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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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Tuesday, 08 December 20
PANAMAX: THE OVERALL MARKET SEEMS TO BE UNDER NEGATIVE PRESSURE - ALLIED
Capesize
A rather indifferent week for the Capesize market, with BCI 5TC figure finishing the week with slight losses of 0.8%. The Atlantic enj ...
Friday, 04 December 20
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 ...
Friday, 04 December 20
THE INDONESIA COAL PRICE REFERENCE REACHES THREE MONTH HIGH ON IMPROVING DEMAND OUTLOOK
COALspot.com: The Indonesia Coal Price Reference reaches three month high on improving demand outlook . The Indonesia Coal Price Reference rose by& ...
Wednesday, 02 December 20
GLOBAL MINING SECTOR OUTLOOK STABLE DUE TO CHINA'S RECOVERY - FITCH RATINGS
China’s post-pandemic economic recovery and sizeable infrastructure-focused government stimulus boosted global metals and mining prices, help ...
Wednesday, 02 December 20
INDONESIA CONSIDERING CLOSING 3,400MW SURALAYA COAL PLANT - THE JAKARTA POST
The government is considering to shut down the aging Suralaya coal-fired power plant (PLTU) in Cilegon, Banten, and replace it with green energy, a ...
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- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Posco Energy - South Korea
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Planning Commission, India
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- The University of Queensland
- Manunggal Multi Energi - Indonesia
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Trasteel International SA, Italy
- Independent Power Producers Association of India
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