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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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- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- The Treasury - Australian Government
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Xindia Steels Limited - India
- Star Paper Mills Limited - India
- The University of Queensland
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- SMC Global Power, Philippines
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
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