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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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Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
Wednesday, 14 October 20
CHINA COKING COAL FUTURES RALLY ON REPORTED BAN ON AUSTRALIA CARGOES - REUTERS
Dalian coking coal futures rallied for a sixth straight session on Tuesday after reports surfaced that China had stopped buying coal from Australia ...
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- Parliament of New Zealand
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Interocean Group of Companies - India
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Bulk Trading Sa - Switzerland
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- The University of Queensland
- Malabar Cements Ltd - India
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- Planning Commission, India
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Kumho Petrochemical, South Korea
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Uttam Galva Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
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