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