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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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Friday, 22 October 21
HARD COAL REMAINS AN IMPORTANT FACTOR FOR SECURITY OF SUPPLY - COAL IMPORTERS ASSOCIATION, GERMANY
- Hard coal remains an important factor for security of supply
- Increase of around 35% in hard-coal-fired power generation in the first three ...
Wednesday, 20 October 21
CHINA'S COAL SHORTAGE TO EASE IN COMING MONTHS, INDUSTRY BODY SAYS - REUTERS
China’s coal shortage will likely ease in coming months, with domestic production and imports already showing signs of picking up, a coal ind ...
Wednesday, 20 October 21
CHINA'S RAW COAL OUTPUT DROPS IN SEPTEMBER - XINHUA
China’s raw coal output dropped 0.9 percent year on year to 330 million tonnes last month, data from the National Bureau of Statistics (NBS) ...
Wednesday, 20 October 21
OVER-RELIANCE ON COAL IN OUR POWER MIX HURTING INDIA - LIVEMINT
In spite of the renewables push, coal still accounts for about 50% of India’s installed power capacity. That means a simultaneous demand and ...
Wednesday, 20 October 21
CHINA COAL HITS RECORD HIGH AMID TIGHT SUPPLIES - REUTERS
China coal prices hit a record high on Tuesday buoyed by a widening power crunch and cold weather despite Beijing’s efforts to bolster supply ...
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- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Cement Manufacturers Association - India
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Manunggal Multi Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Petron Corporation, Philippines
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