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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, 31 January 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
Days before the celebrations of the Lunar New Year, the dry bulk market seems to be holding well, against negative predictions. Period numbers repo ...
Monday, 29 January 18
BALTIC INDEX GAINS ON STRONGER BIG VESSEL ACTIVITY
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week and ending on a positive note week ov ...
Monday, 29 January 18
U.S.WEEKLY COAL OUTPUT UP 8.7% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.6 million short tons ...
Wednesday, 24 January 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Since the beginning of the New Year we have been witnessing the BDI correcting downwards, which nonetheless seems to have no effect at ...
Tuesday, 23 January 18
OIL MARKET ANALYSIS - ALLIED
Brent oil futures hit a three year high on January 16th touching around USD 70.30 before falling back down to around USD 68.60 at the Time of this ...
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Showing 1821 to 1825 news of total 6871 |
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- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Minerals Council of Australia
- Indonesian Coal Mining Association
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Australian Coal Association
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
- Planning Commission, India
- London Commodity Brokers - England
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
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