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Saturday, 27 March 10
CHINA DROUGHT MAY RAISE COAL DEMAND, BOOST PRICES, CLSA SAYS - BLOOMBERG
Bloomberg reported that, Droughts in southwest China may increase demand for coal used in power plants, and ‘support” prices in the “low season,” CLSA Research Ltd. said.
Coal-fired power stations may need an additional 35 million metric tons of the fuel to compensate for a 15 percent drop in capacity utilization at hydropower plants, Dave Dai, a Hong Kong-based analyst at CLSA, said in a report e-mailed today.
“This may support coal prices in low-season, offering upside on coal names and creating uncertainties for the China IPPs,” Dai said. The extra fuel needed means a 2 percent increase in coal use or a 1.1 percent gain in total demand this year, he said.
China’s imports rose 169 percent to 13.1 million tons in February, underpinned by electricity demand, according to customs data. The mainland paid about $92 a ton for coal in that month. Thermal coal prices to China on delivered terms climbed as high as $120 a ton in January from less than $90 a year earlier, Macquarie Group Ltd. said in a report this month.
Dai rated Yanzhou Coal Mining Co., China Shenhua Energy Co., SouthGobi Energy Resources Ltd. and Hidili Industry International Development Ltd. as “outperform.” To read more Bloomberg ( Reported by Dinakar Sethuraman)
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Thursday, 15 April 10
DRY BULK MARKET SLOWLY GAINING GROUND
The troubled and underperforming capesize sector of the dry bulk market has been experiencing an improved sentiment since Tuesday, a trend verified ...
Tuesday, 13 April 10
CHINA COAL SEEING 'STRONG DEMAND,' PUDA COAL CFO SAYS - BUSINESS WEEK
Business Week reported that, China coal prices will increase this year as the nation’s industry expands and a drought in the southwest region ...
Tuesday, 13 April 10
PEABODY, COAL INDIA CONFIRM 'EARLY STAGE' TALKS - MINING WEEKLY
Mining Weekly reported that, US coal-miner Peabody Energy is holding discussions with Coal India, the company said on Monday, after an Australian ne ...
Tuesday, 13 April 10
ANGLO PREDICTS HIGH COAL PRICES, STEADY SUPPLY
Busrep / Reuters reported that, Coal prices were expected to remain strong this year, while exports would match last year's despite rail cons ...
Tuesday, 13 April 10
THE PANAMAX MARKET CONTINUED TO STRENGTHEN - BRS DRY BULK
Panamax rates continue to beat the market, and the Panamax 4TC is now trading at a 25% premium to the Cape 4TC — the biggest margin since the ...
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- Timah Investasi Mineral - Indoneisa
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Thiess Contractors Indonesia
- Rashtriya Ispat Nigam Limited - India
- Standard Chartered Bank - UAE
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- The University of Queensland
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Parliament of New Zealand
- Planning Commission, India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
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