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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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Friday, 27 September 19
LOWDOWN ON INCOTERMS 2020 OVERHAUL - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
This ninth revision of Incoterms is changed in style and substance. The revisions improve certain aspects of Incoterms 20 ...
Thursday, 26 September 19
INDIA INCREASES ITS ANNUAL COAL PRODUCTION BY 2.7% PER YEAR FROM 850 MILLION SHORT TONS IN 2018 TO 2 BILLION SHORT TONS BY 2050 - EIA
Worldwide coal production holds steady at about 8 billion short tons, or 160 quadrillion British thermal units (Btu), per year through 2040. Inc ...
Wednesday, 25 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
In the past five months there has been significant activity in the asset market with the dry bulk segment being by far the most volatile in terms o ...
Tuesday, 24 September 19
9TH ANNUAL SUPPLY CHAIN INNOVATION SUMMIT 2019 ASIA PACIFIC
Summit: 9th Annual Supply Chain Innovation Summit 2019 Asia Pacific
Host: Ace Events
Website: http: ...
Monday, 23 September 19
SUPRAMAX: THE ASIAN ARENA IT WAS A SLOW START, BUT DEMAND INCREASED AS THE WEEK WENT ON - BALTIC BRIEFING
Capesize
The market trended down over this past week, breaking the market out of its upward trending range. While the market traded sideways at ...
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- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- White Energy Company Limited
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- Bharathi Cement Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Bhatia International Limited - India
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Eastern Energy - Thailand
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- PowerSource Philippines DevCo
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- The University of Queensland
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Mintek Dendrill Indonesia
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- MS Steel International - UAE
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Economic Council, Georgia
- Bhoruka Overseas - Indonesia
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
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