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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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Tuesday, 14 December 21
COAL LOCK-IN IN SOUTHEAST ASIA PRESENTS A CHALLENGE FOR THE ASIAN DEVELOPMENT BANK'S COAL RETIREMENT PLAN - IEEFA
In August, the Asian Development Bank (ADB) announced an ambitious plan to buy high emissions coal-fired power plants in Southeast Asia and retire ...
Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
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- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- MS Steel International - UAE
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- OPG Power Generation Pvt Ltd - India
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- India Bulls Power Limited - India
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
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