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Tuesday, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the power sector, leading to an increase in inventories both at power plants and coal mines. This comes amid production rising up 6.5% to 84.4 million tonnes (MT). CIL’s dispatches declined 10.3% year-on-year (YoY) to 53.5 MT in March 2020 as demand for power plummeted.
Production declines
For FY20, CIL’s dispatches dropped 4% YoY to 582 MT, while production declined about 1% YoY to 602 MT.
India’s nationwide lockdown came at a time when power demand had largely remained muted and production at Coal India’s mines ramped up following a heavy monsoon season.
Hence, inventories at coal mines and power plants have risen, a general trend seen at the onset of summer but now higher than usual.
Commercial consumers
On the other hand, with industrial and commercial consumers accounting for almost 50% of India’s power demand, generation has been severely dented over the past one week.
In March, after the lockdown was announced, the power demand fell about 25% compared to daily three-year averages (2017–19). In contrast, for the first 21 days in March, demand was up 2.5%.
“On account of such a sharp demand drop and higher coal inventories at power plants, we built-in lower dispatches for CIL in FY21 (-5.5% YoY versus earlier +6.5% YoY).
“While we also anticipate a decline in coal imports (especially from the non-power sector), a subsequent fall in global coal prices may pose a risk and eventually impact CIL’s e-auction realisations,” wrote Motilal Oswal in note to its clients.
Also, given the must-run status for renewables in the country, the brunt of the demand decline is being borne by coal-based plants.
Source: The Hindu
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Friday, 31 July 20
BOTSWANA PLANS MORE COAL-FIRED POWER AS AFRICAN SOLAR ACCELERATES - IEEFA
An African economic leader like Botswana should embrace solar to reduce subsidies and tariff hikes
As Sub-Saharan solar ambition has ...
Wednesday, 29 July 20
2019 U.S. COAL PRODUCTION FALLS TO ITS LOWEST LEVEL SINCE 1978 - EIA
In 2019, U.S. coal production totaled 706 million short tons (MMst), a 7% decrease from the 756 MMst mined in 2018. Last year’s production wa ...
Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that appro ...
Tuesday, 28 July 20
DEUTSCHE BANK TO END GLOBAL BUSINESS ACTIVITIES IN COAL MINING BY 2025 - REUTERS
Deutsche Bank, in a revamp of its policies for fossil fuels, said on Monday that it would end business activities worldwide related to coal mining ...
Monday, 27 July 20
IEEFA ENERGY FINANCE CONFERENCE 2020: COAL, LNG, PETROCHEMICAL SECTORS FACE POOR OUTLOOK AND UPHILL BATTLE FOR INVESTORS
Fossil fuel industries were becoming less financially attractive even before the global coronavirus pandemic
Three major fossil fuel ...
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- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
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- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
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- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
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- Bangladesh Power Developement Board
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- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Economic Council, Georgia
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- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- Mercator Lines Limited - India
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- MS Steel International - UAE
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Ambuja Cements Ltd - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
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