We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 526 to 530 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Australian Coal Association
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- MS Steel International - UAE
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
|
| |
| |
|
