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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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Friday, 10 July 20
GLOBAL SHIPPING EARNINGS FORECAST CUT AS SUPPLY SET TO OUTSTRIP DEMAND - MOODY'S
EBITDA forecast worsens, keeping outlook negative. We now expect the aggregate EBITDA of rated shipping companies to fall by around 16%-18% in 2020 ...
Friday, 10 July 20
SLOW RECOVERY IN TANKER RATES TO WEIGH ON BUANA LINTAS LAUTAN - FITCH RATINGS
Fitch Ratings believes that international tanker rates are likely improve after their sharp fall since May 2020, albeit at a slow pace. The weaknes ...
Wednesday, 08 July 20
MARKET INSIGHT - INTERMODAL
During the previous month, the dry bulk market witnessed an impressive increase in the BDI index that has reached 1800 points from 500 with a clear ...
Tuesday, 07 July 20
COAL INDIA WORKERS STRIKE CUTS OUTPUT BY 56%: OFFICIAL - REUTERS
A strike at Coal India Ltd cut production by 56% in the three days ending July 4 as workers oppose opening up coal mining to the private sector, a ...
Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
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- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Economic Council, Georgia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Coalindo Energy - Indonesia
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Bhatia International Limited - India
- Australian Coal Association
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
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