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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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Friday, 10 July 20
GLOBAL SHIPPING EARNINGS FORECAST CUT AS SUPPLY SET TO OUTSTRIP DEMAND - MOODY'S
EBITDA forecast worsens, keeping outlook negative. We now expect the aggregate EBITDA of rated shipping companies to fall by around 16%-18% in 2020 ...
Friday, 10 July 20
SLOW RECOVERY IN TANKER RATES TO WEIGH ON BUANA LINTAS LAUTAN - FITCH RATINGS
Fitch Ratings believes that international tanker rates are likely improve after their sharp fall since May 2020, albeit at a slow pace. The weaknes ...
Wednesday, 08 July 20
MARKET INSIGHT - INTERMODAL
During the previous month, the dry bulk market witnessed an impressive increase in the BDI index that has reached 1800 points from 500 with a clear ...
Tuesday, 07 July 20
COAL INDIA WORKERS STRIKE CUTS OUTPUT BY 56%: OFFICIAL - REUTERS
A strike at Coal India Ltd cut production by 56% in the three days ending July 4 as workers oppose opening up coal mining to the private sector, a ...
Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
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- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Global Coal Blending Company Limited - Australia
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- The University of Queensland
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
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