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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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Wednesday, 20 October 21
MARKET INSIGHT - INTERMODAL
IMO 2020, Ballast Water Treatment regulations, Green Recycling, GHG emissions, EEXI, CII, ETS, Fit for 55, Carbon price/levy, the Poseidon Principl ...
Tuesday, 19 October 21
SPONGE IRON SECTOR MIGHT REPORT NEGATIVE GROWTH DUE TO COAL CRISIS: SIMA - PTI
The domestic sponge iron industry might report a negative growth in the ongoing December quarter “if the shortage of coal is allowed to conti ...
Tuesday, 19 October 21
COAL INDIA, THE FALL GUY FOR POWER CRISIS - INDIA EXPRESS
The post-Covid economic recovery has led to a major increase in the demand for power, both in India and globally. In India, coal-based power plants ...
Saturday, 16 October 21
SOLAR INSTALLATION SURGE PUTS INDIA ON TRACK TO CAP COAL-FIRED POWER AS EARLY AS 2024 - IEEFA
Recent increase in solar power installations could push coal to peak sooner than expected
If India keeps installing solar capacity a ...
Saturday, 16 October 21
DESPITE HIGHER COAL PRICES, U.S. COAL RECOVERY LOOKS WEAK BY MOST MEASURES - IEEFA
U.S. coal sector is locked into a long-term sectoral decline
Coal prices have surged to the highest level in years in the U.S., and have soare ...
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- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- GMR Energy Limited - India
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Planning Commission, India
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Anglo American - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
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