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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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Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- The University of Queensland
- Wilmar Investment Holdings
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
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