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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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- Indonesian Coal Mining Association
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Wood Mackenzie - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Australian Coal Association
- Attock Cement Pakistan Limited
- Planning Commission, India
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- The State Trading Corporation of India Ltd
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Manunggal Multi Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- White Energy Company Limited
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Vedanta Resources Plc - India
- Meralco Power Generation, Philippines
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
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