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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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Tuesday, 29 December 20
CORROSION-RESISTANT STEELS FOR CARGO OIL TANKS - DNV GL
KNOWLEDGE TO ELEVATE
Crude oil is a complex mixture of substances at varying ratios and in most cases contains at least some salt water. ...
Tuesday, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
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- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- Miang Besar Coal Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- The University of Queensland
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Tata Chemicals Ltd - India
- Straits Asia Resources Limited - Singapore
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
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