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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, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
Thursday, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticip ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
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- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- White Energy Company Limited
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Maheswari Brothers Coal Limited - India
- Indonesian Coal Mining Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Planning Commission, India
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Siam City Cement - Thailand
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Indika Energy - Indonesia
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
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