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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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Tuesday, 14 December 21
COAL LOCK-IN IN SOUTHEAST ASIA PRESENTS A CHALLENGE FOR THE ASIAN DEVELOPMENT BANK'S COAL RETIREMENT PLAN - IEEFA
In August, the Asian Development Bank (ADB) announced an ambitious plan to buy high emissions coal-fired power plants in Southeast Asia and retire ...
Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping su ...
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- New Zealand Coal & Carbon
- Parliament of New Zealand
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Posco Energy - South Korea
- Australian Coal Association
- Marubeni Corporation - India
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- PTC India Limited - India
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
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