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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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- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sojitz Corporation - Japan
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Planning Commission, India
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Coal and Oil Company - UAE
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- The University of Queensland
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- SMG Consultants - Indonesia
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Minerals Council of Australia
- ASAPP Information Group - India
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
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