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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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Tuesday, 27 October 20
PLN STILL REFUSING TO ADAPT, A MOVE WHICH WILL HURT INVESTORS, CONSUMERS, AND THE GOVERNMENT PURSE - IEEFA
Utility’s latest planning report locks PLN into the past
PLN would be better served restructuring its business to address the current en ...
Monday, 26 October 20
'LONG ASCENT' TO RECOVERY OF GLOBAL GROWTH - BALTIC EXCHANGE
The global economy has so far avoided a “financial catastrophe” but growth projections from the International Monetary Fund’s lat ...
Friday, 23 October 20
SHIPPING LOANS AND COLLATERAL DAMAGE - VICTOR ONYEGBADO, AKABOGU & ASSOCIATES
KNOWLEDGE TO ELEVATE
Shipping finance transactions are characterised by peculiar risk factors principally on account of the shipping asset&rsq ...
Friday, 23 October 20
WHAT WILL THE 2020 ELECTIONS MEAN FOR US ENERGY? - WOOD MACKENZIE
The 2020 elections present American voters with a choice between two radically different visions for the future of energy. President Donald Trump r ...
Wednesday, 21 October 20
BRAZIL EXPORTED 238.7 MLN TONNES OF IRON ORE IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
Brazil’s iron ore exports have been gradually but steadily recovering following a disastrous winter period of 2019/2020. In the first 9 month ...
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- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Marubeni Corporation - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
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