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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, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
Friday, 26 November 21
CHINA FINDS COMPLIANCE PROBLEMS IN COAL PRICE INDEX PROBE - REUTERS
China’s state planner on Wednesday said it had discovered some “noncompliant” behaviour among coal price index providers as it an ...
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- MS Steel International - UAE
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
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