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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, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
Wednesday, 14 October 20
CHINA COKING COAL FUTURES RALLY ON REPORTED BAN ON AUSTRALIA CARGOES - REUTERS
Dalian coking coal futures rallied for a sixth straight session on Tuesday after reports surfaced that China had stopped buying coal from Australia ...
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- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Globalindo Alam Lestari - Indonesia
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- SMG Consultants - Indonesia
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Australian Coal Association
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Ind-Barath Power Infra Limited - India
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
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