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Wednesday, 16 December 20
INDONESIAN COAL RECOVERING - FITCH
 Commenting on Indonesian coal, Fitch Ratings, the Indonesian 4,200 kcal index has begun to recover, improving to over USD 29 in November compared to its historic lows recorded in August this year.
Fitch Ratings expects the price to continue to recover in 2021, due to the expected rise in import demand and improved sentiment following a coal trade pact between Indonesia and China.
According to Fitch, mining contractors are also likely to benefit from rising prices as their service rates tend to follow coal prices.
Fitch expects Indonesian coal prices to benefit from rising overseas demand, better supply discipline and improved trading sentiment with its largest coal importer China, Fitch’s Indonesia and Australia Data Snap shot shows.
Fitch considers the recent trade pact between Indonesia and China’s coal trading bodies, for over USD1.5 billion of coal trade over the next three years, to be largely symbolic as historical trade volumes have been higher. Nevertheless, Fitch thinks this could help with the sentiment for Indonesian coal prices. Indonesia’s coal exports fell by around 14% yoy in January-October2020, with most of the decline occurring in 2H20.
According to Fitch, the plant load factors (PLF) of coal-based thermal power plants in India improved to 55.5% in October 2020 after power demand returned to growth. The coal-fired plants were hit badly with PLFs falling well below 50% in April-September 2020 when power demand fell sharply and the "must-run"status of renewable power producers limited curtailments for the latter.
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Wednesday, 14 October 20
MARKET INSIGHT - INTERMODAL
The tanker market has experienced severe freight rate and asset value declines over the past 5 months. A potential market upturn may arise in the c ...
Friday, 09 October 20
INDIA'S COAL IMPORTS IMPROVE SOMEWHAT, BUT RECOVERY IS UNEVEN - REUTERS
India’s coal imports, depressed by the impact of coronavirus this year, regained ground in September, but in an uneven uptick – shipmen ...
Thursday, 08 October 20
CHINA'S COAL IMPORTS FROM INDONESIA DECLINED 16.4% Y-O-Y, TO 80.2 MLN TONNES IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
China's coal imports boomed in 2019, surprising many who had expected the government would clamp down strictly on shipments.
...
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 p ...
Wednesday, 07 October 20
U.S. COAL PRODUCTION TO DECREASE BY 26 PERCENT IN 2020 COMPARED TO 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 525 million short tons (MMst), compared with 705 MMst in 2019, a 26% decrease.
COVID-19 a ...
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- Samtan Co., Ltd - South Korea
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Cement Manufacturers Association - India
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Anglo American - United Kingdom
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Interocean Group of Companies - India
- Aditya Birla Group - India
- PTC India Limited - India
- Posco Energy - South Korea
- McConnell Dowell - Australia
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Marubeni Corporation - India
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
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