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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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Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Deloitte Consulting - India
- Planning Commission, India
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
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