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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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Sunday, 15 September 19
SUPRAMAX / ULTRAMAX: MORE STEMS WERE NOTICED GOING TO VIETNAM FROM INDONESIA - BALTIC BRIEFING
Capesize
Overall it was a negative week for the Capesize market, with many routes losing ground. A limited amount of time charter appeare ...
Wednesday, 11 September 19
THE INDONESIAN COAL PRICE REFERENCE FELL HEAVILY IN SEPTEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 11 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
We are going through one of the rare instances where we see optimism building in the dry bulk industry and, as the momentum is still going, the bel ...
Monday, 09 September 19
INDIAN COMPANIES READY TO INVEST IN DEVELOPMENT OF NEW COAL DEPOSITS IN RUSSIA'S YAKUTIA - TASS
Indian metallurgical companies, which received trial batches of coal from Kolmar mining company, are satisfied with the quality of the products and ...
Monday, 09 September 19
COLOMBIA COAL OUTPUT DOWN YEAR-ON-YEAR IN 2ND QUARTER - REUTERS
Colombia, the world’s fifth-largest exporter of coal, produced 18.9 million tonnes of the fuel in the second quarter, down 4.5% from the same ...
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- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Kobexindo Tractors - Indoneisa
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Edison Trading Spa - Italy
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- GMR Energy Limited - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
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