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