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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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Wednesday, 13 November 19
INDONESIAN NOVEMBER COAL PRICE REFERENCE LOGS FIRST GAIN SINCE AUGUST
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 13 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
The improvements seen in the dry bulk market during the unexpectedly strong Q3 brought enthusiasm and optimism for a last quarter rally. Indeed as ...
Tuesday, 12 November 19
COAL IMPORTS AT MAJOR PORTS SLIP 18 PC TO 51 MT IN APRIL-OCTOBER - ECONOMIC TIMES
The Indian Ports Association (IPA), which maintains cargo data handled by these 12 ports, in its recent report, said "percentage variation fro ...
Monday, 11 November 19
EMINENT MARITIME ORGANIZATIONS AND INDIVIDUALS WERE HONORED
SHIPTEK 2019 Anchors in Greece for its 12th edition.
Eminent Maritime Organizations and Individuals were honored
Greec ...
Wednesday, 06 November 19
SHIPPING MARKET INSIGHT - INTERMODAL
With less than two months before the end of the year, the shipping and refining industries have already taken measures and invested to accommodate ...
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- Renaissance Capital - South Africa
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- VISA Power Limited - India
- Goldman Sachs - Singapore
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Standard Chartered Bank - UAE
- The University of Queensland
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- Trasteel International SA, Italy
- Deloitte Consulting - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Planning Commission, India
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
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