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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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Saturday, 11 September 21
RECORD CHINESE COAL FUTURES SIGNAL NEED TO BOOST OUTPUT - REUTERS
China’s coal prices have climbed to a record high, signaling the need for more production in the short term, even as the government tries to ...
Saturday, 11 September 21
IN 2022, EIA EXPECTS U.S. COAL PRODUCTION TO INCREASE BY 47 MMST TO 648 MMST
U.S. Coal production accordng to EIA's forecast, totals 601 million short tons (MMst) in 2021, 66 MMst more than in 2020, EIA's Short-Term ...
Wednesday, 08 September 21
FITCH RATINGS RAISES THERMAL COAL PRICE ASSUMPTIONS ON TIGHT SUPPLY
Fitch Ratings has increased all its Qinhuangdao 5,500kcal/kg price assumptions and short- and medium-term Newcastle 6,000kcal/kg price assumptions ...
Wednesday, 08 September 21
COAL IS STILL KING; INDONESIAN COAL PRICE REFERENCE ABOVE $150 FOR FIRST TIME IN HISTORY
COALspot.com: The Indonesian Coal Price Reference rose dramatically from US$ 127.05 in February 2011, to a peak of US$ 150.03 in September 2021, be ...
Wednesday, 08 September 21
MARKET INSIGHT - INTERMODAL
Last August was extremely hot in the dry bulk market with rates rising at levels that we have years to witness. The dry bulk index exceeded the 4,0 ...
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- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- MS Steel International - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Australian Coal Association
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Minerals Council of Australia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- PNOC Exploration Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Wood Mackenzie - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Business Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Planning Commission, India
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Authority, New Zealand
- The University of Queensland
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
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