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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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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Planning Commission, India
- Coalindo Energy - Indonesia
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Bayan Resources Tbk. - Indonesia
- VISA Power Limited - India
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Kohat Cement Company Ltd. - Pakistan
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- GMR Energy Limited - India
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Minerals Council of Australia
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