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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
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Marubeni Corporation - India
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
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