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Thursday, 10 June 21
INDONESIA COAL EARNINGS RECOVERY TO SLOW AFTER STRONG 1Q - FITCH RATINGS
 Fitch Ratings expects the recovery in operating and financial performance of Indonesian coal miners and coal contractors to slow during rest of 2021, after a strong showing in 1Q21. We expect some decline in average selling prices (ASP) in the coming months, after they peaked in 1Q21, but ASP should still be 20% higher in 2021 than 2020.
Sales volumes so far in 2021 have been better than we expected, as Indonesian coal prices significantly recovered in 1Q21, averaging 45% higher than in 2020. However, production volumes are likely to remain in line with our expectations, and return to pre-pandemic levels for most coal miners in 2021. Overall coal imports from China were similar to historical trends in January-April 2021.
Source: Fitch Ratings
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Monday, 23 August 21
CHINESE COAL PRODUCTION RISES 4.9 PCT IN 1ST 7 MONTHS OF 2021 - NBS
Official figures demonstrated that the Chinese raw coal production surged 4.9 percent annually to 2.26 billion tonnes in the January-July period of ...
Friday, 20 August 21
ARE WE LOOKING AT THE NEXT DRY BULK SUPER CYCLE? IS IT EVEN A CYCLE? - BIMCO
Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs ...
Friday, 20 August 21
BIMCO'S SHIPPING NUMBER OF THE WEEK: CHINESE IRON ORE IMPORTS FALL TO 14-MONTH LOW IN JULY - PETER SAND
Chinese iron ore imports fell to 88.5 million tonnes in July, the lowest level since May 2020. The fall in July means that accumulated imports are ...
Friday, 20 August 21
SOARING DEMAND FOR THE WORLD’S LEAST-LIKED COMMODITY SEES THERMAL COAL PRICES JUMP 106% THIS YEAR - CNBC
Soaring electricity demand, infrastructure woes and a surge in global gas prices have triggered an extraordinary rally for the world’s least ...
Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed r ...
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- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- The University of Queensland
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Parry Sugars Refinery, India
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Coalindo Energy - Indonesia
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
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