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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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Wednesday, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
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- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Renaissance Capital - South Africa
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Parry Sugars Refinery, India
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Sical Logistics Limited - India
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
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