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Tuesday, 18 December 18
COAL OUTLOOK BULLISH DESPITE WEAK CHINESE IMPORT DATA - HEREN, ICIS
 Coal prices may appreciate over the remainder of 2018 even despite recent data showing falling imports from the world’s largest producer and consumer, China.
The European-benchmark Rotterdam coal front year has recovered from a low of around $82.00/tonne in mid-November, reaching above $89.00/tonne on Thursday. Prices previously fell steeply, driven down by oil, a mild start to the winter, and Chinese import restrictions.
Authorities in Beijing wish to support domestic coal miners, but abandoned similar constraints last year when freezing temperatures led to a heating crisis in the north of the country.
As such, the temperature outlook in China is the key driver facing the coal market heading into the peak winter season. Online forecasters on Thursday indicated that mild weather is likely in week 51, but there is some cold-snap potential after.
Closer to home, low wind is bringing coal into the German power mix. ICIS analysts on Thursday forecast wind generation averaging just 12.5GW over the next nine days, compared to 19.8GW across December 2017.
With bullish carbon also supporting power prices, German clean dark spreads have widened to the point where most coal plants are firmly in the money next year. This is incentivising forward power hedging as generators lock in profit margins, a supportive factor for coal prices in Europe.
Momentum indicators signal that coal is in a short-term uptrend under technical analysis models. While the Rotterdam front year is overbought after six straight session-on-session gains, its 200-session moving average should support prices around $89.00/tonne. This may prevent a significant downward correction in coming sessions, enabling further gains after a consolidation period.
ICIS analysts have a bullish outlook for carbon, due to tightening auction volumes in December and next year. This would provide further upward pressure on clean dark spreads and by extension coal in Europe.
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Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
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Monday, 22 July 19
SUPRAMAX: THE ASIAN ARENA SAW INCREASED ACTIVITY AND STRONGER NUMBERS BEING CONCLUDED; INDONESIAN ROUNDS REMAINED FIRM - BALTIC BRIEFING
Capesize
Another week of gains as the Atlantic basin continues to be pressurised on tonnage and Brazilian cargoes keep up a steady flow. The Ca ...
Thursday, 18 July 19
WORLD TRADE IN HARD COAL ROSE BY 4.7% IN 2018 - GERMANY COAL IMPORTERS ASSOCIATION
World Trade in Hard Coal Rose by 4.7% in 2018
Hard Coal Can Prevent Stress in the Electric Power System in Germany
• Sharp decl ...
Wednesday, 17 July 19
MARKET INSIGHT - INTERMODAL
The Strait of Hormuz is one of the most important waterways in the world, connecting crude producers in the Middle East with key markets in the res ...
Tuesday, 16 July 19
KING COAL RULES IN JAPAN AS POWER UTILITIES IN THRALL TO LOW-COST FUEL - REUTERS
Japanese utilities will rely on the return of coal-fired power plants from maintenance to meet peak electricity demand this summer, highlighting th ...
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- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Economic Council, Georgia
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- GAC Shipping (India) Pvt Ltd
- LBH Netherlands Bv - Netherlands
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Edison Trading Spa - Italy
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
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