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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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Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
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- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Bhushan Steel Limited - India
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Posco Energy - South Korea
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Energy Link Ltd, New Zealand
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- PTC India Limited - India
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
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