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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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Thursday, 16 May 19
SUPRAMAX: INDO/CHINA COAL RV TRADING AROUND US$ 9,000 BSS S.CHINA DELIVERY - FEARNLEYS
Capesize
This volatile segment is trying to find a clear direction from the present US$ 12,000/day earnings for standard units says Fearnleys W ...
Wednesday, 15 May 19
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
Modern warfare - Trade wars & sanctions
As of May 1st, the U.S. has ended waivers to the sanctions that had allowed the top buyers of Irani ...
Monday, 13 May 19
INDONESIAN COAL PRICE REFERENCE CONTINUES TO FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Monday, 13 May 19
SUPRAMAX: SOUTHEAST ASIA THE MARKET SAW BETTER DEMAND - BALTIC BRIEFING
Cape
The market continued its rollercoaster ride last week opening with negative sentiment, but turning around in dramatic fashion by the week& ...
Thursday, 09 May 19
DEEP OFFSHORE SOUTHEAST ASIA CONGRESS 2019
Deep Offshore Southeast Asia Congress 2019
Event Date:2-3th July. 2019t
Location: Jakarta, Indonesia
Sarawak Shell Berhad (S ...
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- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- ICICI Bank Limited - India
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Minerals Council of Australia
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Planning Commission, India
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Australian Commodity Traders Exchange
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- European Bulk Services B.V. - Netherlands
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
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