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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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Sunday, 21 February 21
ANZ DIVESTING FROM THE WORLD’S LARGEST COAL EXPORT PORT IS 'PRAGMATISM' - IEEFA
The biggest buyers of Australian thermal coal have committed to net-zero emissions
ANZ, Australia’s third largest bank, has decided to s ...
Sunday, 21 February 21
EDITORIAL: TIME FOR BANGLADESH TO FOCUS ON RENEWABLE ENERGY, NOT COAL - DHAKA TRIBUNE
Shifting away from coal is not only desirable, but absolutely necessary in these times.
In spite of being detrimental to environment ...
Wednesday, 17 February 21
STRANDED ASSETS A LONG-TERM RISK FOR MAJOR FOSSIL FUEL EXPORTERS - FITCH RATINGS
Fossil exporters face a loss of GDP, government revenue and export receipts from the transition to a lower-carbon economy over the coming decades. ...
Friday, 12 February 21
U.S: WIND SURPASSED COAL AS NO. 1 FUEL SOURCE IN 2020 FOR SOUTHWEST POWER POOL - IEEFA
Wind energy growth due to geography, design factors, and new installations
Wind surpassed coal as the primary power generation sourc ...
Wednesday, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
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- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- White Energy Company Limited
- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Planning Commission, India
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
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