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Tuesday, 15 December 20
NEWCASTLE PRICES RECOVER - FITCH
 Prices for the benchmark Newcastle 6,000 kcal/kg grade coal have rebounded to over USD 70/tonne since late November as major Asian economies ease lockdowns and suppliers cut production in 2H20, said Fitch Ratings in its latest report.
The spread between Chinese and seaborne coal prices remained high at over USD 40/tonne for the 5,500 kcal/kg grade coal as of November, versus the average of USD 30/tonne in 2019, as Chinese buyers run out of import quota towards the year's end.
Fitch further noted said, Australian thermal coal exports declined 6% qoq and 14% yoy in 3Q20 as shipments to China dropped 50% qoq and 52% yoy. The declines were partly offset by growth in shipments to India, up 250% qoq and 96% yoy, suggesting some of the cargoes heading to China were redirected.
Japan and South Korea have set the goal to achieve carbon neutrality by 2050, followed by China’s aim for 2060. Japan, in particular, clarified it is not considering building new nuclear power plants to achieve the goal, pointing to continued investments in renewable energy and weaker coal imports in the long run.
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Sunday, 13 December 20
LONGSTANDING DOWNSIDE RISKS TO TRADE OUTLOOK - BALTIC EXCHANGE
The OECD has attempted to put a positive spin on the trade message emanating from its latest economic outlook, released last week.
The ...
Sunday, 13 December 20
INDONESIA COAL OUTPUT AT 514 MILLION TONNES THIS YEAR, 2021 TARGET UNCHANGED - REUTERS
Indonesia coal output in the period to Dec. 10 stood at 514.2 million tonnes, official data from the energy ministry’s website showed.
&n ...
Thursday, 10 December 20
MALAYSIA'S CIMB ANNOUNCES COAL FINANCING PHASE-OUT BY 2040 AS ASIA'S FOSSIL FUEL DIVESTMENT DRIVE ACCELERATES - IEEFA
The first emerging markets bank to announce a progressive coal exit policy
Malaysia’s CIMB Group Holdings (CIMB) has announced ...
Wednesday, 09 December 20
MARKET INSIGHT - INTERMODAL
Heading towards the end of a difficult year and with the entire planet under the shadow of the covid-19 virus, it is interesting to proceed with a ...
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 ...
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- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Eastern Coal Council - USA
- PTC India Limited - India
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Barasentosa Lestari - Indonesia
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Marubeni Corporation - India
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Siam City Cement - Thailand
- Economic Council, Georgia
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
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