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Friday, 29 October 21
APAC THERMAL COAL SUPPLY TO REMAIN TIGHT AS WINTER LOOMS - FITCH RATINGS
 APAC thermal coal prices have surged, hitting historically high levels. The benchmark Newcastle 6,000kcal/kg grade coal reached USD228/tonne in mid-October, roughly triple the price from December. Fitch Ratings says in a new report that the high prices are largely driven by tight supply across the region and low inventory levels in China and India, along with strong natural gas prices as an alternative energy source. Major Asian countries' imports increased by 1.5% yoy in 8M21, although China's imports declined by 3.7% yoy in 9M21 with metallurgical coal more affected than thermal.
China's benchmark Qinhuangdao 5,500kcal/kg coal price has tripled so far this year, reaching around CNY2,300/tonne in mid-October and gaining over 100% since only September. Domestic production marginally picked up 1.2% qoq in 3Q21 as August-September output rebounded to 33.5 million tonnes (mt) per month from 31.4mt in July. Demand has remained strong, too. Thermal power generation rose by 11.9% in 9M21 on the economic recovery, strong exports and lack of growth in hydropower.
China has raised the production quota of 153 mines since September. These mines can contribute an incremental 50mt or more in 4Q21. Production increased above 11.60mt on 18 October, the highest level this year, from an average 11.14mt a day in September. Still, supply could remain tight in 4Q21, as daily production in November-December could be little more than 1.0mt higher than September from past experience. The National Development and Reform Commission (NDRC) has also flagged its intention to intervene on prices.
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Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
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- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Economic Council, Georgia
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Bhoruka Overseas - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- White Energy Company Limited
- Goldman Sachs - Singapore
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Xindia Steels Limited - India
- MS Steel International - UAE
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Mercuria Energy - Indonesia
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