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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, 15 October 19
INDIA READIES POLICY TO ATTRACT FOREIGN INVESTMENT IN COAL MINING - REUTERS
India expects to have formulated a policy within the next two weeks to attract foreign investment to its coal mining industry, the country's Co ...
Monday, 14 October 19
WINTER OIL MARKET OUTLOOK - OPEC
Product markets in the last two months have benefitted from seasonal maintenance which have led to a tighter product market environment, providing ...
Sunday, 13 October 19
INDONESIA: PANAMAX VESSELS OPEN SOUTH CHINA WERE REPORTEDLY FIXED AT $14,000 LEVEL, WITH REDELIVERY BACK IN CHINA - BALTIC BRIEFING
Capesize
The Capesize market managed to find a floor and rally a little this week after several weeks of declines. While the West Australia to ...
Friday, 11 October 19
INDIAN MINERS REJECT PLAN TO LINK NATIONAL COAL INDEX TO FOREIGN PRICES - REUTERS
India’s miners are rejecting a government proposal to establish a national coal index that would be linked to international prices, documents ...
Friday, 11 October 19
THE OCTOBER BENCHMARK PRICE OF INDONESIAN THERMAL COAL DECLINES TO LOWEST SINCE OCTOBER 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
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Showing 1316 to 1320 news of total 6871 |
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- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Eastern Energy - Thailand
- Australian Coal Association
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- IEA Clean Coal Centre - UK
- Sojitz Corporation - Japan
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- PTC India Limited - India
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- Planning Commission, India
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
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