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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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- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Commonwealth Bank - Australia
- Ministry of Finance - Indonesia
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Coal and Oil Company - UAE
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Cement Manufacturers Association - India
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- Energy Link Ltd, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- Wood Mackenzie - Singapore
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
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