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Monday, 13 January 14
INDONESIAN ORE BAN TO HAVE LIMITED IMPACT ON CHINESE ALUMINIUM PRODUCERS, FITCH RATINGS SAYS
COALspot.com: Fitch Ratings says today that Indonesia's ban on exports of unprocessed mineral ore will have limited impact on Chinese aluminium producers in the short-term because they hold bauxite stocks that could last up to a year. These producers have also begun changing aspects of their operations to make them less reliant on Indonesian ore over the longer term.
The ban, which came into effect on 12 January 2014, has halted shipments of unprocessed raw materials, which are mainly bound for China. Indonesia's mining ministry, however, is considering giving producers the flexibility to continue exports of some metals, except nickel and bauxite, until 2017.
About one fifth of China's aluminium is produced using bauxite imports from Indonesia, but Chinese producers have built up bauxite stocks that may be sufficient for up to a year of production. In 2013, bauxite imports into China rose about 80%, while alumina production increased 18%-20%.
Over the longer term, Fitch believes the ban will not have much impact on overall costs for Chinese producers as they have taken steps since the announcement of the Indonesian ban in 2009 to diversify their bauxite import sources. These steps include building new refineries to take in bauxite feeds from countries other than Indonesia; securing resources in Australia, India, Papua New Guinea, among others; and obtaining quotas for export of bauxite in exchange for building refineries and smelters in Indonesia.
There could be a short period between when China's current bauxite stocks are depleted and when the full benefits of the diversification measures are felt when China would have to increase its alumina imports, especially in light of its increasing aluminium production capacity. This could drive up aluminium production costs temporarily, but it is not likely to have a significant impact on global alumina prices as producers forecast world alumina output to be in surplus in 2014.
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Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Karaikal Port Pvt Ltd - India
- Dalmia Cement Bharat India
- Banpu Public Company Limited - Thailand
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- Planning Commission, India
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Australian Coal Association
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- White Energy Company Limited
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
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