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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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Tuesday, 07 January 20
CLEANER AIR IN 2020: 0.5% SULPHUR CAP FOR SHIPS ENTERS INTO FORCE WORLDWIDE - EUROPEAN COMMISSION
From 1 January 2020, the maximum sulphur content of marine fuels is reduced to 0.5% (down from 3.5%) globally – reducing air pollution and pr ...
Tuesday, 07 January 20
BHP EYES INDIA FOR COAL GROWTH AS CHINA DEMAND FLATLINES - SYDNEY MORNING HERALD
Australia’s largest miner, BHP, believes the long-term trajectory of the emerging economy of India and the acceleration of its steelmaking ou ...
Sunday, 05 January 20
BUNKER QUALITY CLAIMS IN 2020 - ISSUES TO CONSIDER - CLYDE&CO
KNOWLEDGE TO ELEVATE
In recent years the shipping industry has faced a significant number of bunker quality claims, most notably ari ...
Saturday, 04 January 20
SUPRAMAX: A 53,000DWT VESSEL FIXING DELIVERY INDONESIA TRIP TO CHINA AT $4,000 AND A 58,000DWT SHIP FIXING DELIVERY EAST KALIMANTAN TRIP TO THAILAND AT $5,500 - BALTIC BRIEFING
Capesize
The New Year started with an erosion on pre-Christmas rates as the higher low sulphur fuel costs due to IMO 2020 affected levels. From ...
Thursday, 02 January 20
DMO 2020 PRICE SET FOR ELECTRICITY SECTOR - IAN WOLLFF
On the 26th December 2019, the Minister of Energy and Mineral Resources (ESDM) issued the decree No. 261.K/30.MEM/2019 about the States needs for c ...
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Showing 1211 to 1215 news of total 6871 |
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- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Parliament of New Zealand
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- Cement Manufacturers Association - India
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Orica Australia Pty. Ltd.
- Xindia Steels Limited - India
- Planning Commission, India
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- White Energy Company Limited
- Malabar Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
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