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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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Thursday, 14 October 21
SPIKING COAL PRICES: DON’T BLAME THE ENERGY TRANSITION - IEEFA
Volatility highlights urgency for renewables-based energy solutions
“Energy crisis.” The phrase evokes nearly-forgotten ...
Thursday, 14 October 21
EIA FORECASTS U.S. COAL PRODUCTION TOTALS 588 MMST IN 2021, UP 53 MMST YOY
U.S. coal production in EIA's forecasts totals 588 million short tons (MMst) in 2021, 53 MMst more than in 2020.
According ...
Wednesday, 13 October 21
COAL PRICES ARE ROARING BACK AMID A GLOBAL ENERGY CRUNCH - SYDNEY MORNING HERALD
Soaring coal prices have placed Australia’s mining and energy exports on track to reach a record $349 billion this year evenas the value of t ...
Wednesday, 13 October 21
CHINA ISN'T THE ONLY HUGE ASIAN ECONOMY WITH A COAL SHORTAGE NOW - CNBC
China is not the only Asian giant grappling with an energy crunch — India is also teetering on the edge of a power crisis.
Mos ...
Wednesday, 13 October 21
MARKET INSIGHT - INTERMODAL
Following up on our insight on May 2021, where we discussed about the Capesize market outlook for the second half of the year, we are pleased to se ...
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- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Indonesian Coal Mining Association
- PTC India Limited - India
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- Ambuja Cements Ltd - India
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
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