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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, 20 November 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 ...
Thursday, 19 November 20
MARKET INSIGHT - INTERMODAL
As we are moving towards the end of the year, the overall deal landscape of the dry bulk sector corresponding to the second half of 2020 (up to dat ...
Tuesday, 17 November 20
COAL SQUEEZE INTENSIFIES - BALTIC EXCHANGE
The message from the top is clear: cut out coal. While the regulatory pressure has been evident for some time, the race to banish the black stuff s ...
Tuesday, 17 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 128.72 points Monday, up 0.35 percent week on week.
The index, released by China ...
Tuesday, 17 November 20
AUSTRALIAN COAL EXPORTS TO CHINA SLUMP, BUT PRICES ARE MIXED - REUTERS
China’s unofficial ban on coal imports from Australia is starting to take its toll on volumes, with departing cargoes down sharply so far in ...
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- Kobexindo Tractors - Indoneisa
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Heidelberg Cement - Germany
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Australian Coal Association
- Kartika Selabumi Mining - Indonesia
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Mintek Dendrill Indonesia
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
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