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Saturday, 06 March 21
AUSTRALIAN COAL: SOME WEAKNESS COULD MATERIALIZE AFTER THE WINTER - ING
 Newcastle coal prices remain well supported for now, however as we move out of the winter months we would expect prices to come under pressure. Meanwhile, domestic thermal coal prices in China have fallen, and so these weaker prices should weigh on the seaborne market, says ING.
According to ING, Newcastle coal will average US$70/t over 2021, although ING suspects the highs are behind us for the year already, with the much colder weather seen this winter having proved supportive for demand. The key risk for the coal market remains the tensions between China and Australia, and price action will also depend on how this situation develops.
AUD has been impacted more by iron ore prices than by coal prices, and this should continue to be the case moving on. As highlighted above, dynamics in the coal market will be heavily dependent on the China-Australia tensions (China moved to ban Australian coal in 2020). Any developments in the trade relationship between the two countries would likely impact AUD sentiment directly, and only partially through the coal channel, further said ING.
Despite South Africa’s coal rents amounting to approximately 2.4% of GDP (the third highest in the world), coal prices have not had a significant correlation with ZAR recently. This may suggest that only wide moves in coal prices may have a tangible impact on the currency, which is by the way showing some nominal and real undervaluation. ING sees ZAR as one of the most vulnerable EM currencies to rising UST yields given as its fundamentals not show material improvement vs most of its EM peers.
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Wednesday, 14 April 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 1.10 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.05 points Monday, down 1.10 percent week on week.
The index, released by Chi ...
Wednesday, 14 April 21
MARKET INSIGHT - INTERMODAL
After a series of months where the dry bulk sector was attracting most of the buying interest, tankers SnP activity spiked in the previous weeks. O ...
Tuesday, 13 April 21
INDONESIAN COAL PRICE REFERENCE IN APRIL UP AGAIN ON FIRM DEMAND
COALspot.com: The Indonesia coal price reference for April 2021 settles at US$ 86.68 per ton FOB vessel.
The Indonesia coal pr ...
Monday, 12 April 21
CHINA'S ECONOMIC RECOVERY PUSHES COAL MINES TO INCREASE YIELD - GLOBAL TIMES
China’s fast economic rebound from coronavirus has driven up electricity demand, leading to higher consumption of coal which is seeing rising ...
Monday, 12 April 21
GLOBAL COAL PRODUCTION EXPECTED TO RISE BY 3.5% IN 2021, SAYS GLOBALDATA
Global coal output is estimated to have declined by 2% in 2020 due to COVID-19-related lockdowns and restrictions, with significant reductions obse ...
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- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- GMR Energy Limited - India
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Vedanta Resources Plc - India
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Coalindo Energy - Indonesia
- Ministry of Mines - Canada
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Planning Commission, India
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Videocon Industries ltd - India
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
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