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Monday, 14 September 15
MOODY'S LOWERS COMMODITY PRICE ASSUMPTIONS ON MACRO, INDUSTRY FACTORS
 COALspot.com: Moody's Investors Service has lowered its base metal price assumptions for 2015-17 as slowing growth in China, lower oil prices, overcapacity in the global steel markets and the strong dollar are driving commodities prices close to the lows of the 2008-09 financial crisis.
"Slowing growth in China, one of the largest global consumers of base metals, is a key driver in the lowering of our commodities price assumptions," says Carol Cowan, a Moody's Senior Vice President. "But the weak economy in Europe, negative GDP growth in major economies such as Brazil and slowing US growth were also contributing factors."
Moody's notes that the stronger US dollar will increase the cost of metal purchases, which could cause demand, and subsequently prices, to decline, according to the report "Moody's Lowers Commodity Price Assumptions."
While the rating agency has lowered its base price assumptions for gold, high-quality metallurgical coal, Newcastle thermal coal, aluminum, copper, nickel and zinc, the supply/demand dynamics for each metal differ.
Moody's expects that global macro and industry-specific conditions will remain challenging in 2016, but that production cutbacks and a better balance between supply and demand will lead to modest improvement in 2017.
Source: Moody’s
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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Baramulti Group, Indonesia
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Planning Commission, India
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Toyota Tsusho Corporation, Japan
- Wilmar Investment Holdings
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- Central Electricity Authority - India
- Xindia Steels Limited - India
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Ind-Barath Power Infra Limited - India
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- White Energy Company Limited
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
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