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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 $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
Monday, 04 July 22
INDONESIAN COAL PRICE REFERENCE SLIGHTLY DOWN IN JULY
COALspot.com: Indonesian Coal Price Reference for July delivery drops 1.52 per cent month on month.
The Indonesian Coal Price Refere ...
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- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Aditya Birla Group - India
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Cigading International Bulk Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
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