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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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- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
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- SMG Consultants - Indonesia
- LBH Netherlands Bv - Netherlands
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- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
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- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Mintek Dendrill Indonesia
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Parliament of New Zealand
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- GMR Energy Limited - India
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
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