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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, 11 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.07 PCT - XINHUA
China Taiyuan coal transaction price index stood at 133.16 points Monday, up 0.07 percent week on week.
The index, released by China ...
Wednesday, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
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- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Indika Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- The Treasury - Australian Government
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Planning Commission, India
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
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