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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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Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
Sunday, 26 January 20
SUPRAMAX: THE ASIAN BASIN SAW A 56,000DWT SHIP FIXING DELIVERY SAMARINDA TRIP TO WEST COAST INDIA AT $4,750 - BALTIC BRIEFING
Capesize
The market endured heavy losses throughout the past week, with the Capesize 5TC dropping from $8,352 to $4,772. In the lead up to Chin ...
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- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Minerals Council of Australia
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Sinarmas Energy and Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
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