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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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Friday, 15 January 21
OVER US$50 BILLION IN GAS POWER PROJECTS AND LNG IMPORT FACILITIES AT RISK OF CANCELLATION IN BANGLADESH, PAKISTAN AND VIETNAM - IEEFA
Pakistan and Bangladesh have already cancelled tenders for LNG imports
Emerging markets such as Vietnam, Pakistan and Bangladesh tha ...
Friday, 15 January 21
VIETNAM'S EXTRAORDINARY ROOFTOP SOLAR SUCCESS DEALS ANOTHER BLOW TO THE REMAINING COAL PIPELINE - IEEFA
9.3 gigawatts peak of solar capacity, equal to 6 coal power plants, installed in less than a year
Vietnam’s solar power indust ...
Friday, 15 January 21
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 14 January 21
KOREA MIDLAND POWER INVITED BIDS FOR AUSTRALIAN COAL FOR THREE YEARS SUPPLY
COALspot.com: Korea Midland Power Co. Ltd, issued an International tender for total 1,560,000 MT of Min.5,700 kcal/kg NCV coal of Australian Origin ...
Wednesday, 13 January 21
CHINA THERMAL GENCO PROFITS FACE PRESSURE AMID POWER SHORTAGES - FITHCH WIRE
High coal and gas prices will put near-term pressure on margins for thermal power generators in China, says Fitch Ratings. However, the power short ...
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- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Siam City Cement - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Central Java Power - Indonesia
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- White Energy Company Limited
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