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Tuesday, 22 December 20
SOUTHEAST ASIA'S COAL DEMAND IS SET TO EXPAND AFTER THE PANDEMIC-INDUCED HIATUS IN 2020 - IEA
 Coal consumption in Southeast Asia has more than doubled in the last decade, with the largest growth in Indonesia and Viet Nam, followed by Malaysia and the Philippines. In 2019, demand in Southeast Asia was 332 Mt, of which 42% was accounted for by Indonesia and 27% by Viet Nam, as in both new coal power plants began commercial operations.
In 2020, coal demand in Viet Nam is proving to be resistant due to strong economic growth, which will push coal demand up around 12%. In contrast, coal demand in Indonesia and the Philippines will fall for the first time in several years as a result of Covid-19 outbreak. Overall demand in Southeast Asia is expected to increase only slightly in 2020. In 2021, however, a 7% rebound in coal demand is expected as economies recover.
A large portion of demand for coal in Southeast Asia originates in the power sector. Indonesia and Viet Nam in particular, as well as the Philippines, are expanding coal-fired power plant capacity. Viet Nam, however, is rethinking its plans for sizeable coal developments and the Philippines announced a moratorium on the approval of new greenfield coal power projects.
Coal technology and funding traditionally come from Japan, Korea and China, but Japanese and Korean investors are increasingly reluctant to commit to coal investments. Additionally, some projects have been delayed due to the pandemic. Coal’s role in the future is therefore becoming more uncertain, and efforts to increase renewable generation and reduced LNG prices are gaining force.
Industrial consumption, especially in the steel, cement and smelting sub-sectors, will maintain coal demand growth once the economies recover. In Indonesia, the government has ruled that coal producers investing in downstream activities will receive a waiver on royalties, which will certainly boost coal demand.
Source: COAL 2020, IEA
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Friday, 12 March 21
INDIA SHOULD FOCUS ON REDUCING COAL POWER GENERATION INSTEAD OF CAPACITY - IEEFA
Nearly half of existing coal power in India is more expensive than new renewable power
To get to its ambitious climate targets, Indi ...
Friday, 12 March 21
BATTERIES ARE REPLACING COAL NOT GAS - IEEFA
No amount of government subsidies can halt gas’s decline
Batteries are replacing coal not gas.
Today the early ...
Friday, 12 March 21
RENEWABLES SHOULD BE FOCUS OF VIETNAM’S DRAFT PDP8, NOT COAL AND GAS - IEEFA
Evidence was clear to inform the next stage of Vietnam’s power development
Vietnam’s recently published draft power deve ...
Thursday, 11 March 21
U.S. TO PRODUCE 581 MMST IN 2021, UP 8% FROM 2020 - EIA
EIA expects U.S. coal production to total 581 MMst in 2021, 42 MMst (8%) more than in 2020. In 2022, EIA expects coal production to rise by a furth ...
Thursday, 11 March 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during the first months of 2021, we have come across a new era in which Owners chose the shipyards to repair their ...
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- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Wilmar Investment Holdings
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- India Bulls Power Limited - India
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
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