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Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
 Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of around USD1,175/t in 2022, but a marked improvement from the end-September 2022 level of around USD700/t and the last 10-year average of USD730/t. Prices have been supported by market expectations of significantly higher biodiesel consumption in and lower exports from Indonesia, and the impact of heavy rainfall at the start of 2023 on output.
We expect CPO prices to weaken later in the year, driven by higher supply of palm and other vegetable oils due to favourable weather conditions. Our assumption of USD850/t for 2023 implies that prices will decline to below USD700/t by year-end, and we expect further weakness in 2024. A hit to sunflower seed oil supply due to the Russia-Ukraine war is a key upside risk to our expectations.
Yields Improving, Labour Crunch Easing Latest production data from Malaysia and Indonesia indicate that yields are on an uptrend, helped by plentiful rainfall in the last few years and improved fertiliser application amid healthy prices and profitability. Malaysia’s CPO output in 2M23 jumped by 10%, while Indonesia’s palm oil production surged by 11% in 4Q22.
Source: Fitch Ratings
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Tuesday, 23 May 23
INDIA: COAL OUTPUT UP 8.9%, SUPPLY RISES 11.7% IN APRIL - FINANCIAL EXPRESS
India’s coal production jumped 8.85% to 73.14 million tonne (MT) in April 2023 and the total coal despatch during the month went up 11.66% to ...
Tuesday, 23 May 23
CHINA COAL OUTPUT UP 4.5 PCT IN APRIL - XINHUA
China’s raw coal output posted stable expansion in April, official data showed.
The country produced 380 million tonnes of raw ...
Saturday, 20 May 23
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
In 2022, non-OPEC supply is estimated to have increased by 1.9 mb/d y-o-y. Out of this, US liquids production increased by 1.2 mb/d, mainly on the ...
Saturday, 20 May 23
GLOBAL COAL TRADE HAS REALLY PICKED UP PACE IN RECENT MONTHS, NOW FULLY BACK TO PRE-COVID LEVELS - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Apr 2023, total global seaborne coa ...
Saturday, 20 May 23
MARKET INSIGHT - INTERMODAL
India is one of the world's largest coal producers and one of the world's largest importers of coal. The country uses coal mainly for power ...
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Showing 101 to 105 news of total 6871 |
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- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- White Energy Company Limited
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Planning Commission, India
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Madhucon Powers Ltd - India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Anglo American - United Kingdom
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Parliament of New Zealand
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