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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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Monday, 01 November 21
COAL PRICES HAVE FURTHER ROOM TO DROP: TOP ECONOMIC PLANNER - GLOBAL TIMES
China’s top economic planner said coal prices have further room to drop on Friday, as the most traded coal futures dropped to below 1,000 yua ...
Saturday, 30 October 21
CHINA'S COAL PRICES SEE BIGGEST WEEKLY FALL IN MORE THAN 5 YEARS - REUTERS
China’s coal futures prices saw their biggest fall in more than five years after the powerful state planner said there is still room to adjus ...
Saturday, 30 October 21
G-20 LEADERS PREPARE STATEMENT TO STOP FUNDING FOREIGN COAL PLANTS - BLOOMBERG
Leaders of the Group of 20 wealthy economies are preparing to pledge to stop funding foreign coal-fired plants, but are still wrangling over climat ...
Thursday, 28 October 21
CANADA BAN ON SHIPPING COAL WOULD EQUAL SCRAPPING AS MANY AS 3 MILLION CARS - IEEFA
Canada ban on shipping coal would equal scrapping as many as 3 million cars
Change in Canadian policy could have major implications ...
Tuesday, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
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- SMC Global Power, Philippines
- Posco Energy - South Korea
- VISA Power Limited - India
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Simpson Spence & Young - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- PTC India Limited - India
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
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