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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, 07 February 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
Crude oil supply has been reported to have grown by approx. 2.5% reaching 40.1m bpd in 2017. However, tanker charter rates have been under pressure ...
Monday, 05 February 18
SUPRAMAX : INDONESIA TO INDIA PASSING THROUGH SINGAPORE HAS SOFTENED
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has softened, week over week, own ...
Friday, 02 February 18
SUPRAMAX : INDONESIA TO CHINA COAL TRIPS ARE PAYING AROUND MID USD 9000 - FEARNLEYS
Supramax
Rather quiet week within Atl, specially Continent due to lack of cargoes.
According to Fearnleys Weekly - Dry bulk report published ...
Friday, 02 February 18
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 54.1 MMST, DOWN 8.8% YOY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tons ...
Thursday, 01 February 18
RISING US OIL EXPORTS, MARKET DISRUPTION, BRENT-WTI SPREAD - WOOD MACKENZIE
What will US tight oil growth do to crude markets? The build-up in volumes early this decade led to a supply glut that undermined prices in 2014.
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Showing 1816 to 1820 news of total 6871 |
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- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Romanian Commodities Exchange
- Oldendorff Carriers - Singapore
- Samtan Co., Ltd - South Korea
- GVK Power & Infra Limited - India
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- Australian Coal Association
- The University of Queensland
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
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