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Tuesday, 22 December 20
AFRICA PERSPECTIVE INDICATES NO MAJOR SHIFTS FOR COAL CONSUMPTION - IEA
 Overall countries on the African continent consumed 197 Mt of coal in 2019, 12 Mt less (-6%) than 2018.
South Africa, the continent’s primary coal consumer, accounted for most of this decline. While coal consumption for power generation in South Africa decreased 2.7%, non-power thermal coal consumption dropped by 11%. Sasol Limited used 2.5 Mt less coal to produce synfuel and a variety of chemicals. The distressed state of the construction sector and reduced spending on infrastructure also resulted in lower coal consumption by cement and brick producers in South Africa.
The decline in South Africa’s coal consumption is expected to continue throughout 2020 as a result of the Covid-19 pandemic and load-shedding due to poor coal plant performance. Demand will not recover by 2025 and is expected to remain below 200 Mt, in spite of the second unit (800 MW) of the 4 800 MW Kusile power plant having started commercial operations in October 2020 (other units will come online later). South Africa’s GDP is expected to contract severely (by 8%) in 2020 and to recover only mildly (by around 3%) in 2021. Consequently, South Africa’s power generation (especially coal-fired) and non-power coal consumption are expected to remain subdued through 2021.
In addition, Eskom, South Africa’s largest utility, remains in a difficult financial and operational situation while South Africa has recently suffered frequent power cuts, as its two massive coal-fired power plants – Medupi power station at Limpopo (4.8 GW) and the Kusile power plant at Mpumalanga (4.8 GW) – are still having technical complications.
After a surge of around 35% in 2019 with introduction of the new 1.4 GW Safi power station, Morocco’s coal consumption is expected to remain at 9 Mt per year in 2020 and 2021. In 2020, Morocco’s National Office for Electricity and Drinking Water extended its power purchase agreement for the 2 GW Jorf Lasfar power plant, which provides 40% of Morocco’s electricity generation. No other projects are currently under development, as Nador coal power project has not reported further progress.
In Egypt, the Ministry of Electricity and Renewables cancelled plans for construction of the Hamrawein plant, thereby prospects for increased imports have vanished. Cement kilns and steel production will get back to 2019 consumption levels once recovered from the big drop in 2020.
Some other coal-fired generation projects, such as the 300 MW KP1 plant in Botswana and the 300 MW Mbeya plant in Tanzania are proceeding after minor reorganisations and licence updates. In Zimbabwe, 8 GW of coal power generation capacity in different projects have been announced, but there is no clarity about how they can progress.
Source: COAL 2020, IEA
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Friday, 20 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 19 November 20
MARKET INSIGHT - INTERMODAL
As we are moving towards the end of the year, the overall deal landscape of the dry bulk sector corresponding to the second half of 2020 (up to dat ...
Tuesday, 17 November 20
COAL SQUEEZE INTENSIFIES - BALTIC EXCHANGE
The message from the top is clear: cut out coal. While the regulatory pressure has been evident for some time, the race to banish the black stuff s ...
Tuesday, 17 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 128.72 points Monday, up 0.35 percent week on week.
The index, released by China ...
Tuesday, 17 November 20
AUSTRALIAN COAL EXPORTS TO CHINA SLUMP, BUT PRICES ARE MIXED - REUTERS
China’s unofficial ban on coal imports from Australia is starting to take its toll on volumes, with departing cargoes down sharply so far in ...
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- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Parry Sugars Refinery, India
- Australian Coal Association
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- The University of Queensland
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
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