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Sunday, 29 December 19
AUSTRALIA SUFFERS WORST OF CHINA'S COAL CURBS AFTER EARLIER BOOM - BLOOMBERG
 Australia is bearing the brunt of China’s year-end coal import restrictions, ceding market share to other exporters including Russia and Mongolia, after shipments soared earlier in 2019.
While total purchases by China rose 9% in November from a year ago, Australian shipments to the top buyer sank 31%, according to Bloomberg calculations based on customs data. Imports from Russia jumped 81% while Mongolian cargoes gained 14%. Volumes from the largest exporter Indonesia climbed almost 10%.
The November data signal a shift from the middle of 2019, when Chinese imports from Australia climbed to a record, mainly driven by robust shipments of coking coal. “Traders have been worried since September about import curbs tightening toward the end of the year as annual quotas come close to maxing out,” said Feng Dongbin, chief analyst at China Coal Resource.
“This applies especially to ports in northern China where coking coal imports reached a record,” he added. This type of coal is used to make steel and differs from thermal coal, which is used for energy and heating.
Australia is the world’s biggest exporter of coking coal and No. 2 shipper of thermal coal so it’s particularly sensitive to China’s import policy. The nation’s miners also face environmental pressure at home amid devastating wildfires.
Beijing regularly adjusts import limits to balance protecting domestic miners and power plants, although the policy often lacks clarity as there is no official notice. While China has allowed more lower-priced imports this year to ease an economic slowdown, ports including Caofeidian and Jingtang halted customs clearances after imports rose significantly. These ports mainly serve steel mills in the Tangshan region.
Australian coal was subject to delays at Chinese ports early in the year in suspected retaliation for Canberra’s ban on Huawei Technologies Co. Resources Minister Matt Canavan said in September the slowdown was largely resolved.
Source: Bloomberg
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Thursday, 16 January 20
SUPRAMAX: INDO/CHINA ROUND VOYAGE FIXING AROUND LOW/MID USD 6,000 BSS APS INDO - FEARNLEYS
Capesize
Still very rough seas for the big ships, with the majority of the fleet trading Far East or fronthaul and consequently earning far les ...
Wednesday, 15 January 20
ASIA PACIFIC GAS AND LNG - 6 THEMES TO WATCH IN 2020 - WOOD MACKENZIE
NEWS RELEASE
Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020
Asian LNG spot pr ...
Wednesday, 15 January 20
PREDICTIONS FOR 2020: 'SLOWBALISATION" IS THE NEW GLOBALISATION - PWC
Projecting what the future holds is an important exercise for businesses looking to plan ahead. Below we present a summary of some of the themes we ...
Wednesday, 15 January 20
SHIPPING MARKET INSIGHT - INERMODAL
Happy New Year and all the best for IMO 2020 !!
The early days of IMO 2020 coming into force have certainly had an impact on the indus ...
Tuesday, 14 January 20
SOLAS AMENDMENTS ENTERING INTO FORCE 1 JANUARY 2020 - STANDARD CLUB
While the latest amendments to MARPOL annex VI which entered into force on 1 January 2020 limiting the SOx emissions from ships has been the centre ...
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- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Planning Commission, India
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Tata Chemicals Ltd - India
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Mercator Lines Limited - India
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Tamil Nadu electricity Board
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
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