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Wednesday, 16 December 20
CHINA TO BOOST DOMESTIC SUPPLY - FITCH
China’s benchmark Qinhuangdao 5,500kcal/kg coal price rose above the government’s upper yellow interval of CNY600/tonne in early October as power consumption recovered and import quota depleted. The government subsequently urged miners in Inner Mongolia to ramp up production in preparation for the winter heating season, Fitch reported.
Inner Mongolia accounts for around one-third of China’s coal supply, but its production fell by 11% yoy in 9M20 amid stringent mining permits and safety checks, Fitch Rating said.
Chinese thermal coal imports dropped by 28% qoq and 38% yoy in 3Q20 as buyers ran out of import quota, according to China and India Data Snap shot of Fitch. China’s 10M20 coal imports were equivalent to 93%, 90%, and 84% of the full-year imports in 2017, 2018, and 2019, respectively.
The volume-based restriction has prompted Chinese importers to purchase higher-grade coal, leading to Australian exporters’ share gain in Chinese imports earlier this year.
However, the rising diplomatic tensions between Beijing and Canberra have raised the risk of Chinese bans on Australian coal imports. Domestic production has been stable, up 1.3% yoy and down 0.1% qoq in 3Q20.
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Friday, 27 August 21
THE ECONOMICS OF INDONESIA’S DIESEL POWER PLANT TO GAS CONVERSION PLAN ARE PROBLEMATIC - IEEFA
Deploying new small-scale LNG is an uphill battle for PGN
Indonesian gas is currently in a precarious position, where the government needs to ...
Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
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- Petron Corporation, Philippines
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
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