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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, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- Indika Energy - Indonesia
- CNBM International Corporation - China
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- Australian Coal Association
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Petron Corporation, Philippines
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