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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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Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- PTC India Limited - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Australian Coal Association
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- The University of Queensland
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Bharathi Cement Corporation - India
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- ASAPP Information Group - India
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Larsen & Toubro Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
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