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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, 09 June 19
SUPRAMAX: ASIA LOST GROUND; THE INDIAN OCEAN SAW SLOWER ACTIVITY - BALTIC BRIEFING
Capesize
The market continued in an unusually steady ascent last week. With no major news in the market, each day improved on the last, breakin ...
Friday, 07 June 19
KOEN INVITED BIDS FOR 1.87 MILLION TONS OF COAL FOR JULY - OCTOBER 2019 DELIVERY
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,700,000 to 1,870,000 Metric Tons ...
Wednesday, 05 June 19
SHIPPING MARKET INSIGHT - INTERMODAL
The first semester of 2019 started as a fairly positive semester for the offshore sector whilst there was a recovery on crude prices, as well as a ...
Tuesday, 04 June 19
MARPOL ANNEX VI - SULPHUR CAP 2020 - DEMYSTIFYING THE FONAR - SKULD
KNOWLEDGE TO ELEVATE
Fuel Oil Non-Availability Report (FONAR) is primarily a discretionary tool for a Member State to lessen the breach of MAR ...
Monday, 03 June 19
SUPRAMAX: A 61,000 TONNER OPEN NORTH CHINA, FIXING A TRIP VIA INDONESIA, REDELIVERY SOUTHEAST ASIA AT $7,500 - BALTIC BRIEFING
Capesize
The market continued its steady ascent over the past week to improved levels. The TC average opened the previous week at $12,243 and c ...
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Showing 1391 to 1395 news of total 6871 |
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- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Holcim Trading Pte Ltd - Singapore
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- White Energy Company Limited
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Barasentosa Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Energy - Thailand
- PTC India Limited - India
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- The University of Queensland
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Minerals Council of Australia
- Mercator Lines Limited - India
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
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