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Friday, 22 November 19
UNCERTAINTY IN THERMAL COAL MARKET PERSISTED IN 3Q19 - ADARO
 Uncertainty in thermal coal market persisted in 3Q19, mainly due to the actions, or inactions, of China in setting policies for global coal market. Benchmark prices for sub-bituminous and Newcastle off-spec coals declined and remained low during this period amid concern of China import quota and more supply to Pacific market partly due to prolonged dry season in Indonesia said Adaro 3Q19 quarterly activities report. the report further said, although beginning of July saw slight rally in benchmark prices, GlobalCoal Newcastle (gCN) benchmark declined to US$60 level in August, the lowest since July 2016. The average gCN price and Indonesian sub-bituminous price (ICI3) in 3Q19 dropped by 42% and 19%, respectively, compared to the same period last year.
The overall seaborne coal demand in 9M19 increased compared to last year despite the reduced intake from Europe amid low gas prices and uncertainties in China import policy. Demand growth from seaborne market was mainly driven by China, Indian subcontinent and Southeast Asia. The opened arbitrage for imported coal has increased China’s thermal and anthracite import volume by 20% compared to September last year, bringing January-September import volume up by 6% y-o-y.
Adaro says, at the same time, India has increased its coal imports during the quarter to supply its coastal power plants as Coal India underperformed in 3Q19. Vietnam, the Philippines, and Malaysia continue to make progress with constructions of new coal-fired plants. Vietnam led the demand growth in Southeast Asia with total y-o-y increase of 18 Mt in Jan-Sep 2019. From the supply side, although Indonesian production is likely to continue growing, export is expected to be constrained by increased domestic demand and upcoming rainy season. Indonesia’s Ministry of Energy and Mineral Resources approved quota increment from miners to an additional 24-35 Mt of production. Australia and Russia also increased their supply to seaborne market during the first nine months of the year, while the US and Colombia reduced their export volume due to dropping demand from the Atlantic market.
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Thursday, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
Wednesday, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
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- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- Renaissance Capital - South Africa
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Wilmar Investment Holdings
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Economic Council, Georgia
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Planning Commission, India
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Eastern Energy - Thailand
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
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