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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, 29 June 22
LNG MARKET REMAINS TIGHT - INTERMODAL
LNG market remains tight currently, mainly driven by the US LNG outage from the recent fire in Freeport LNG terminal together with the recent fall ...
Wednesday, 29 June 22
CHINA'S NEW PLAN FOR RENEWABLE ENERGY DEVELOPMENT FOCUSES ON CONSUMPTION - FITCH RATINGS
China’s focus on consumption penetration for renewable energy development in its recently released 14th five-year plan – 2021 to 2025 & ...
Wednesday, 29 June 22
APAC CORPORATE SECTOR OUTLOOKS SHIFT AMID GLOBAL SHOCKS - FITCH RATINGS’
Fitch Ratings’ mid-2022 corporate sector outlook review revealed that the Asia-Pacific (APAC) region saw the largest number of sector outlook ...
Thursday, 16 June 22
MARKET INSIGHT - INTERMODAL
Picking up from my last insight in March, on the early days of the invasion, it's worth pointing out the way that the fast-paced working enviro ...
Saturday, 11 June 22
AIMTEK INTERNATIONAL CONFERENCE AND AWARDS
Press Release: The prestigious AIMTEK International Conference and Awards concluded successfully on June 7th, 2022 at Radisson Blu, Yas Island Abu ...
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- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Eastern Energy - Thailand
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- The University of Queensland
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Parliament of New Zealand
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
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