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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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Tuesday, 11 April 23
OIL RISES ON CHINA STIMULUS EXPECTATIONS, WEAKER DOLLAR - REUTERS
Oil prices rose on Tuesday on expectations of potential economic stimulus by China, healthy demand in the rest of Asia and a drop in U.S. crude sto ...
Sunday, 09 April 23
CHINA’S BUSINESS INCOME REBOUND POINTS TO IMPROVING ECONOMY: OFFICIAL - XINHUA
Chinese businesses have posted a strong rebound in sales revenue since the beginning of this year in the latest signal of an improving economy.
...
Sunday, 09 April 23
COAL INDIA TO BOOST SUPPLIES TO INDUSTRIES AS UTILITIES’ INVENTORIES RISE - REUTERS
Coal India Ltd will increase supplies to industries, the world’s largest coal miner said on Wednesday as fuel inventories at utilities run by ...
Thursday, 06 April 23
MARKET INSIGHT - INTERMODAL
LNG Current Supply/Demand Dynamics
This year, LNG supply will likely exceed demand, so prices will need to decline to levels that will encourag ...
Sunday, 26 March 23
EUROPE’S RUSH TO LNG COULD TURN INTO 'WORLD’S MOST EXPENSIVE AND UNNECESSARY INSURANCE POLICY'- CNBC
Europe’s rapid buildout of liquefied natural gas infrastructure is on track to far exceed demand by the end of the decade, according to new r ...
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- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- MS Steel International - UAE
- Vedanta Resources Plc - India
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- White Energy Company Limited
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Minerals Council of Australia
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- The University of Queensland
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
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