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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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Tuesday, 26 February 19
CHINA RESTRICTS SEABORNE COAL IMPORTS - WOOD MACKENZIE
In response to news on China's Dalian port restricting seaborne coal imports, Wood Mackenzie's experts provide the following commentary.
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Tuesday, 26 February 19
THE RELATIVELY DISAPPOINTING SCENE PORTRAYED IN THE DRY BULK MARKET RIGHT NOW - ALLIED SHIPBROKING
The relatively disappointing scene portrayed in the dry bulk market right now (especially in the Capesize segment) is undoubtedly one of the prevai ...
Friday, 22 February 19
AUSTRALIAN HIGH CV THERMAL COAL PRICES AT 19-MONTH LOW, BUT NOT FOR LONG - WOOD MACKENZIE
The benchmark Newcastle high energy thermal coal price has fallen from US$100/tonne at the turn of the new year to US$88/tonne. Thermal coal has be ...
Wednesday, 20 February 19
EFFECTIVE NOTICES OF ARBITRATION - AVOIDING WASTED COSTS AND A POTENTIALLY TIME-BARRED CLAIM
KNOWLEDGE TO ELEVATE
In a recent case, The Amity [2017], charterers successfully set aside an arbitration award on the basis that ow ...
Wednesday, 20 February 19
SHIPPING MARKET INSIGHT - INERMODAL
Market experts mostly agree that the recent dry bulk market downtrend was caused by seasonal slowdown amid the Chinese New Year celebrations in com ...
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Showing 1461 to 1465 news of total 6871 |
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- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- MS Steel International - UAE
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- ICICI Bank Limited - India
- PTC India Limited - India
- The University of Queensland
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meenaskhi Energy Private Limited - India
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
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