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Wednesday, 10 April 19
CHINA'S GROWING THERMAL COAL SUPPLY TO PRESSURE EXPORTERS - FITCH RATINGS
 Growing Chinese thermal coal supply is likely to lead to further tightening of import controls by the government, putting pressure on seaborne coal prices and adding order uncertainties for exporters, Fitch Ratings and CRU say. Miners from Australian and Indonesia are the most exposed, but the credit impact is muted thanks to sufficient rating headroom as we have already incorporated a downward pricing trend in our rating assumptions.
The Chinese coal market’s tightness has eased due to a combination of weaker demand and improved domestic supplies. Chinese coal demand has declined as residential power consumption reduced at the end of the winter heating season in mid-March and hydro supply increased in south China due to heavy rains. Chinese domestic coal supply has gradually improved in recent quarters as the pace of capacity closures has slowed and incremental capacity has been expedited to bring down fuel costs, according to CRU. Inventories at the six main power producing groups edged up to 16.0 million tonnes in late March, 13% higher than the average for 2018 of 14.1 million tonnes.
Growing domestic supply is likely to prompt the Chinese government to tighten control over thermal coal imports. This would imply higher order volatility and risks for seaborne coal suppliers targeting the Chinese market, which are mainly miners in Australia and Indonesia. The Chinese government appears to have adopted an on-and-off importing policy since 2017 by implementing stricter checks when domestic supply is sufficient and speeding up clearing when domestic supply is tight. Australian coal cargoes, for example, have been facing increasing delays clearing customs at Chinese ports since February, according to CRU.
While seaborne coal remains price competitive compared to domestic coal, risks of long clearing time and import bans may discourage Chinese consumers from using seaborne coal, especially when domestic supply is sufficient.
Australian coal producers are likely to face the risk of order cancellation, and to some degree, be forced to compete for sales in alternative countries. This may lead to weak prices in the seaborne market, especially for the mid-content-value coal of around 5,500kcal/kg that Chinese importers typically buy from Australia.
Imports from Indonesia have been less affected by the recent Chinese controls, according to press reports, although Indonesian producers are still likely to come under pressure to find new markets due to overall declining Chinese demand for seaborne coal, as well as increasing Indonesian domestic output, and weaker-than-expected domestic demand.
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Thursday, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Global Business Power Corporation, Philippines
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Coastal Gujarat Power Limited - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
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