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Wednesday, 02 December 20
GLOBAL MINING SECTOR OUTLOOK STABLE DUE TO CHINA'S RECOVERY - FITCH RATINGS
 China’s post-pandemic economic recovery and sizeable infrastructure-focused government stimulus boosted global metals and mining prices, helping to stabilise Fitch Ratings’ expectations for the sector’s performance in 2021. Risks of pandemic-related supply disruptions and slower-than-forecast economic growth will linger next year, but their impact on the sector will be moderate compared with the downturn in 1H20.
Improved demand in the metals and mining sector was primarily driven by a quick recovery in China, fuelled by significant government investments in infrastructure as well as monetary policies that support construction, although a full economic recovery in other regions will take longer. Our stable sector outlook reflects favourable conditions in several important markets, such as iron ore, copper and aluminium. We expect prices to moderate in 2021 and align closer with market fundamentals. Supply-demand dynamics for individual commodities will evolve, reflecting economic growth in various regions and potential supply disruptions driven by pandemic-related restrictions or weather conditions.
Iron ore and gold miners will continue to benefit from robust demand and cash flow generation in 2021. Increasing supply from Brazil is key for reducing the global market deficit, which could be delayed, leading to some upside potential for our price assumptions. We expect the copper and nickel markets to be broadly balanced in the medium term. Demand for nickel, which is used in batteries, could be boosted by the European green recovery pledges that introduce tax breaks and purchase incentives for electric vehicles.
Commodities such as aluminium, zinc, metallurgical coal and thermal coal will remain over-supplied in the near term. Prudent financial policies that could help mitigate emerging risks are key for the ratings in these segments.
Source: Fitch Ratings
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Tuesday, 08 December 20
MARKET ANALYSIS - ALLIED SHIPPING
It is now undisputed that oil consumption for 2020 will post a considerable drop, as demand for several petroleum products has plummeted since the ...
Tuesday, 08 December 20
PANAMAX: THE OVERALL MARKET SEEMS TO BE UNDER NEGATIVE PRESSURE - ALLIED
Capesize
A rather indifferent week for the Capesize market, with BCI 5TC figure finishing the week with slight losses of 0.8%. The Atlantic enj ...
Friday, 04 December 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 ...
Friday, 04 December 20
THE INDONESIA COAL PRICE REFERENCE REACHES THREE MONTH HIGH ON IMPROVING DEMAND OUTLOOK
COALspot.com: The Indonesia Coal Price Reference reaches three month high on improving demand outlook . The Indonesia Coal Price Reference rose by& ...
Wednesday, 02 December 20
INDONESIA CONSIDERING CLOSING 3,400MW SURALAYA COAL PLANT - THE JAKARTA POST
The government is considering to shut down the aging Suralaya coal-fired power plant (PLTU) in Cilegon, Banten, and replace it with green energy, a ...
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Showing 716 to 720 news of total 6871 |
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- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Parliament of New Zealand
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Pendopo Energi Batubara - Indonesia
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Global Coal Blending Company Limited - Australia
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- White Energy Company Limited
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Jindal Steel & Power Ltd - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
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