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Friday, 22 July 22
YANCOAL AUSTRALIA CUTS 2022 COAL OUTPUT VIEW AS FLOODS, COVID BITE - REUTERS
Coal miner Yancoal Australia Ltd YAL.AX cut its 2022 output forecast on Wednesday, signalling a hit from higher-than-expected rainfall, COVID-19-led labour shortages and cost pressures.
This month, torrential rain has pounded New South Wales (NSW) state, where several of Yancoal’s key projects are, forcing thousands of people to evacuate and leaving mining operations in limbo.
It comes at a time when inflation around the world is surging in the aftermath of the Russia-Ukraine crisis and as the company said it needs to revise a longwall mining sequence at its Moolarben project in NSW to preserve an Aboriginal heritage site.
Yancoal, which is subject to a potential takeover by China’s Yankuang Energy 600188.SS, 1171.HK, said it now expects 31-33 million tonnes (Mt) of attributable saleable coal production for the full year, down from an earlier forecast of 35-38 Mt.
It produced 15.5 Mt of attributable saleable coal in the first half, 11% lower than a year earlier.
Still, Yancoal and its peers stand to benefit from supercharged prices of coal due to sanctions on Russia after its invasion of Ukraine and as buyers in Europe look for alternate sources of the commodity.
The company said its average realised price in the first half was $314 per tonne, more than thrice the $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- Posco Energy - South Korea
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Planning Commission, India
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
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