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Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
 The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coal prices to decline y-o-y. Slowing global economy, uncertainty over government policies, US-China trade tension, and lower LNG prices were among the factors that impinged on the market in 2019, said Adaro in its Quarterly Activities Report Fourth Quarter of 2019.
According the one th elargest coal miner in Indoneisa, global manufacturing PMI ended at 50.1 -reflecting marginal expansion -as the market remained cautious of the lackluster global economy. Electricity demand and coal consumption of China and India have also been impacted.
China’s y-o-y power generation growth declinedto 5.4% from 6.2% in 2018, with coastal provinces only growing by 3%, whereas India’s 11M19 y-o-y coal-fired generation has dropped by 2.3%.
Adaro Energy Quarterly Activities Report Fourth Quarter of 2019 further noted that, in addition, coal prices have declined with average GlobalCoal Newcastle (gCN) price in 2019 dropping to US$77.74 per tonne, reflecting a decline of 28% y-o-y.Despite the price pressure, the global trade of seaborne thermal coal has increased beyond 1 billion tonnes. Demand for Indonesian sub-bituminous coal from Southeast Asian countries like Vietnam, Malaysia and the Philippines increased due to robust electricity demand along with the increase in new coal-fired power plants capacity.
Adaro Energy Quarterly Activities Report Fourth Quarter of 2019 noted that, the demand from Indonesian domestic market has also increased significantly by 20%, with industrial sector as one of the greatest contributors to the domestic demand growth. Moreover, Indonesia’s coal production reached a record 610 Mt in 2019 in response to the growing appetite towards Indonesian coal.
Adaro says," We remain positive on the long-term fundamentals of coal market supported by the Southeast Asia and South Asia region as these regions pursue economic development and improve their power sector".
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Friday, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
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- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Economic Council, Georgia
- Siam City Cement - Thailand
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Minerals Council of Australia
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Australian Coal Association
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
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