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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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Thursday, 18 October 18
SUPRAMAX: INDO/WC INDIA SUPRAS ARE FIXING AROUND MID $14000S P/D BASIS SPORE DELIVERY
Capesize
The volatile Cape market continues this week, especially in the Pacific says Fearnleys in its latest weekly report.
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Thursday, 18 October 18
COAL SHORTAGE HITS POWER SECTOR AGAIN; HOW INDIA CAN GET ITS PRODUCTION RIGHT - ANIL SWARUP
By convincing states of the value proposition of increased production, the record production of Fy15 & Fy16 can be emulated.
The ...
Thursday, 18 October 18
CHINA POWER REFORM NEUTRAL ON GRIDS, PRESSURES IPP MARGINS - FITCH RATINGS
China's power sector reform has a broadly neutral impact on transmission grids although it will pressure the power producers' margins, says ...
Wednesday, 17 October 18
ESCROW SERVICE FOR BALTIC MEMBERS NOW LIVE
The Baltic Exchange’s Escrow Service for its members to hold deposits for ship sale transactions goes live today (15 October). The service is ...
Wednesday, 17 October 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
In the last three months approximately 72 tankers changed hands involving ships larger than 33kdwt up to VLCC. 43 of those vessels had to do ...
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Showing 1586 to 1590 news of total 6871 |
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- Power Finance Corporation Ltd., India
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- New Zealand Coal & Carbon
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- MS Steel International - UAE
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- The University of Queensland
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- GMR Energy Limited - India
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