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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$70/t over 2021, although ING suspects the highs are behind us for the year already, with the much colder weather seen this winter having proved supportive for demand. The key risk for the coal market remains the tensions between China and Australia, and price action will also depend on how this situation develops.
AUD has been impacted more by iron ore prices than by coal prices, and this should continue to be the case moving on. As highlighted above, dynamics in the coal market will be heavily dependent on the China-Australia tensions (China moved to ban Australian coal in 2020). Any developments in the trade relationship between the two countries would likely impact AUD sentiment directly, and only partially through the coal channel, further said ING.
Despite South Africa’s coal rents amounting to approximately 2.4% of GDP (the third highest in the world), coal prices have not had a significant correlation with ZAR recently. This may suggest that only wide moves in coal prices may have a tangible impact on the currency, which is by the way showing some nominal and real undervaluation. ING sees ZAR as one of the most vulnerable EM currencies to rising UST yields given as its fundamentals not show material improvement vs most of its EM peers.
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Monday, 08 March 21
MARCH 2021 INDONESIA COAL PRICE REFERENCE SETTLES LOWER
COALspot.com: The Indonesia coal price reference for March 2021 settles at US$ 84.49 per ton FOB vessel.
The Indonesia coal pr ...
Saturday, 06 March 21
ASIA SEABORNE COAL PRICES START TO RETREAT, CHINA-AUSTRALIA DISPUTE LINGERS - REUTERS
There are signs that the price and demand surge for coal during the recent colder-than-expected winter across North Asia is starting to ease, even ...
Thursday, 04 March 21
HEAD OF JBIC SAYS THE JAPANESE BANK WILL NOT FUND NEW COAL PLANT DEVELOPMENT - NHK NEWS
The governor of the Japan Bank for International Cooperation has said that the government-owned financial institution will stop funding new coal-fi ...
Wednesday, 03 March 21
MARKET INSIGHT - INTERMODAL
Following the recent rally to multi year highs of metal-based commodities, amid an unprecedented global economic stimulus, discussions of an emergi ...
Saturday, 27 February 21
CHINA'S BENCHMARK POWER COAL PRICE EDGES DOWN - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Central Java Power - Indonesia
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Mercator Lines Limited - India
- Parliament of New Zealand
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- SMG Consultants - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- White Energy Company Limited
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
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