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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, 25 November 20
CHINA KICKS AN OWN GOAL WITH AUSTRALIAN COAL - FORBES
China’s annoyance at Australia’s hardline stance on political interference and demands for an independent inquiry into the root cause o ...
Wednesday, 25 November 20
MINISTER - INDONESIA JAN-OCT COAL OUTPUT AT 459 MILLION TONNES - REUTERS
Indonesia coal output in the January to October period was 459 million tonnes, the country’s energy minister told parliament on Monday.
& ...
Wednesday, 25 November 20
INDIA: MORE STEPS NEEDED TO MAKE COMMERCIAL COAL MINING ATTRACTIVE TO GLOBAL PLAYERS - LIVEMINT
India concluded its first commercial coal mine auctions earlier this month. A total of 19 coal mines spread across Madhya Pradesh, Jharkhand, Odish ...
Wednesday, 25 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.38 PCT - XINHUA
China Taiyuan coal transaction price index stood at 129.21 points Monday, up 0.38 percent week on week.
The index, released by China ...
Wednesday, 25 November 20
MARKET INSIGHT - INTERMODAL
Over 90% of the world’s goods are transported by sea. LPG is a clean, energy efficient and portable fuel that is being marketed at an afforda ...
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- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- Commonwealth Bank - Australia
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Wilmar Investment Holdings
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- White Energy Company Limited
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Lanco Infratech Ltd - India
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- The University of Queensland
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- ASAPP Information Group - India
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
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