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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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Monday, 23 August 21
CHINESE COAL PRODUCTION RISES 4.9 PCT IN 1ST 7 MONTHS OF 2021 - NBS
Official figures demonstrated that the Chinese raw coal production surged 4.9 percent annually to 2.26 billion tonnes in the January-July period of ...
Friday, 20 August 21
ARE WE LOOKING AT THE NEXT DRY BULK SUPER CYCLE? IS IT EVEN A CYCLE? - BIMCO
Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs ...
Friday, 20 August 21
BIMCO'S SHIPPING NUMBER OF THE WEEK: CHINESE IRON ORE IMPORTS FALL TO 14-MONTH LOW IN JULY - PETER SAND
Chinese iron ore imports fell to 88.5 million tonnes in July, the lowest level since May 2020. The fall in July means that accumulated imports are ...
Friday, 20 August 21
SOARING DEMAND FOR THE WORLD’S LEAST-LIKED COMMODITY SEES THERMAL COAL PRICES JUMP 106% THIS YEAR - CNBC
Soaring electricity demand, infrastructure woes and a surge in global gas prices have triggered an extraordinary rally for the world’s least ...
Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed r ...
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- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Timah Investasi Mineral - Indoneisa
- Videocon Industries ltd - India
- Toyota Tsusho Corporation, Japan
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- White Energy Company Limited
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Aditya Birla Group - India
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- The University of Queensland
- Mjunction Services Limited - India
- Kepco SPC Power Corporation, Philippines
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
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