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Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
 The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping supply, Moody’s Investors Service said in a report published today.
Moody’s outlook change is driven by tough comparisons with the very strong cash flows generated this year rather than a deteriorating business environment. Indeed, business and financial conditions will remain solid, but they are unlikely to get better than they already are today.
“Earnings for container and dry bulk carriers are at record levels; however, we expect earnings to fall from their 2021 peak but remain high,” said Daniel Harlid, a Vice President – Senior Analyst at Moody’s and the author of the report. “Still, limited deliveries of new vessels next year will help keep freight rates at elevated levels.”
Demand for goods and commodities remain high and will stay robust in 2022. Growth rates have most likely peaked and will start to decelerate next year. Record high profitability and cash flow generation have been used to pay down debt.
Capital spending of shipping companies will continue to increase. Therefore, Moody’s expects orders for newer and more energy-efficient ships to continue to be a theme during 2022, as shipping companies prepare for stricter environmental regulations that will gradually be phased in from 2023.
Source: Moody’s
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Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
Thursday, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
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- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Minerals Council of Australia
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- VISA Power Limited - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- GMR Energy Limited - India
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- Africa Commodities Group - South Africa
- Standard Chartered Bank - UAE
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Australian Coal Association
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Energy Development Corp, Philippines
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
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