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Thursday, 25 November 21
SE ASIA POWER DEMAND TO RISE AS STATE SUPPORT MITIGATES COVID-19 IMPACT - FITCH RATINGS
 Electricity demand in south-east Asia is likely to increase in 2021, following slow growth or contraction in 2020, thanks to state support that has mitigated the impact of the coronavirus pandemic on power consumption, Fitch Ratings says in a new report.
In Vietnam, a resurgence of Covid-19 cases in 2H21 led to re-imposition of restrictions. As a result, Fitch expects Vietnam’s electricity demand to rise by 5% in 2021 (1H21: 8% yoy), slower than the annual average of 9% in the past decade. The government approved tariff subsidies for consumers in 2020, and this continued at lower levels in 2021. We expect Vietnam Electricity's (BB/Positive) ‘bb’ Standalone Credit Profile to have reasonable headroom to absorb the lower electricity demand and delay in tariff increase.
Fitch expects electricity demand in Indonesia to increase by around 5% in 2021 (9M21: 4.4%), after demand fell by 0.8% in 2020 due to the pandemic-led economic slowdown. Fitch expects an electricity-tariff freeze and various Covid-19 relief measures to continue till the end of the year. This will mean Perusahaan Listrik Negara (Persero) (BBB/Stable) will remain reliant on state support to sustain its operations over the medium term.
A spike in Covid-19 cases in Thailand led to a lockdown from July to September 2021, which is likely to drag down overall demand growth for electricity to 1%-1.5% for the year. Thailand’s electricity demand declined by 3% in 2020 (2019: 3% growth), driven by the pandemic-led economic slowdown and decline in tourism. The government provided several relief measures to aid households and businesses. We expect Electricity Generating Authority of Thailand's (BBB+/Stable) strong financial profile to provide buffer against lower electricity demand and tariff discounts.
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Wednesday, 01 December 21
SUPPLY OF COAL TO POWER PLANTS IN NOV MORE THAN CONSUMPTION: JOSHI - PTI
The supply of coal to power plants in November is more than the consumption, resulting in rise in stock of dry fuel at power plants, and this trend ...
Wednesday, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
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- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Petrochimia International Co. Ltd.- Taiwan
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- MS Steel International - UAE
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Posco Energy - South Korea
- Standard Chartered Bank - UAE
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- The University of Queensland
- VISA Power Limited - India
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Semirara Mining and Power Corporation, Philippines
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