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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, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
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- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Iligan Light & Power Inc, Philippines
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Mjunction Services Limited - India
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- PTC India Limited - India
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Planning Commission, India
- Star Paper Mills Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- PetroVietnam Power Coal Import and Supply Company
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- The University of Queensland
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
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