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Wednesday, 21 June 23
CHINA'S MAY COAL IMPORTS FROM AUSTRALIA RECOVER TO PRE-BAN LEVELS - REUTERS
Australian coal sales to China increased in May, as trade resumed between them even as overall coal demand weakened against an uncertain macroeconomic backdrop and record high stocks at ports and power plants.
China imported 5.42 million metric tons of Australian coal last month, data from its General Administration of Customs showed on Tuesday.
The figure represents a 39.5% increase on April and was above the 4.47 million metric tons in September 2020, just before China implemented an unofficial ban on Australian coal imports.
Russia’s coal trade with China also strengthened last month. May imports from Russia were 8.96 million metric tons, up 10.7% from 8.10 million metric tons in April.
China’s weaker-than-expected economic recovery and malaise in the property and manufacturing sectors have weighed on overall demand, however, leading total coal imports to slip 2.7% month-on-month in May.
China’s state planner, the National Reform and Development Commission (NDRC), said in June that coal stocks at power plants were the highest on record, with inventories totalling 187 million metric tons.
Falling domestic coal prices have also dragged down import prices. Domestic thermal coal with energy content of 5,500 kilocalories (kcal) at Chinese northern ports was traded at about 770 yuan ($108.14) per metric ton at the end of May, versus $99 per metric ton for imported coal of similar quality at southern Chinese ports on a cost-and-freight (CFR) basis.
Downward pricing pressure and high inventories capped coal imports from Indonesia and Mongolia.
Customs data on Tuesday showed Indonesian coal arrivals last month were 18.31 million metric tons, down 12.8% from April’s 21.0 million metric tons.
Mongolian coal arrivals in May were 4.54 million metric tons, down 16.4% on April’s 5.43 million metric tons.
Source: Reuters
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Tuesday, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
Tuesday, 22 December 20
INDIA'S COAL DEMAND IS SET TO EXPAND DESPITE PLUMMETING IN 2020 - IEA
Coal consumption in India amounted to 979 Mt in 2019, with the largest share being thermal coal (including lignite) for electricity generation (687 ...
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- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- The University of Queensland
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
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