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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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Saturday, 23 July 22
STABILITY OF RUSSIAN GAS FLOWS REMAIN UNCERTAIN, DESPITE THE REOPENING OF NORD STREAM - WOOD MACKENZIE
Gazprom confirmed today that regular annual maintenance of Nord Stream is officially over and gas flows restarted at 63 million cubic metres per da ...
Friday, 22 July 22
MARKET INSIGHT - INTERMODAL
Faced with uncertainty regarding the most cost-efficient alternative fuels and the future dominant method to reduce their greenhouse emissions, man ...
Wednesday, 20 July 22
BOOST FOR BIOFUELS AS IMO REMOVES REGULATORY HURDLE - GARD
MARPOL Annex VI regulations were written for petroleum derived fuels but also apply to biofuels. It has been a challenge to meet the regulatory req ...
Wednesday, 20 July 22
INDONESIA’S COAL EXPORTS TO THE EU INCREASED SIGNIFICANTLY RECENTLY
European countries have increased coal imports from Indonesia due to the energy crisis that hit the region after Russia cuts gas exports to Europe. ...
Tuesday, 19 July 22
DRY BULK MARKET: CAPESIZE MARKET FIRMS THIS WEEK - BALTIC EXCHANGE
Capesize
Firmer sentiment across both basins pushed the Capesize 5TC route average above the $20,000 threshold this week, closing at $24,209. A ...
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- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Samtan Co., Ltd - South Korea
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Sical Logistics Limited - India
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- White Energy Company Limited
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- Parliament of New Zealand
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Trasteel International SA, Italy
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