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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, 03 November 21
CHINA TO LAUNCH NEW DATA MONITORING SYSTEM, TARGETING COAL MARKET SPECULATION, HOARDING - GLOBAL TIMES
China’s top economic planner announced on Sunday a new data system for supervising the implementation of medium- and long-term contracts of c ...
Wednesday, 03 November 21
CHINA’S STATE PLANNER SAYS COAL SUPPLY IMPROVING, PRICES STABILISING - REUTERS
China’s coal supply situation has seen significant improvement with joint efforts from coal producers, logistics and downstream users, while ...
Wednesday, 03 November 21
HIGHER COKING COAL PRICES TO PARE PROFITABILITY OF STEELMAKERS IN SECOND HALF OF FY22 - CRISIL RATINGS
The operating margin of primary steelmakers will reduce by a third to 24-26% in the second half of this fiscal versus the first half as input cost ...
Wednesday, 03 November 21
MARKET INSIGHT - INTERMODAL
November is here and soon the all time seasonal favorite “all I want or Christmas is you” by Mariah Carey will be played in radio stati ...
Monday, 01 November 21
COAL PRICES HAVE FURTHER ROOM TO DROP: TOP ECONOMIC PLANNER - GLOBAL TIMES
China’s top economic planner said coal prices have further room to drop on Friday, as the most traded coal futures dropped to below 1,000 yua ...
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- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- White Energy Company Limited
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Videocon Industries ltd - India
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Planning Commission, India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Aditya Birla Group - India
- Thiess Contractors Indonesia
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- The University of Queensland
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Baramulti Group, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
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