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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, 16 November 21
INDONESIA’S 2022 COAL USE FOR POWER GENERATION SET TO RISE 3% - REUTERS
Indonesia’s coal consumption for power generation is likely to rise by 3.1% next year compared to 2021, the head of the country’s state ...
Tuesday, 16 November 21
CHINA'S MONTHLY COAL OUTPUT RISES TO HIGHEST SINCE MARCH 2015 - REUTERS
China’s October coal output rose to the highest since at least March 2015, after Beijing approved a raft of coal mine expansions to tame reco ...
Friday, 12 November 21
RUSSIA-INDIA COKING COAL DEAL UNLIKELY TO IMPACT PANAMAX SHIPPING - DREWRY
Russia and India have recently entered into an agreement whereby Russia will supply up to 40 million tonnes of coking coal to India every year. Dre ...
Friday, 12 November 21
ASIA COAL POWER PIPELINE TO SHRINK BY TWO THIRDS AFTER CHINA FINANCE CUT - REUTERS
Asia’s pipeline of proposed coal-fired power plants is expected to shrink from 65 gigawatts to 22 gigawatts following China’s pledge to ...
Friday, 12 November 21
INDONESIAN COAL PRICE REFERENCE TOPS $215 A TON; THE HIGHEST COAL PRICE IN HISTORY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second half of 2021 as it reached a pinnacle of $215.01 in November 2021 ...
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- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Eastern Energy - Thailand
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Australian Coal Association
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Renaissance Capital - South Africa
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Minerals Council of Australia
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Timah Investasi Mineral - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chamber of Mines of South Africa
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