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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.
Wood Mackenzie senior consultant Yu Zhai said:
"We estimate China's seaborne metallurgical coal imports to reduce by 3 million tonnes (Mt) in 2019 as a result of China's coal import restriction. The high quality of seaborne coal, and difficulties securing alternative coal domestically, should insulate coal exporters from much deeper cuts, despite strong signals from China. Australia would account for most of the volume reduction as it represented over 75% of China's seaborne metallurgical imports in 2018. Australia exported around 36 Mt metallurgical to China last year, makign up 20% of Australia's total exports.
"China's seaborne thermal coal imports is estimated to reduce by 15 Mt in 2019, taking into account the risk of wider coal import restriction. Australia could also be most affected by a similar restriction."
On implications on metallurgical coal, Wood Mackenzie's research director Robin Griffin said:
"A prolonged China-wide ban could have enormous implications for markets in both countries. The possibility of adverse impacts on China suggest a long term ban is unlikely."
Some of the most prominent impacts could include:
- Chinese domestic prices would spike. Prices for low sulphur premium coals in particular would rise as importers scramble to replace Australian coals. We expect that short term replacements will be hard to find domestically. There is a heavy reliance among coastal mills on low sulphur hard coking coals from Luilin County in Shanxi. There are other similar coals in Anze County but these are typically used inside Shanxi by merchant coke makers due to high transport costs to the coast. As an indication of what might happen during an import ban, domestic coking coal futures jumped at the end of January on the news of import controls. Chinese steel makers would ultimately see much costlier coke blends.
- Seaborne prices would decouple from Chinese domestic prices. We expect FOB Australian prices, particularly for premium and 2nd tier HCCs, would come under severe pressure as Australian exporters look to sell excess coal into other markets. The decoupling would be of most benefit to steel makers elsewhere in Asia, and Europe, who would see a fall in coal costs. Australia's competitors in the metallurgical coal trade might see greater opportunities into China, but Canada and the US are already subject to some quality and tariff-related restrictions into China, limiting their potential upside. And of course, lower seaborne prices would offset the benefit of any extra demand from China.
- Mongolian coal imports could rise substantially in order to replace Australian coals. Weaker coals make up the majority of Mongolian exports so in the short term direct replacements for Australian coals would be limited. However, new border crossing technology is being implemented to speed up trucking clearances, which would facilitate higher exports.
- A longer-term ban would force Chinese coastal mills to amend coke blends. There are options for mills to make blend changes, but not without implications. There are two common blends that could be utilised which would result in higher sulphur, higher ash, and lower CSR coke products:
- Use of more high sulphur (1.8% total sulphur) premium HCCs such as Luilin #9, blended with Mongolian 2ndtier HCCs such as the #3 product to produce a tier 1 coke.
- Use of mid-sulphur Shanxi premium HCCs (1-1.3% total sulphur) with low sulphur (0.5% total sulphur) 1/3 coking coals to produce a lower quality, but still a tier 1 coke.
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Tuesday, 19 February 19
FAST DEPLETING COAL RESERVES COULD PUSH UP ENERGY PRICES, CAUTIONS EXPERT - THE HINDU BUSINESS LINE
The fast depletion of coal, a strategic resource and India’s fuel of choice currently, has huge implications for energy costs, according to K ...
Monday, 18 February 19
INDIA'S COAL IMPORT FALLS TO 17.25 MT IN JANUARY - PTI
Coal imports saw a decline in January FY 2019 to 17.25 MT from 19.59 MT in the same month of the previous fiscal, according to a report by mjunctio ...
Monday, 18 February 19
THE ROLE OF COAL IN INDIA'S ENERGY AMBITIONS - WCA
India is the world’s second most populous country and figures among the world’s most rapidly growing economies.
The Sout ...
Saturday, 16 February 19
COALTRANS CHINA 2019, CHINA'S LARGEST COAL INDUSTRY GATHERING
Press Release: Coaltrans China 2019 | With the import ban likely to be lifted, it’s time for you to meet your potentia ...
Wednesday, 13 February 19
MALAYSIA WAS THE REGION'S LARGEST COAL IMPORTER WITH 34 MT IN 2018, UP 25% Y-O-Y
Although coal market in 2018 started with strong prices, starting in the beginning of the second half of 2018, the international spot prices for co ...
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- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Romanian Commodities Exchange
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Minerals Council of Australia
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
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