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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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Wednesday, 16 June 21
MARKET INSIGHT - INTERMODAL
“While approaching the second half of the year and summer season is just around the corner, COVID vaccination programs are steadily moving fo ...
Monday, 14 June 21
'WISHFUL THINKING': WHY CHINA NEEDS AUSTRALIAN IRON ORE FOR 'MANY YEARS' TO COME - YAHOO FINANCE AU
A “wintry period”.
That’s what’s expected to happen to Australia’s economy “when” China st ...
Sunday, 13 June 21
COAL AND LNG’S SURGE IN ASIA PLAYS INTO RENEWABLE ENERGY HANDS - REUTERS
Liquefied natural gas (LNG) and thermal coal prices in Asia have been roaring ahead in recent months amid strong demand, but while welcome news for ...
Friday, 11 June 21
5 REASONS GLOBAL SHIPPING COSTS WILL CONTINUE TO RISE - ING
No short-term relief
Shipping costs have been growing strongly since the autumn of 2020, but the first months of this year have seen a new surg ...
Friday, 11 June 21
ASIA COAL PRICES SURGE, BUT CHINA-AUSTRALIA DISPUTE MEANS RALLY IS UNEVEN - REUTERS
Thermal coal prices across Asia have surged to multi-year highs amid strong demand and some supply constraints, but some types of the fuel have don ...
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- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- MS Steel International - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- Petron Corporation, Philippines
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- The University of Queensland
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
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