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Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
 Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of around USD1,175/t in 2022, but a marked improvement from the end-September 2022 level of around USD700/t and the last 10-year average of USD730/t. Prices have been supported by market expectations of significantly higher biodiesel consumption in and lower exports from Indonesia, and the impact of heavy rainfall at the start of 2023 on output.
We expect CPO prices to weaken later in the year, driven by higher supply of palm and other vegetable oils due to favourable weather conditions. Our assumption of USD850/t for 2023 implies that prices will decline to below USD700/t by year-end, and we expect further weakness in 2024. A hit to sunflower seed oil supply due to the Russia-Ukraine war is a key upside risk to our expectations.
Yields Improving, Labour Crunch Easing Latest production data from Malaysia and Indonesia indicate that yields are on an uptrend, helped by plentiful rainfall in the last few years and improved fertiliser application amid healthy prices and profitability. Malaysia’s CPO output in 2M23 jumped by 10%, while Indonesia’s palm oil production surged by 11% in 4Q22.
Source: Fitch Ratings
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Tuesday, 23 May 23
INDIA: COAL OUTPUT UP 8.9%, SUPPLY RISES 11.7% IN APRIL - FINANCIAL EXPRESS
India’s coal production jumped 8.85% to 73.14 million tonne (MT) in April 2023 and the total coal despatch during the month went up 11.66% to ...
Tuesday, 23 May 23
CHINA COAL OUTPUT UP 4.5 PCT IN APRIL - XINHUA
China’s raw coal output posted stable expansion in April, official data showed.
The country produced 380 million tonnes of raw ...
Saturday, 20 May 23
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
In 2022, non-OPEC supply is estimated to have increased by 1.9 mb/d y-o-y. Out of this, US liquids production increased by 1.2 mb/d, mainly on the ...
Saturday, 20 May 23
GLOBAL COAL TRADE HAS REALLY PICKED UP PACE IN RECENT MONTHS, NOW FULLY BACK TO PRE-COVID LEVELS - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Apr 2023, total global seaborne coa ...
Saturday, 20 May 23
MARKET INSIGHT - INTERMODAL
India is one of the world's largest coal producers and one of the world's largest importers of coal. The country uses coal mainly for power ...
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Showing 101 to 105 news of total 6871 |
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- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Indika Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Parry Sugars Refinery, India
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- The University of Queensland
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Parliament of New Zealand
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Australian Coal Association
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
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