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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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Wednesday, 16 June 21
MARKET INSIGHT - INTERMODAL
“While approaching the second half of the year and summer season is just around the corner, COVID vaccination programs are steadily moving fo ...
Monday, 14 June 21
'WISHFUL THINKING': WHY CHINA NEEDS AUSTRALIAN IRON ORE FOR 'MANY YEARS' TO COME - YAHOO FINANCE AU
A “wintry period”.
That’s what’s expected to happen to Australia’s economy “when” China st ...
Sunday, 13 June 21
COAL AND LNG’S SURGE IN ASIA PLAYS INTO RENEWABLE ENERGY HANDS - REUTERS
Liquefied natural gas (LNG) and thermal coal prices in Asia have been roaring ahead in recent months amid strong demand, but while welcome news for ...
Friday, 11 June 21
5 REASONS GLOBAL SHIPPING COSTS WILL CONTINUE TO RISE - ING
No short-term relief
Shipping costs have been growing strongly since the autumn of 2020, but the first months of this year have seen a new surg ...
Friday, 11 June 21
ASIA COAL PRICES SURGE, BUT CHINA-AUSTRALIA DISPUTE MEANS RALLY IS UNEVEN - REUTERS
Thermal coal prices across Asia have surged to multi-year highs amid strong demand and some supply constraints, but some types of the fuel have don ...
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- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- OPG Power Generation Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parliament of New Zealand
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- CNBM International Corporation - China
- ASAPP Information Group - India
- The University of Queensland
- Videocon Industries ltd - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Coal and Oil Company - UAE
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
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