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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 tight supply ahead of a national holiday when coal mines typically slow operations or shut down.
The most-active thermal coal futures contract on the Zhengzhou Commodity Exchange CZCcv1 traded up 6.6% at 774.8 yuan ($122.06) a tonne.
The rally is in line with the upward trend on the spot market, with benchmark prices for 5,500 kilocal coal at northern ports having gained 18% so this year to 935 yuan a tonne as of Tuesday, data tracked by China Coal Transportation and Distribution (CCTD) showed.
“Despite steady operations at big coal mines, a few small-sized mines have shut down for holiday in the major mining province of Shaanxi,” said analysts from Huatai Futures said in a note, adding that supply was tight at ports.
Private firms in China, including coal mines, typically shut down one week or more ahead of the Lunar New Year, kicking off on January 30 this year and when hundreds of millions of workers travel back to their hometowns.
Coal inventories at coastal ports fell to their lowest level since early October at 47.82 million tonnes this week, CCTD data showed, although the current level remains higher than the same period last year of 44.89 million tonnes.
Meanwhile, a cold snap is expected to hit northern China during the week of Lunar New Year celebration, which could drive up coal consumption at utilities.
In the near term, power plants have strong incentives to build up stockpiles as domestic coal output tends to drop sharply in the first quarter while a partial ban on coal exports from Indonesia remains in place, said the Huatai analysts.
Indonesia, the world’s biggest thermal coal exporter, implemented a ban on Jan.1 to avoid widespread coal outage but has since then allowed 48 coal vessels to depart.
However, analysts and traders expect consumption from industrial users to ease as the holiday approaches, and China’s government can also order state-owned mines to maintain normal output during the Lunar New Year.
Source: Reuters
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Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
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PNOC Exploration Corporation - Philippines
Lanco Infratech Ltd - India
Uttam Galva Steels Limited - India
Electricity Authority, New Zealand
Grasim Industreis Ltd - India
Thiess Contractors Indonesia
Meralco Power Generation, Philippines
Indo Tambangraya Megah - Indonesia
Straits Asia Resources Limited - Singapore
Banpu Public Company Limited - Thailand
Marubeni Corporation - India
Sical Logistics Limited - India
Australian Commodity Traders Exchange
Indogreen Group - Indonesia
Ambuja Cements Ltd - India
Medco Energi Mining Internasional
Deloitte Consulting - India
Power Finance Corporation Ltd., India
Miang Besar Coal Terminal - Indonesia
SMC Global Power, Philippines
Mercuria Energy - Indonesia
Vizag Seaport Private Limited - India
Orica Mining Services - Indonesia
Maharashtra Electricity Regulatory Commission - India
Baramulti Group, Indonesia
Manunggal Multi Energi - Indonesia
Attock Cement Pakistan Limited
Price Waterhouse Coopers - Russia
Thai Mozambique Logistica
Ministry of Finance - Indonesia
Dong Bac Coal Mineral Investment Coporation - Vietnam
Meenaskhi Energy Private Limited - India
Holcim Trading Pte Ltd - Singapore
Dr Ramakrishna Prasad Power Pvt Ltd - India
Riau Bara Harum - Indonesia
Krishnapatnam Port Company Ltd. - India
Ministry of Transport, Egypt
Kartika Selabumi Mining - Indonesia
Billiton Holdings Pty Ltd - Australia
Siam City Cement - Thailand
Kohat Cement Company Ltd. - Pakistan
Trasteel International SA, Italy
Sojitz Corporation - Japan
PTC India Limited - India
Australian Coal Association
GVK Power & Infra Limited - India
Energy Development Corp, Philippines
Edison Trading Spa - Italy
VISA Power Limited - India
International Coal Ventures Pvt Ltd - India
Filglen & Citicon Mining (HK) Ltd - Hong Kong
Essar Steel Hazira Ltd - India
Kepco SPC Power Corporation, Philippines
McConnell Dowell - Australia
Savvy Resources Ltd - HongKong
Electricity Generating Authority of Thailand
Malabar Cements Ltd - India
Bank of Tokyo Mitsubishi UFJ Ltd
Globalindo Alam Lestari - Indonesia
Georgia Ports Authority, United States
Ministry of Mines - Canada
Africa Commodities Group - South Africa
SN Aboitiz Power Inc, Philippines
Global Coal Blending Company Limited - Australia
Tamil Nadu electricity Board
Eastern Energy - Thailand
Central Electricity Authority - India
Dalmia Cement Bharat India
Heidelberg Cement - Germany
Bhushan Steel Limited - India
Sindya Power Generating Company Private Ltd
IEA Clean Coal Centre - UK
CNBM International Corporation - China
Vedanta Resources Plc - India
Cigading International Bulk Terminal - Indonesia
Wood Mackenzie - Singapore
Formosa Plastics Group - Taiwan
Rashtriya Ispat Nigam Limited - India
Chettinad Cement Corporation Ltd - India
Bayan Resources Tbk. - Indonesia
Ind-Barath Power Infra Limited - India
Gujarat Mineral Development Corp Ltd - India
Bharathi Cement Corporation - India
San Jose City I Power Corp, Philippines
Global Green Power PLC Corporation, Philippines
Petron Corporation, Philippines
Oldendorff Carriers - Singapore
Eastern Coal Council - USA
Parliament of New Zealand
OPG Power Generation Pvt Ltd - India
GAC Shipping (India) Pvt Ltd
Indian Energy Exchange, India
Antam Resourcindo - Indonesia
Economic Council, Georgia
Singapore Mercantile Exchange
Tata Chemicals Ltd - India
Parry Sugars Refinery, India
Salva Resources Pvt Ltd - India
Merrill Lynch Commodities Europe
SMG Consultants - Indonesia
The University of Queensland
Semirara Mining and Power Corporation, Philippines
Sakthi Sugars Limited - India
Indian Oil Corporation Limited
Jindal Steel & Power Ltd - India
Standard Chartered Bank - UAE
Coastal Gujarat Power Limited - India
Pendopo Energi Batubara - Indonesia
Bukit Asam (Persero) Tbk - Indonesia
Commonwealth Bank - Australia
Coal and Oil Company - UAE
Timah Investasi Mineral - Indoneisa
Bukit Makmur.PT - Indonesia
TNB Fuel Sdn Bhd - Malaysia
The State Trading Corporation of India Ltd
Coalindo Energy - Indonesia
Asmin Koalindo Tuhup - Indonesia
Directorate Of Revenue Intelligence - India
Kapuas Tunggal Persada - Indonesia
Borneo Indobara - Indonesia
Binh Thuan Hamico - Vietnam
Aditya Birla Group - India
Agrawal Coal Company - India
Iligan Light & Power Inc, Philippines
Aboitiz Power Corporation - Philippines
European Bulk Services B.V. - Netherlands
The Treasury - Australian Government
Mjunction Services Limited - India
Neyveli Lignite Corporation Ltd, - India
Chamber of Mines of South Africa
Leighton Contractors Pty Ltd - Australia
Mintek Dendrill Indonesia
CIMB Investment Bank - Malaysia
Karbindo Abesyapradhi - Indoneisa
New Zealand Coal & Carbon
Indika Energy - Indonesia
Kalimantan Lumbung Energi - Indonesia
Therma Luzon, Inc, Philippines
Gujarat Electricity Regulatory Commission - India
Videocon Industries ltd - India
Karaikal Port Pvt Ltd - India
Mercator Lines Limited - India
Sinarmas Energy and Mining - Indonesia
Intertek Mineral Services - Indonesia
Bukit Baiduri Energy - Indonesia
MS Steel International - UAE
LBH Netherlands Bv - Netherlands
Kaltim Prima Coal - Indonesia
Posco Energy - South Korea
Barasentosa Lestari - Indonesia
Petrochimia International Co. Ltd.- Taiwan
Madhucon Powers Ltd - India
Xindia Steels Limited - India
PetroVietnam Power Coal Import and Supply Company
Planning Commission, India
Simpson Spence & Young - Indonesia
ICICI Bank Limited - India
Global Business Power Corporation, Philippines
Vijayanagar Sugar Pvt Ltd - India
Jorong Barutama Greston.PT - Indonesia
Sarangani Energy Corporation, Philippines
Sree Jayajothi Cements Limited - India
Semirara Mining Corp, Philippines
Pipit Mutiara Jaya. PT, Indonesia
Energy Link Ltd, New Zealand
Bulk Trading Sa - Switzerland
ASAPP Information Group - India
PowerSource Philippines DevCo
Siam City Cement PLC, Thailand
Bangladesh Power Developement Board
Maheswari Brothers Coal Limited - India
Gujarat Sidhee Cement - India
Directorate General of MIneral and Coal - Indonesia
Kideco Jaya Agung - Indonesia
Bhatia International Limited - India
Anglo American - United Kingdom
GN Power Mariveles Coal Plant, Philippines
Port Waratah Coal Services - Australia
Ceylon Electricity Board - Sri Lanka
Bahari Cakrawala Sebuku - Indonesia
Jaiprakash Power Ventures ltd
Toyota Tsusho Corporation, Japan
White Energy Company Limited
TeaM Sual Corporation - Philippines
Asia Pacific Energy Resources Ventures Inc, Philippines
Orica Australia Pty. Ltd.
London Commodity Brokers - England
Indonesian Coal Mining Association
Truba Alam Manunggal Engineering.Tbk - Indonesia
Star Paper Mills Limited - India
Offshore Bulk Terminal Pte Ltd, Singapore
Goldman Sachs - Singapore
Central Java Power - Indonesia
Minerals Council of Australia
Independent Power Producers Association of India
Renaissance Capital - South Africa
Makarim & Taira - Indonesia
Kobexindo Tractors - Indoneisa
India Bulls Power Limited - India
Samtan Co., Ltd - South Korea
Larsen & Toubro Limited - India
South Luzon Thermal Energy Corporation
Bhoruka Overseas - Indonesia
Kumho Petrochemical, South Korea
Altura Mining Limited, Indonesia
Carbofer General Trading SA - India
Romanian Commodities Exchange
Cement Manufacturers Association - India
IHS Mccloskey Coal Group - USA
Rio Tinto Coal - Australia
GMR Energy Limited - India
Alfred C Toepfer International GmbH - Germany
Latin American Coal - Colombia
Metalloyd Limited - United Kingdom
AsiaOL BioFuels Corp., Philippines
Wilmar Investment Holdings
Interocean Group of Companies - India