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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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Monday, 29 March 21
MOODY'S: OUTLOOK FOR GLOBAL METALS AND MINING INDUSTRY TURNS POSITIVE ON HIGHER EBITDA IN PANDEMIC'S WAKE
- Demand for steel, iron ore and copper will rise, while aluminum, nickel and zinc will remain in surplus
- EBITDA is expected to ...
Thursday, 25 March 21
'OMNIBUS LAW' REGULATION ON INDONESIA’S ENERGY AND MINING SECTORS TO BOOST COAL PROCESSING BUT ALSO RAISES QUESTIONS - ABNR
February 2021 saw the issuance of a raft of new government regulations to give effect to the reformist Job Creation Law (colloquially known as the ...
Thursday, 25 March 21
PROPOSED SWITCH FROM COAL TO LNG THREATENS RENEWABLE ENERGY DEVELOPMENT IN ASIA - IEEFA
Renewables offer an ever cheaper, financially sustainable and energy secure alternative, better able to support developing nations
A ...
Thursday, 25 March 21
MAJOR INVESTMENT ADVISORS BLACKROCK AND MEKETA PROVIDE A FIDUCIARY PATH THROUGH THE ENERGY TRANSITION - IEEFA
BlackRock and Meketa say divestment from fossil fuels improves, not weakens, investment returns
Two major financial management firms ...
Thursday, 25 March 21
EUROPE PASSES MILESTONE WITH HALF OF COAL PLANTS CLOSED OR SET TO RETIRE BY 2030 - EURACTIV
Half of Europe’s 324 coal-fueled power plants have either closed or announced a retirement date before 2030, it emerged on Monday (22 March) ...
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- The University of Queensland
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Planning Commission, India
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Eastern Energy - Thailand
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Minerals Council of Australia
- Independent Power Producers Association of India
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- Renaissance Capital - South Africa
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- PTC India Limited - India
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
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