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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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Wednesday, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- Australian Coal Association
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- PowerSource Philippines DevCo
- PTC India Limited - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- Bangladesh Power Developement Board
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- Antam Resourcindo - Indonesia
- Economic Council, Georgia
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
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