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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, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
Tuesday, 04 February 20
CAPE: THE AVERAGE EARNINGS PER DAY FELL BENEATH THE USD 4,000, A LEVEL CONSIDERABLY BELOW EVEN THE MOST CONSERVATIVE OPEX LEVELS - ALLIED
The recent slump in the dry bulk freight market may well have been expected to some degree, but despite this the shock was still overwhelming when ...
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- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- Minerals Council of Australia
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- MS Steel International - UAE
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
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