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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$70/t over 2021, although ING suspects the highs are behind us for the year already, with the much colder weather seen this winter having proved supportive for demand. The key risk for the coal market remains the tensions between China and Australia, and price action will also depend on how this situation develops.
AUD has been impacted more by iron ore prices than by coal prices, and this should continue to be the case moving on. As highlighted above, dynamics in the coal market will be heavily dependent on the China-Australia tensions (China moved to ban Australian coal in 2020). Any developments in the trade relationship between the two countries would likely impact AUD sentiment directly, and only partially through the coal channel, further said ING.
Despite South Africa’s coal rents amounting to approximately 2.4% of GDP (the third highest in the world), coal prices have not had a significant correlation with ZAR recently. This may suggest that only wide moves in coal prices may have a tangible impact on the currency, which is by the way showing some nominal and real undervaluation. ING sees ZAR as one of the most vulnerable EM currencies to rising UST yields given as its fundamentals not show material improvement vs most of its EM peers.
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Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
Wednesday, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
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- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Australian Coal Association
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
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