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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, 07 February 20
CIL LOOKING TO TAP NON-POWER SECTORS FOR INCREMENTAL COAL, PTI REPORTED
The miner is looking to ramp up production to meet its targets for the current fiscal at a time when the economic slowdown is impacting demand for ...
Friday, 07 February 20
VIRUS - HIT CHINA MAY NEED MORE IMPORTS OF COAL. NOW COMES THE TRICKY PART - SHIPPING IT THERE: REUTERS
China’s domestic coal mines are struggling to ramp up production in the face of the ongoing coronavirus epidemic. That’s a situation th ...
Friday, 07 February 20
CORONAVIRUS IMPACTING THE GLOBAL SHIPPING INDUSTRY - BIMCO
The outbreak of the novel Coronavirus has dented market sentiment and spooked markets around the globe. When China sneezes, we all catch the flu. T ...
Thursday, 06 February 20
CAPE: WEAK SUPPLY/DEMAND RATIO THE STREETS REMAIN BLOODY FOR THE BIG SHIPS - FEARNLEYS
Cape: With still a weak supply/demand ratio the streets remain bloody for the big ships, and actual spot earnings are close to zero on main short-h ...
Thursday, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
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- VISA Power Limited - India
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Siam City Cement - Thailand
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Samtan Co., Ltd - South Korea
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Bhatia International Limited - India
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Planning Commission, India
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Tata Chemicals Ltd - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bharathi Cement Corporation - India
- The University of Queensland
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- ASAPP Information Group - India
- White Energy Company Limited
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Altura Mining Limited, Indonesia
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Central Electricity Authority - India
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
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