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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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Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
Wednesday, 13 July 22
MARKET INSIGHT - INTERMODAL
Taking the previous market insight a step further, market sentiment remains bullish regarding the overall ROI of scrubbers, facing tailwinds from a ...
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- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Global Business Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- White Energy Company Limited
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- GMR Energy Limited - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Bangladesh Power Developement Board
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Economic Council, Georgia
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- The University of Queensland
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
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