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Wednesday, 19 August 20
U.S. COAL STOCKPILES STEADILY INCREASE AFTER REACHING LOWEST LEVEL IN A DECADE IN 2019 - EIA
 After reaching their lowest level in more than a decade in March 2019, U.S. coal stockpiles steadily increased to 152 million tons in April 2020, recovering to levels not seen in three years. Total U.S. coal stockpiles have increased as coal-fired generation has fallen to a 42-year low.
Coal power plants generally stockpile much more coal than they consume in a month. Coal consumed by power plants in the United States follows the seasonal pattern in overall electricity generation; coal consumption is typically highest in the summer and winter months. Because coal-fired power plants are consuming more coal in the warmest summer months and coldest winter months, coal stocks at power plants are often at their lowest in August and February.
In addition to surveying coal stockpile levels, the U.S. Energy Information Administration (EIA) also calculates how long these stockpiles would last, assuming the power plants receive no additional coal. This value, known as days of burn, considers each plant’s current stockpile level and its estimated consumption rate in coming months. In April 2020, U.S. coal power plants had, on average, about 114 days of burn.
Because coal-fired power plants use different types of coal, EIA tracks days of burn based on coal rank. The two main types of coal used for electricity generation in the United States are bituminous coal, which is mostly produced in states such as West Virginia, Illinois, and Pennsylvania, and subbituminous coal, which is mostly produced in Wyoming.
For bituminous coal-fired power plants, most of which are located in the eastern United States, the average number of days of burn reached 122 days in April 2020. For subbituminous coal-fired power plants, largely located in the Midwest and West, the average number of days of burn was slightly lower at 105 days in April 2020.
EIA expects coal stockpiles to remain relatively steady through 2021, according to forecasts in EIA’s August 2020 Short-Term Energy Outlook. EIA expects coal to drop from providing the second-largest share of the U.S. electricity generation mix in 2019 to the fourth-largest share in 2020, displaced by both nuclear and renewable generation. In 2020, EIA forecasts that coal will provide 683 million megawatthours, or 18% of total electricity generation—less than natural gas at 1,510 million megawatthours (40%), nuclear at 795 million megawatthours (21%), and renewables at 756 million megawatthours (20%).
To provide that electricity, EIA expects the U.S. power sector will consume about 377 million short tons of coal. If realized, this amount of coal consumed by the U.S. power sector in 2020 would be the lowest since 1972. EIA expects coal-fired electricity generation to reclaim a small portion of generation share in 2021, averaging 22% for the year, less than natural gas (35%) but more than nuclear (21%) and on par with renewables (22%).
Principal contributor: Rosalyn Berry
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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 ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Australian Coal Association
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Marubeni Corporation - India
- MS Steel International - UAE
- The University of Queensland
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bangladesh Power Developement Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
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