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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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Saturday, 10 February 18
OIL PRICE USD 100/BARREL BY END OF 2018! - SAROJ MOHAPATRA
All demand supplies calculations are going wrong in oil market at present. US production is increasing at a good pace and set to topple Saudi comfo ...
Friday, 09 February 18
COAL BUYERS SPOOKED BY INDONESIA'S NEW SHIPPING RULES - ASSOC
Buyers of Indonesian coal are holding back orders of the fuel after the government issued new shipping rules for coal and crude palm oil that would ...
Thursday, 08 February 18
ENHANCED PRODUCTION BY COAL INDIA LIMITED HELPS DECLINE IN COAL IMPORTS - UNION MINISTER OF RAILWAYS AND COAL
According to press release from PIB, as per the current import policy, coal is kept under Open General License (OGL) and consumers are free to impo ...
Thursday, 08 February 18
A NEW WEEK WITH A SOFT SENTIMENT AND DECREASING RATES IN BOTH HEMISPHERE FOR THE PANAMAXES, SAYS FEARNLEYS
Supramax
USG dropping remarkably due to lack of fresh enquiry both for fhaul and bhaul, Supras were fixed from USG to Spore-Japan range now aroun ...
Wednesday, 07 February 18
INDONESIAN COAL PRICE REFERENCE RISES TO HIT THIRTEEN-MONTH HIGH OF $100.69 A TON
COALspot.com: The Indonesian Coal Price Reference (HBA) rose 5.39 per cent in February 2018, the latest ministerial decree showed.
The benchma ...
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Showing 1811 to 1815 news of total 6871 |
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- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Parliament of New Zealand
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- VISA Power Limited - India
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Petron Corporation, Philippines
- Africa Commodities Group - South Africa
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
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