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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, 16 December 20
INDONESIAN COAL RECOVERING - FITCH
Commenting on Indonesian coal, Fitch Ratings, the Indonesian 4,200 kcal index has begun to recover, improving to over USD 29 in November compared t ...
Tuesday, 15 December 20
NEWCASTLE PRICES RECOVER - FITCH
Prices for the benchmark Newcastle 6,000 kcal/kg grade coal have rebounded to over USD 70/tonne since late November as major Asian economies ease l ...
Tuesday, 15 December 20
APAC COAL PRICES REBOUND ON IMPROVED DEMAND AND SUPPLY CUTS - FITCH RATINGS
Prices for the benchmark Newcastle 6,000kcal/kg grade coal have rebounded to over USD70/tonne since late November as major Asian economies ease loc ...
Tuesday, 15 December 20
CHINA EXTENDS FULL OPEN GESTURE TO IMPORTED COAL EXCEPT FOR AUSTRALIA - GLOBAL TIMES
Domestic, overseas suppliers will take up share with easier clearance
China's top economic planner on Saturday gave approval to ...
Monday, 14 December 20
PHILIPPINE BANK RCBC TO STOP LENDING FOR NEW COAL-FIRED POWER PROJECTS - MANILA BULLETIN
Yuchengco-led Rizal Commercial Banking Corporation (RCBC) has forthrightly declared that it will no longer extend financing to new coal-fired power ...
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Showing 706 to 710 news of total 6871 |
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- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Economic Council, Georgia
- The Treasury - Australian Government
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Planning Commission, India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
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