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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 $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Friday, 04 November 22
CHINA EXPANDS COAL TERM CONTRACTS TO ALL MINES TO STABILIZE MARKET - REUTERS
China has expanded long-term thermal coal supply contracts for 2023 to all coal mines and asked power utilities to source more of their demand thro ...
Thursday, 03 November 22
HANDYSIZE VALUES MOVING UP IN OCTOBER, WHILE LNG VALUES SKYROCKET - VESSELSVALUE
Handysize values have increased this month across most ages, following a period of decline. Values for generic 10 year old Handysizes have moved up ...
Thursday, 03 November 22
EUROPEAN GAS SUPPLY SURPLUS, NOVEMBER HBA DOWN TO US$ 308.2 PER TON - ESDM
European gas supply conditions have a major influence in determining fluctuations in the Reference Coal Price (HBA). The November 2022 HBA recorded ...
Wednesday, 02 November 22
MARKET INSIGHT - INTERMODAL
Only five weeks before western sanctions’ full effect, uncertainty over energy has markets and governments on the edge. What was initially th ...
Tuesday, 01 November 22
CHINA COAL TRADE DISRUPTED BY COVID OUTBREAKS AS WINTER LOOMS - REUTERS
China’s strict COVID-19 policy is constraining coal supplies and pushing up prices, industry officials and traders say, just weeks before the ...
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- Offshore Bulk Terminal Pte Ltd, Singapore
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- PTC India Limited - India
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Wood Mackenzie - Singapore
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Deloitte Consulting - India
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- The University of Queensland
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
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