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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, 11 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 ...
Tuesday, 09 November 21
ASIA-PACIFIC IS HOME TO SOME OF THE WORLD'S LARGEST CARBON-EMITTERS - 2 CHARTS SHOW ITS RELIANCE ON COAL - CNBC
Asia-Pacific is home to some of the world’s largest carbon emitters — and experts say much of global efforts to fight climate change de ...
Tuesday, 09 November 21
CHINA DAILY COAL OUTPUT HITS MULTI-YEAR PEAK, PRICES EXPECTED TO FALL - REUTERS
China’s daily coal output hit 11.93 million tonnes last week, a multi-year high as more capacity returned to operation, the state planner sai ...
Thursday, 04 November 21
CHINA'S COAL MARKET SEES SIGNIFICANT IMPROVEMENTS: NDRC - GLOBAL TIMES
China’s top economic planner has declared initial success in its efforts to ensure coal supply and stabilize prices, saying that daily coal o ...
Thursday, 04 November 21
CHINA THERMAL COAL PRICES RISE AFTER FALLING FOR 10 DAYS - REUTERS
China thermal coal futures rebounded on Wednesday after falling for 10 days on an expected jump in fuel demand to meet heating needs amid forecasts ...
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- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Savvy Resources Ltd - HongKong
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- Australian Coal Association
- Baramulti Group, Indonesia
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Vedanta Resources Plc - India
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Tamil Nadu electricity Board
- White Energy Company Limited
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- MS Steel International - UAE
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
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