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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, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
Friday, 29 January 21
COAL EXPORTS FROM AUSTRALIA TO MAINLAND CHINA DECLINED BY -22.2% Y-O-Y IN 2020 - BANCHERO COSTA
In the 12 months of 2020, global seaborne coal trade declined by as much as -12.7% year-on-year, according to vessel tracking data from Refinitiv, ...
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- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Romanian Commodities Exchange
- PTC India Limited - India
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Australian Coal Association
- Sakthi Sugars Limited - India
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Central Java Power - Indonesia
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