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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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Monday, 21 December 20
A REBOUND IN GLOBAL COAL DEMAND IN 2021 IS SET TO BE SHORT-LIVED, BUT NO IMMEDIATE DECLINE IN SIGHT - IEA
After a major drop in recent years, global coal demand is forecast to rise by 2.6% in 2021 before flattening out to 2025
A global ec ...
Friday, 18 December 20
AUSTRALIA PM WARNS OF ‘LOSE-LOSE’ IN ANY CHINA COAL SHIFT - REUTERS
Australian Prime Minister Scott Morrison said any shift by China away from importing high quality Australian coal would be a “lose-lose&rdquo ...
Friday, 18 December 20
BIG OIL AND COAL EXPORTERS FACE RECKONING AS PARIS AGREEMENT TURNS FIVE - CNA
On Dec 12, more than 70 global leaders came together at the UN’s Climate Ambition Summit, marking the fifth anniversary of the Paris Agreemen ...
Friday, 18 December 20
SOUTH AFRICAN COAL EXPORTERS LARGELY DEPENDENT ON THE ASIAN MARKETS - BANCHERO COSTA
South Africa is the fourth largest exporter of coal in the world, after Australia, Indonesia and Russia. In calendar 2019 the country exported a to ...
Thursday, 17 December 20
CHINA'S BAN IS LESS OF A THREAT TO AUSTRALIA'S COAL INDUSTRY THAN INTERNATIONAL CLIMATE AMBITION - IEEFA
Australian coal exporters will survive this near-term political fight but there are longterm structural headwinds
The decision by Ch ...
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- Africa Commodities Group - South Africa
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhatia International Limited - India
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Kaltim Prima Coal - Indonesia
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- SMC Global Power, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
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