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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, 04 March 20
MARKET INSIGHT - INTERMODAL
As it was expected, the whole world has been focusing on the spread of the Coronavirus, with the fast outbreak being primarily a massive humanitari ...
Wednesday, 04 March 20
CORONAVIRUS: A WILDCARD FOR BULKS DEMAND - WOOD MACKENZIE
The coronavirus is casting a shadow across commodity markets. It has undermined China’s economic sentiment, putting the country’s growt ...
Wednesday, 04 March 20
THERMAL COAL TO 'PHASE OUT', STRONG DEMAND FOR COKING COAL: PLATO - SYDNEY MORNING HERALD
Plato Investments managing director Don Hamson says Australian iron ore producers are set to benefit in the fallout from coronavirus as China will ...
Wednesday, 04 March 20
CHINA PROVINCE TO CLOSE 10 MLN TONNES OF COAL CAPACITY IN 2020 - XINHUA
Southwest China’s Guizhou Province plans to phase out 10 million tonnes of outdated coal production capacity by closing 80 coal mines in 2020 ...
Wednesday, 04 March 20
UKRAINE PRODUCED OVER 2.55 MLN TONNES OF COAL IN FEBRUARY - UKRINFORM
In February 2020, Ukraine produced over 2.55 million tonnes of coal, which is 0.2% less than planned.
The Coal Miners Union of Ukrai ...
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- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- The University of Queensland
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- Independent Power Producers Association of India
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Planning Commission, India
- Coal and Oil Company - UAE
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
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