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Thursday, 08 October 20
GLIMMER OF LIGHT FOR COAL, BUT SHORT TERM - FNARENA
Is coal on the rebound? Demand appears stronger and supply reductions have underpinned a tightening market. Certainly, the Newcastle thermal coal price has been reinvigorated, with Morgan Stanley noting a recent rally generated by an increase in spot buying from Chinese end-users.
The thermal price, having been around US$50/t since early May, has risen to US$55.50/t. Still, the broker assesses developments in China are somewhat confusing.
Customs authorities in Shanghai are contemplating a ban on coal discharging in the final months of the year while some in southern China have secured additional clearance quotas. China is aiming to limit coal imports but domestic production is also constrained because of the clampdown on illegal output.
This has generally tightened the market. Power generation from coal for key importers such as India, Japan and South Korea is returning to normal, although high inventory could limit the level of winter stockpiling in the broker’s view.
Meanwhile, Glencore is curtailing supply in Australia and in June, Morgan Stanley points out, almost half seaborne coal exporters were loss-making, although this has reduced to around 15% at the spot price. Hence, a lapse in supply discipline and a quick return of curtailed capacity could put the recent recovery at risk.
On the metallurgical (coking) coal front, Australia’s hard coking coal price has risen to US$139/t, also sustained by Chinese buying and a recovery in steel production. India’s steel production is almost back to normal, Morgan Stanley observes, although coal imports have not kept up with output.
The broker believes a floor is settling under both coal pricing systems but favours metallurgical over thermal coal as there is a more robust recovery in demand, less inventory around, and potential for seasonal supply disruptions ahead.
Short-Term
So, what about the weather? The Australian Bureau of Meteorology has assessed a La Niña event now prevails in the Pacific Ocean. This signals higher rainfall on the eastern seaboard over the next few months.
As the number of tropical cyclones is also likely to increase, this brings the focus of risk to the largely metallurgical coal basins of Queensland. Credit Suisse assesses a risk of price spikes for coal in the event of supply disruptions and insufficient inventory, given improving demand.
While Australian coal producers are better equipped to deal with severe weather these days, having invested in mitigation, the extent and location of events are difficult to predict adequately.
The Bowen Basin coalfields are the most exposed to severe rain events from tropical cyclones, Credit Suisse notes, while further west base metals operations could be hampered by disruptions to Queensland rail networks. Hence, steel mills and coal traders are likely to be watching the weather closely, to ensure they are ready in terms of sourcing required volumes of metallurgical coal.
Source: FNArena
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Friday, 06 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 05 November 20
THE INDONESIA COAL PRICE REFERENCE RISES FOR SECOND CONSECUTIVE MONTH
COALspot.com: The Indonesia Coal Price Reference rose for a 2nd month by 9.24% month on month. The Indonesia Coal Price Reference for the month of ...
Wednesday, 04 November 20
PHILIPPINES COAL MORATORIUM HIGHLIGHTS DRAMATIC PIVOT TO RENEWABLE ENERGY INVESTMENT FOR LOWER PRICES AND POWER SYSTEM RESILIENCE - IEEFA
Policymakers and industry leaders ready to embrace new energy technologies
The Department of Energy’s call for a moratorium on ...
Wednesday, 04 November 20
FOREIGN INVESTORS FACE TOUGH TIMES CLOSING VIETNAM’S REMAINING COAL POWER DEALS - IEEFA
Project bankability at risk as new regulations threaten usual contractual terms
Foreign investors will face higher-than-usual risks ...
Wednesday, 04 November 20
MARKET INSIGHT - INTERMODAL
As the end of the year approaches, one would definitely notice that the newbuilding orderbook for bulk carriers is significantly smaller compared t ...
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- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Marubeni Corporation - India
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
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