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Friday, 22 July 22
YANCOAL AUSTRALIA CUTS 2022 COAL OUTPUT VIEW AS FLOODS, COVID BITE - REUTERS
Coal miner Yancoal Australia Ltd YAL.AX cut its 2022 output forecast on Wednesday, signalling a hit from higher-than-expected rainfall, COVID-19-led labour shortages and cost pressures.
This month, torrential rain has pounded New South Wales (NSW) state, where several of Yancoal’s key projects are, forcing thousands of people to evacuate and leaving mining operations in limbo.
It comes at a time when inflation around the world is surging in the aftermath of the Russia-Ukraine crisis and as the company said it needs to revise a longwall mining sequence at its Moolarben project in NSW to preserve an Aboriginal heritage site.
Yancoal, which is subject to a potential takeover by China’s Yankuang Energy 600188.SS, 1171.HK, said it now expects 31-33 million tonnes (Mt) of attributable saleable coal production for the full year, down from an earlier forecast of 35-38 Mt.
It produced 15.5 Mt of attributable saleable coal in the first half, 11% lower than a year earlier.
Still, Yancoal and its peers stand to benefit from supercharged prices of coal due to sanctions on Russia after its invasion of Ukraine and as buyers in Europe look for alternate sources of the commodity.
The company said its average realised price in the first half was $314 per tonne, more than thrice the $94 per tonne it booked a year earlier. Peer Whitehaven Coal WHC.AX on Monday forecast record core earnings for the coming year.
Source: Reuters
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Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
Wednesday, 13 July 22
MARKET INSIGHT - INTERMODAL
Taking the previous market insight a step further, market sentiment remains bullish regarding the overall ROI of scrubbers, facing tailwinds from a ...
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- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- MS Steel International - UAE
- Marubeni Corporation - India
- VISA Power Limited - India
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Energy Exchange, India
- The University of Queensland
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Economic Council, Georgia
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
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