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Wednesday, 08 September 21
FITCH RATINGS RAISES THERMAL COAL PRICE ASSUMPTIONS ON TIGHT SUPPLY
 Fitch Ratings has increased all its Qinhuangdao 5,500kcal/kg price assumptions and short- and medium-term Newcastle 6,000kcal/kg price assumptions due to thermal coal supply constraints in China.
Chinese regulations further tightening the mine safety requirements implemented earlier this year have reduced thermal coal production in the country despite strong demand driven by the economic recovery. Thermal power generation increased in China in January to July by 13.2% yoy, while non-power coal consumption increased by 7.7% yoy, causing rapid increases in coal prices. Coal inventories have been declining, even though import volumes increased in June and July.
The government has launched some mitigating actions, including re-opening open-pit mines capable of producing 67 million tonnes of coal per year, approving new production capacities and requesting mines increase production volumes. These measures, and seasonally weaker demand in September and October, should help moderate prices from the current high levels; however, we expect average domestic prices for 2021 to be higher than in our previous price deck.
Our increased price assumptions for the Chinese benchmark in 2022 and thereafter reflect structurally tighter supply, lower incentives to invest in new coal mines and an emerging trend of local governments and mining companies closing older coal mines in order to meet carbon-reduction targets. Furthermore, the central government has demonstrated its tolerance of high coal prices, while local governments in coal-producing regions are motivated to keep supply relatively tight.
The stronger domestic prices in China have also affected seaborne prices, despite China’s ban on coal imports from Australia. Trade flows have adjusted as a result, with China now importing more coal from Russia, Indonesia and other countries, with Australia now exporting more to India and Korea. We therefore have increased our 2021–2023 Newcastle 6,000kcal/kg assumptions. We have kept longer-term price assumptions for the Australian benchmark unchanged. We anticipate that pressures to reduce coal power generation in many key markets consuming Australian coal will eventually lessen coal demand and help normalise the seaborne prices.
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Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
Friday, 09 July 21
CAN WE EXPECT AFFORDABLE POWER SUPPLY BY REPLACING COAL BASED POWER WITH LNG? - FINANCIAL EXPRESS
Bangladesh government’s recent decision to cancel the contracts for 10 coal fired power plants in late June 2021 has invited interest in the ...
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- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Marubeni Corporation - India
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Jindal Steel & Power Ltd - India
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- VISA Power Limited - India
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Bharathi Cement Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Posco Energy - South Korea
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
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