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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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Wednesday, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
Tuesday, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
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- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Orica Mining Services - Indonesia
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Planning Commission, India
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Australian Coal Association
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
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