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