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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, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Power Finance Corporation Ltd., India
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- VISA Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- Deloitte Consulting - India
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- McConnell Dowell - Australia
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
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