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Tuesday, 06 February 18
THE FUNDAMENTALS FOR INDIAN COAL IMPORTS CONTINUE TO LOOK PROMISING - TORVALD KLAVENESS
 Back in August we reported that the fundamentals impacting Indian coal imports looked more promising.
Trade flow data today implies 17.4Mt of imports in November 19.0Mt in December and 16.2Mt in January. Based on trade flow data we estimate imports in Oct-Dec 17 to be up about 30% YoY while we estimate imports in January to be up 17% YoY. The positive outlook has thus come into fruition.
The combined coal stocks at mines and powerplants has increased from a low point of 36Mt at the end of October to 48Mt at the end of January. Measured as days worth of inventories at powerplants, the combined stocks have increased from 24.4 at the end of October to 29.8 days at the end of January. However, this has happened in a period where stocks seasonally tend to increase. Thus, compared to previous years the stocks are still at very low level.
On the demand side, we see some clear signs that Indian economy is recovering from the negative short term effects of the demonetization introduced in November 2016. If we use the data for Indian cement production as a proxy for the activity level we can clearly see how the activity has accelerated sequentially since August 2017.
Thus, we think the imports will continue at a strong pace going forward as the underlying fundamentals continue to look promising.
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Wednesday, 14 February 18
HISTORY REPEATING ITSELF? - IEA
This month’s OMR is abbreviated to allow time for us to complete our annual five-year outlook that will be published in our report Oil 2018 o ...
Wednesday, 14 February 18
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
The second month of the year is traditionally a particularly interesting one for the shipping industry as a whole and even more importantly for the ...
Monday, 12 February 18
PANAMAX: WITH LIMITED FRESH ENQUIRY IN ALL AREAS, SPOT MARKET RATES DRIFTED LOWER THROUGHOUT THE WEEK - BALTIC BRIEFING
Capesize
A switch to the Atlantic with rates firming as charterers seemed keen to fix and tonnage was tight, prompting a recovery in rates. Trans ...
Monday, 12 February 18
WORLDWIDE: 'DEMURRAGE CLAIMS' FOR THE PURPOSES OF DOCUMENTARY TIME BARS
KNOWLEDGE TO ELEVATE
On 2 February 2018 the Commercial Court allowed an appeal from a decision of the Arbitration Tribunal in Lukoil Asia Paci ...
Saturday, 10 February 18
COAL INDIA ON PATH OF SUSTAINABLE PRODUCTION GROWTH AND SUPPLY TO POWER AND NON POWER SECTOR - PIB
Supply of 371.8 MT of Coal to Power Sector and 103.1 MT Coal to Non-Power Sector Achieved in 2017-18 Till January,2018 Average Rake Loading To The ...
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Showing 1806 to 1810 news of total 6871 |
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- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- Economic Council, Georgia
- The University of Queensland
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
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