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Coal can reignite
SA economy

The Covid-19 pandemic has had a devastating impact on the South African economy, which already had record high unemployment prior to the pandemic; however, the coal-mining sector, could aid the revival of the economy, investment company Menar MD Vuslat Bayoglu stated last month.

He was speaking on sustainable strategies for coal producers during a panel discussion which formed part of the virtual Coal Industry Day, on August 20.

He added that Menar plans to invest R7-billion in greenfield projects over the next two years, which could create over 5 000 jobs.

“With support from government, labour, communities and industry, we, along with other coal miners, could be an integral part of economic rebuilding efforts now and post Covid-19,” says Bayoglu.

The coal industry is already a significant employer in the South African economy, employing over 92 200 people, who collectively received R27.9-billion in salaries in 2019.

He also noted that while it was imperative to adhere to environmental laws and regulations, some environmental lobby groups lacked a balanced appreciation of the state of the South African economy.

“The green energy lobby has become like a cult, which sees no nuance in the discussions regarding the need to address South Africa’s energy needs alongside its environmental obligations,” he said.

He also raised concerns about the risks to mining investment posed by community unrest.

“Community unrest has increased the cost of investment, and has served as a moral hazard, heightening investor risk. To date, the State and mining industry have yet to develop a coherent plan involving all mining [stakeholders] to manage community relations.”

The government’s supposition, based on the Mining Charter III, is that community empowerment projects and shareholding will be good for community stability.

He cited many instances where mining companies had “done all the right things”, such as sourcing the majority of their services from communities, employing locals and contributing to local development initiatives, and they still experienced community unrest.

Bayoglu also noted that licensing had becoming increasingly difficult.

“The Department of Mineral Resources and Energy is very efficient in granting rights, but these are often challenged or reversed by the Department of Environment, Forestry & Fisheries. This causes delays and cancellations of projects. In addition to jobs, new mines will bring economic and social benefits to host communities, through social labour plans, local economic development projects, bursaries, learnerships, internships, and the like.”

Menar’s subsidiaries are Canyon Coal, with operations in Mpumalanga and Gauteng; Zululand Anthracite Colliery in KwaZulu-Natal, Kangra Coal in Mpumalanga and Sitatunga Manganese in the Northern Cape.

Published by Mining Weekly, 18 September 2020

This month's top international coal headlines

  • Richards Bay finds support from India and rare China trade
    — Southern African Coal Report
  • Minergy short-listed to supply to Eskom’s Tutuka power plant
    — Southern African Coal Report
  • South Korean fuel switching continues in September — Argus Media
  • South African coal traded to China — Platts CTI
  • Shell joins South Africa gas exploration drive after Total discoveries
    — Platts CTI
  • China end users told to stop importing Australian coals from Nov 6: sources
    — S&P Global Platts
  • Murray retires from coal company he founded — Pittsburgh Business Times
  • January roll over could support RB prices, India weighs
    — Southern African Coal Report
  • Transnet won't expand Richards Bay coal rail line, eyes other opportunities
    — Southern African Coal Report
  • TerraCom eyes FY 2021 managed annual coal sales in excess of 10.2 mil mt
    — Platts CTI

2020 archive

October 2020
  • South Korean thermal coal imports in September shrink 13% on year
    — McCloskey Coal Report
  • S. Africa Jan-Aug exports fall 4% on year due to COVID-19
    — McCloskey Coal Report
  • Northwest European prices fall, Richards Bay recovers
    — McCloskey Coal Report
  • Seaborne thermal coal demand to rise over next decade – report
    — Mining.com
  • Turkey's September thermal coal imports soar 27% on month: TUIK
    — Platts CTI
  • Resgen’s R4.2bn Boikarabelo coal project on the rocks as IDC pulls financial support — MiningMX
  • South Africa buyers actively seeking Botswana thermal coal: sources
    — Platts CTI
  • Richards Bay prices under pressure from cheaper Australian coal
    — Southern African Coal Report
  • India's September thermal coal imports rise on stronger energy demand
    — Platts CTI
  • Australian coal may eat into S African export recovery — Argus Media
  • Australian thermal coal competes in South Asia after price drop: sources
    — Platts CTI
  • Atlantic thermal coal markets bearish as prices slip — Platts CTI
  • Anglo American lowers its thermal coal output goal — sxcoal.com
  • Coal India's coal supply to power sector falls 10% Year-on-Year in H1 of FY21
    — sxcoal.com
  • South32 reports September quarter results — IHS Markit
  • RB prices under further pressure amid China-Australia trade spat
    — Southern African Coal Report
  • South32 July-Sept thermal coal output rises 1% on year to 6.8Mt — Platts CTI
  • Glencore 'running down' coal to invest in new generation minerals: CEO
    — Platts CTI
  • Atlantic thermal coal prices ease on week — Platts CTI
  • S African thermal coal floods into Pakistan, Australian cargo booked
    — Platts CTI
  • Coal Finds a Surprising 2020 Bright Spot in Europe — WSJ
  • Indonesia Sep coal exports slump 32.17% Year-on-Year — sxcoal.com
  • China Sep coal import falls 38.34% year-on-year — sxcoal.com
  • Sep traded thermal coal derivatives volume jumpy 17% to 115Mt: globalCOAL — Platts CTI
  • WCA comments on IEA World Energy Outlook — World Coal
  • Thermal coal Sep traded derivatives volume down 4% on year at 74.9Mt: LEBA — Platts CTI
  • Thermal coal imports to Bangladesh set to drop, Australian coal looks to India — Platts CTI
  • South Africa miners push lower CV supplies to export market 12 Oct 2020
    — Global Coal
  • Potential strike at South Africa — Platts CTI
  • Chinese state-owned end-users given verbal notice to stop importing Australian coal: sources — S&P Global
  • August exports mark new low in 2020 — Platts CTI
  • High-ash Australian thermal coal prices jump on demand from India
    — Platts CTI
  • EU’s New 2030 Climate Target Could Mean Exit From Coal By 2030 — Forbes
  • CME September coal volumes down 43% on year at 20.2Mt — Platts CTI
  • First new deep coalmine in UK for 30 years gets go ahead — The Guardian
  • Turkey's Aug thermal coal imports plummet 33%, SA deliveries fall 95%: TUIK — Platts CTI
  • South Africa's August thermal coal exports up 9% on year at 6.03Mt
    — Platts CTI
  • Delivered Pakistan thermal coal prices soar despite cooling freight rates
    — Platts CTI
  • Coal miners at S Africa’s Exxaro prepare for strikes – union — Montel
September 2020
  • Richards Bay rally set to continue on India, Pakistan deals
    — Southern African Coal Report
  • 3.5 Billion People Lack Reliable Power — Energy For Growth
  • Atlantic thermal coal prices pushed higher as supply cuts bite — Platts CTI
  • Prospects for the Indian coal sector in a post-COVID19 era — IEA
  • Fitch revises down 2020 thermal coal price forecast on sluggish demand
    — sxcoal.com
  • CFR Pakistan thermal coal price at new high on Australia, South Africa output cuts — Platts CTI
  • Weekly US coal production falls to seven-week low, all basins dip: EIA
    — S&P Global
  • Richards Bay prices steady on Indian, Pakistan demand
    — Southern African Coal Report
  • Taiwan July thermal coal imports down 11% on month to 4.9Mt — Platts CTI
  • Coal remains dominant despite Paris Agreement — Mining Weekly
  • South Africa to step up imports of thermal coal from Botswana: sources
    — Platts CTI
  • Coal can reignite SA economy — Mining Weekly
  • India's Aug coal import plunges 34.9% year-on-year — sxcoal.com
  • Vietnam Aug coal import rises 16.6% on month — sxcoal.com
  • Pakistan's thermal coal reserves insufficient, SA deliveries to rise: sources
    — Platts CTI
  • Japanese coal imports sink as LNG competition steps up — Argus Media
  • RB prices to find support from Indian sponge iron interest — Platts CTI
  • Indian sponge iron makers return to coal market as monsoon eases
    — Platts CTI
  • South Korea's August thermal coal imports fall 14% on month to 7.4Mt
    — Platts CTI
  • Thermal coal OTC Aug traded derivatives down 24% on year: LEBA — Platts CTI
  • EU must act on growth in coal-based electricity imports: Eurelectric
    — Platts CTI
  • India’s coal import drops 35% in Aug on lower demand from power, cement players — ETEnergyworld.com
  • The need to dramatically scale up clean energy technologies — IEA
  • Atlantic thermal coal prices rangebound as demand falters — Platts CTI
  • South Africa's RBCT July coal exports up 24.31% y-o-y — sxcoal.com
  • Vietnam to import 60Mt of thermal coal by 2030 — sxcoal.com
  • Richards Bay mini-rally likely to continue on tightening supplies
    — Southern African Coal Report
  • SA export availability tightens on Med buying, India demand
    — Southern African Coal Report
  • COLUMN-China's sliding coal imports weakens one of the last bullish
    supports: Russell — Reuters
  • South African-origin thermal coal returns to Pakistan market as prices soften — Platts CTI
  • Indian demand picks up further for Australian, S. African, Indonesian
    — McCloskey Coal Report
  • SA export availability tightens on Med buying, India demand
    — McCloskey Coal Report
  • Atlantic thermal coal markets face mixed week on limited spot demand
    — Platts CTI
  • DMRE launches procurement process for 2 000 MW of ‘dispatchable’ power
    — Engineering News
  • Indian thermal coal buyers largely on side-lines, seaborne trades thin
    — Platts CTI
August 2020
  • Turkey's July thermal coal imports soar 43% on construction recovery
    — Platts CTI
  • Atlantic thermal coal prices rally as sources hope for increased buying in Q4
    — Platts CTI
  • Nex fell by US$0.90/t from last week — Coalfax
  • Coronavirus continues to curtail SA thermal coal mining: sources — Platts CTI
  • RBCT thermal coal price to Pakistan spikes, cheap Australian material enters market — Platts CTI
  • South32 on track for year-end SAEC divestment
    — Southern African Coal Report
  • Indian sponge iron buyers help lift RB prices — Southern African Coal Report
  • Tough times at the coal face for junior miners — Southern African Coal Report
  • India's July thermal coal imports rise on month as lockdown restrictions ease: Iman — Platts CTI
  • Pakistan thermal coal buyers switch to Australian cargoes over S African
    — Platts CTI
  • Platts FOB Colombia 6,000 kcal/kg NAR weekly price was assessed at $51.65/t, down 85 cents — Platts CTI
  • Atlantic thermal coal prices diverge as Indian demand aids South Africa
    — Platts CTI
  • SA RBCT Jun coal exports fall 5.22% MoM — sxcoal.com
  • Covid-19 impact on coal, energy systems still evolving, says Prevost
    — Mining Weekly
  • Teke urges power sector to usher in carbon capture, storage tech
    — Mining Weekly
  • Anglo’s July Ndlovu says coal underpins societal development — Mining Weekly
  • South African 5,500 kcal/kg NAR coal price rises on Indian sponge iron demand: sources — Platts CTI
  • South African coal industry looks toward post-coronavirus recovery
    — Platts CTI
  • Problems with water licences delay South African coal power project
    — ESI Africa
  • Covid-19 impact on coal, energy systems still evolving, says Prevost
    — Engineering News
  • South Africa's Exxaro reports jump in interim core earnings — Reuters
  • The future of South Africa’s coal industry is not what it used to be — Miningmx
  • Indonesian thermal coal trades thin; seaborne enquiries sparse — Platts CTI
  • RB prices to find support from Indian sponge iron makers
    — Southern African Coal Report
  • US 2020 coal output forecast to drop to 57-year low, EIA — sxcoal.com
  • India Jul coal imports slump 43% year-on-year — sxcoal.com
  • European coal prices hit hard by demand destruction in H1 2020: RWE
    — Platts CTI
  • July thermal coal traded derivatives volume down 18% on month: LEBA
    — Platts CTI
  • Newcastle HA thermal coal prices at historic low, Chinese import quota tightens — Platts CTI
  • South Africa's Exxaro boosted by record coal exports despite market pressure — Platts CTI
  • South Africa's thermal coal exports in the first half of 2020 fell 9% amid a sharp downturn in demand from the country's main customers — Petrosil
  • Pakistan PIBT July imports fall 28% on year — Southern African Coal Report
  • Community unrest hits Witbank coal railing — Southern African Coal Report
  • RB may see small recovery, but overall sentiment bearish
    — Southern African Coal Report
  • SA mining sector faces uphill recovery — Southern African Coal Report
  • Bleak H2 outlook for South Africa’s export, domestic markets
    — McCloskey Coal Report
  • Atlantic thermal coal prices see little change despite supply cutbacks
    — Platts CTI
  • Russia Jan-Jul coal exports fall 4.83% — sxcoal.com
  • Indonesia Aug coal HBA price hits fresh low — sxcoal.com
  • China's Jul coal imports slump 20.63% on yr — sxcoal.com
  • Coal will continue to be assessed but should remain in Glencore right now
    – Glasenberg — Mining Weekly
  • July traded thermal coal derivatives volume down 16% to 82.5Mt: globalCOAL — Platts CTI
  • S African coal sellers hopeful of price hike on Indian sponge iron demand
    — Platts CTI
  • Pakistan July cement sales surge 38% on year on favourable construction sector scheme — Platts CTI
  • Richards Bay July exports down 3% m-o-m — Southern African Coal Report
  • RB prices may get support from Oct roll over, India demand
    — Southern African Coal Report
  • Anglo steadfast on South African coal spin-off — Southern African Coal Report
  • Indonesian thermal coal prices rangebound in thin trade — Platts CTI
July 2020
  • Atlantic thermal coal markets rangebound amid bearish sentiment
    — Platts CTI
  • Richards Bay recovery likely as India enquiries pick up
    — Southern African Coal Report
  • Waterberg coal rail link expansion to be in place by year-end
    — Southern African Coal Report
  • SA coal mines still under force majeure risk — Southern African Coal Report
  • Latest quarters point to recovery as Wescoal reports R137m loss
    — Mining Weekly
  • Atlantic thermal coal markets maintain bleak outlook as buyers show little interest — Platts CTI
  • Indian thermal coal imports fall 48% on year amid sluggish demand
    — Platts CTI
  • RB prices to find support from rising Indian demand
    — Southern African Coal Report
  • South32 thermal coal production in FY20 falls 8% on year — Platts CTI
  • Atlantic thermal coal markets anticipate rangebound pricing in near-term
    — Platts CTI
  • Pakistan thermal coal imports surge, new construction is a 'historic milestone' :CPEC — Platts CTI
  • 40 Ministers from around the world gather to address the world’s energy and climate challenges — IEA
  • South Africa's Eskom extends load shedding, set to have knock-on effect on coal demand — Platts CTI
  • Anglo’s plan to exit thermal coal — Fin24
  • S. Africa 5,500 kcal/kg NAR prices steady as Indian interest picks up
    — Southern African Coal Report
  • NW Europe briefly hits 3-month high, Richards Bay edges up
    — Southern African Coal Report
  • Australian thermal coal production cuts ahead — Argus Media
  • India's coal import drop 30% to 48.84Mt in Apr-Jun — sxcoal.com
  • Russia H1 coal exports slide 6.29% y-on-y — sxcoal.com
  • IEA raises 2020 oil demand forecast but warns COVID-19 clouds outlook
    — sxcoal.com
  • IEA raises 2020 oil demand forecast but warns COVID-19 clouds outlook
    — Reuters
  • Atlantic thermal coal prices decline after recent price rally — Platts CTI
  • South Africa’s Eskom implements power outages — Platts CTI
  • Shift from high- to low-carbon must be systematic and just – Mantashe
    — Mining Weekly
  • INNOVATION: Singapore scientists seek power from darkness through shadow energy — Reuters
  • The Asian-Pacific Coal Market Grows Markedly for the Third Consecutive Year — IndexBox AI Platform
  • Weak export prices pressure South Africa’s inland market — IHS Markit
  • Japan to curb coal-fired power plant exports to cut CO2 emissions: METI minister — Argus Media
  • Coal production to top 8bn tons in 2020, says GlobalData — Mining Weekly
  • Eskom to seek authorisation to proceed with repurposing of four coal stations — Mining Weekly
  • Kalimantan low-cv thermal coal prices slump to multi-year low; seaborne trades thin — Platts CTI
  • Jun traded thermal coal derivatives volume up 29% on year to 108Mt: globalCOAL — Platts CTI
  • Prodeco seeks longer halt to Colombia mines: Update — Argus Media
  • Buyers in Pakistan increase thermal coal purchases from South Africa
    — Platts CTI
  • Rebuilding the energy base for real economic growth in South Africa
    — The Methanist
  • Indonesia sets Jul coal benchmark price price at lowest in 4 years — Reuters
  • CME June coal volume falls 48% on year to 20.3 million mt — Platts CTI
  • South Africa's May thermal coal exports up 65% on month at 6.57Mt
    — Platts CTI
June 2020
  • COLUMN-Coal prices slammed on slumping India imports, China fears
    — Reuters
  • Richards Bay could see support from September roll-over
    — Southern African Coal Report
  • Australian thermal coal exports to remain rangebound amid bearish seaborne sentiment: report — S&P Global Platts
  • IEA Special Report on Sustainable Recovery — World Coal
  • South Africa mines limit output on weak Eskom demand, export prices
    — McCloskey Coal Report
  • Atlantic coal markets remain negative despite price rising on week — Platts CTI
  • Exxaro expecting higher coal export volumes, lower domestic sales
    — Mining Weekly
  • Seaborne thermal coal trade slips back to 2018 levels — Argus Media
  • Kibo Energy secures $1.2 mil funding for African coal-fired power projects
    — Platts CTI
  • S. Africa's Exxaro expects dip in H1 coal production amid subdued demand
    — Platts CTI
  • Global renewables investments hit a speed bump — S&P Global Platts
  • South Africa's Transnet resumes rail traffic on second coal line — Platts CTI
  • Indian thermal coal imports fall 50% on year on sluggish power consumption — Platts CTI
  • Menar’s Vuslat Bayoglu upbeat on South Africa’s coal sector
    — Southern African Coal Report
  • Coal to continue key role in energy mix: World Coal CEO — Platts CTI
  • South Africa's Transnet resumes rail activity on coal line — Platts CTI
  • South Africa’s Transnet confirms derailment on coal line serving export terminal — Platts CTI
  • Wescoal develops SOPs, COPs for Covid, expects upcoming loss
    — Mining Weekly
  • Indian utilities May thermal coal imports surge 38.52% on month
    — sxcoal.com
  • Russia aims to expand coal production, perfect infrastructure to facilitate export — sxcoal.com
  • China expected to have less than 5,000 coal mines by end 2020 — sxcoal.com
  • Coal remains largest source of power generation despite consumption fall: BP — Platts CTI
  • India starts auction of 41 coal blocks for commercial mining — Platts CTI
  • India to end decades-old state monopoly on coal — VINACOMIN
  • Waning Indian demand snaps six-week Richards Bay rally — Platts CTI
  • Thermal coal May traded derivatives volume down 29% at 48.2Mt: LEBA
    — Platts CTI
  • Atlantic thermal coal prices correct downward in week — Platts CTI
  • OECD warns of long, hard road ahead for global economy — Argus Media
  • Bisichi delivers consistent output from Black Wattle, withholds dividend
    — Mining Weekly
  • S Africa coal exports rebound but India clouds outlook — Argus Media
  • S Africa to implement higher level lockdown again on June 14: sources
    — Platts CTI
  • The pandemic has everyone ditching coal quicker — except Asia — Bloomberg
  • In response to ‘A Plan for Accelerating the Exit of Coal Power Globally’, Forbes — World Coal Association
  • National Australia Bank slashes thermal coal price forecasts — Platts CTI
  • Global thermal coal demand to see W-shaped recovery: bank — Platts CTI
  • South African thermal coal exports may have peaked: Anglo American
    — Platts CTI
  • Atlantic thermal coal experiences upward movement, energy complex gains
    — Platts CTI
  • Seaborne thermal coal market faces 2020 supply adjustment — Argus Media
  • Poor Eskom demand opens export door for lower CV coal
    — Southern African Coal Report
  • Nascent Indian demand lifts RB prices fifth straight week
    — Southern African Coal Report
  • South Africa’s coal supply cliff risks erode — Southern African Coal Report
  • S. Africa's RBCT thermal coal cargoes to Pakistan edge up amid heightened demand — Platts CTI
  • Eskom dodges question on company that got R5bn overpayment — City Press
May 2020
  • Coal supply investment still driven by price: IEA — Argus Media
  • Australia's Queensland coal shipments collapse in May — Argus Media
  • South Africa to deliver 0.5Mt to Europe in Jun, highest in a year
    — McCloskey Coal Report
  • Richards Bay prices extend gains; NW Europe flat at 17-yr lows
    — McCloskey Coal Report
  • Poor Eskom demand opens export door for lower CV coal
    — McCloskey Coal Report
  • Med-delivered thermal coal imports fall by half amid ongoing pandemic
    — Platts CTI
  • Vietnam’s appetite for South African coal surges — Platts CTI
  • EU coal demand to fall as imports reach 30-year low — Argus Media
  • South African coal industry faces up to 14-year low prices — Argus Media
  • Crisis-hit global power sector spend heads for 10% decline: IEA — Platts CTI
  • Japan Races to Build New Coal-Burning Power Plants, Despite the Climate Risks — NY Times
  • Unions fear big job losses as junior miners struggle
    — Southern African Coal Report
  • Will the World's Biggest Carbon Capture Facility Work? — Popular Mechanics
  • Eskom must tackle the cost of its coal contracts — Fin24
  • Atlantic thermal coal markets look to Asia for support — Platts CTI
  • Mining production up in February, stats yet to show Covid-19 impact
    — Mining Weekly
  • South Africa's Eskom power load reduction initiative shows positive trend
    — Platts CTI
  • Global wind, solar growth to slow 2020 on corona crisis to 143 GW: IEA
    — Platts CTI
  • Eskom unlikely to impose force majeure on coal suppliers
    — Southern African Coal Report
  • South African utility Eskom allowed to raise tariffs — Platts CTI
  • Japan slides into recession, with forecasts of worse to come — The Jakarta Post
  • US thermal coal faces sharp declines in 2020, but a major rebound is coming in 2021 — IHS Markit
  • Asia's pandemic stimulus may slow the demise of coal — Reuters
  • Atlantic thermal coal markets remain suppressed as European prices tumble — Platts CTI
  • Vietnam’s April coal imports jump to record high — Argus Media
  • Indian cement producers raise prices despite lockdown — Argus Media
  • South Africa’s Eskom to target repairs at coal-fired power plants — Platts CTI
  • Seaborne thermal coal prices rise amid increasingly bullish sentiment
    — Platts CTI
  • Mining industry faces a new reality amid and beyond Covid-19
    — Mining Weekly
  • India lockdown extension pressures coal import outlook — Argus Media
  • Australian coal heading into loss-making territory — Argus Media
  • Covid-19 crushes global power demand and coal consumption in April
    — Argus Media
  • Med coal demand recovery slow amid COVID-19, uncertain production cuts
    — Platts CTI
  • Anglo American to exit coal operations in South Africa within the next 3 years — Platts CTI
  • Govt a step closer to easing municipalities' reliance on Eskom — fin24
  • China is virtually alone in backing Africa’s dirty coal projects — Bloomberg
  • MC Mining restarts coal production in South Africa — Platts CTI
  • The Next Normal for Oil and Gas Is Unfolding — Rigzone
  • How a R10.7bn ‘zero waste’ megaproject was buried by Limpopo’s Chinese deal — Daily Maverick
  • SA coal mines can operate at full capacity from 1 May
    — Southern African Coal Report
  • RBCT prices to steady, seek signs of Indian demand revival
    — Southern African Coal Report
  • Eskom's faces hurdles in long-term CSA due to COVID-19 crisis
    — Southern African Coal Report
  • SA rebounds from 14-year lows, NW Europe weak — McCloskey Coal Report
  • South Africa March thermal coal exports down 19% at 5.75Mt — Platts CTI
  • South Africa eases lockdown rules; mining industry to benefit — Platts CTI
  • Atlantic thermal coal prices fall to record lows across basin — Platts CTI
April 2020
  • Indian power demand down by 20% amid lockdown — Argus Blog
  • Reports of UK coal’s demise are mildly exaggerated — Argus Blog
  • Glencore's Q1 coal output drops 4% amid 'operational challenges' — Platts CTI
  • Global electricity demand set to fall 5% in 2020: IEA — Platts CTI
  • India's reliance on imported thermal coal unwavering in near-term: sources
    — Platts CTI
  • China's listed coal cos profit slide in Q1 on falling prices & sales — sxcoal.com
  • Richards Bay coal prices lowest since 2013 — Platts CTI
  • US NAPP coal market currently 'not very pleasing' to Indian buyers: sources
    — Platts CTI
  • South Africa to reduce lockdown to Level 4, coal price recovery anticipated for 2021 — Platts CTI
  • Global demand for coal imports may decline 7% – Noble
    — Hellenic Shipping News
  • No Need for Energy Poverty — RealClearEnergy
  • Med thermal coal imports to fall heavily in 2020 amid COVID-19, cheap gas
    — Platts CTI
  • Atlantic thermal coal markets pressured to historic low prices — Platts CTI
  • What is Lower Than Zero? COVID-19 Impacts Drive Oil Futures to the Lowest Price in History of the Industry – WTI Falls to -$37.63 Per Barrel — IHS Markit
  • Sasol cuts output as Covid-19 eats into fuels and chemicals demand
    — Mining Weekly
  • Anglo American cuts 2020 thermal coal output forecast 15% on coronavirus
    — Platts CTI
  • European power prices won't recover 'until 2022 at the earliest': Aurora
    — Platts CTI
  • Indian seaborne thermal coal imports unlikely to diminish despite excess domestic supply — Platts CTI
  • South Africa stockpiles surge on dwindling demand, prices tumble
    — IHS Markit
  • As Oil Crashes, Iron Ore’s Still Rocking — Bloomberg
  • Interactive Brokers Issues Statement on Crude Oil Contracts and Margin Loss — Business Wire
  • S. Africa’s Exxaro to challenge Eskom force majeure on coal supply agreement — Platts CTI
  • Why the next recession won't break the world's largest carbon market
    — Platts CTI
  • South32's Jan-Mar thermal coal production, sales fall on year — Platts CTI
  • Coronavirus accelerates decline of slumping coal industry — Associated Press
  • Fearful Banks Spurn Asia Commodity Traders in Credit Squeeze — Bloomberg
  • Little activity in Atlantic thermal coal markets as demand slumps — Platts CTI
  • RBCT exports slow amid demand-side cuts — Argus Media
  • March thermal coal derivatives down 23% on year at 67.5 million mt: LEBA
    — Platts CTI
  • The Indian Imperative — World Coal
  • Ending coronavirus lockdowns will be a dangerous process of trial and error
    — Platts CTI
  • Another significant fuel price drop expected for May — IOL
  • SA's extended lockdown ripples through mining industry
    — Southern African Coal Report
  • Amid Large Inventory Pressure at End Users, Thermal Coal Prices Continue Moving down — CCI Daily
  • To Fight The Coronavirus, The World Returns To Fossil Fuels — Forbes
  • In oil market sunk by coronavirus, giant output cuts make ripple, not big waves — Reuters
  • India Coal Minister asks chief ministers to not import coal, source domestic fuel — Economic Times
  • We don’t need a World Bank loan — we need a Medupi write-off
    — Daily Maverick
  • India's coal ministry wants power plants to keep buying coal despite weak demand — Reuters
  • Global coal production will grow this year despite Covid-19 — Mining.com
  • Atlantic thermal coal markets slump as supply and demand both greatly impacted — Platts CTI
  • South Africa’s Richards Bay Coal Terminal allows exports at reduced rate
    — Platts CTI
  • India halts 40 thermal coal units as lockdown batters demand: sources
    — Platts CTI
  • Tata Power completes sale of Cynnergi joint venture in South Africa to Exxaro — Platts CTI
  • South32 declares force majeure on South Africa coal operations — Platts CTI
  • Forty Thermal Power Units Stop Lifting Coal as Demand Sees Sharp Drop
    — ETEnergyworld
  • Hopes fade for Waterberg coal boom as few projects remain
    — Southern African Coal Report
  • Coal demand eases as power usage drops in lockdown
    — Southern African Coal Report
  • Atlantic thermal coal markets reel from demand loss — Platts CTI
  • Atlantic coal markets remain depressed with supply disruptions — Platts CTI
  • More pain for Eskom as electricity demand plummets — Business Maverick
  • European thermal coal demand erodes, downside risk to South African exports — Platts CTI
  • Column: LNG's plummeting price in Asia should drag down thermal coal
    — Reuters
  • Atlantic thermal coal pressured lower by falling demand — Platts CTI
March 2020
  • Atlantic thermal coal pressured lower with weak Asian demand — Platts CTI
  • Coal power generation is booming in China and Japan — ESI Africa
  • Lockdown sparks widespread confusion in the coal industry
    — Southern African Coal Report
  • China's Fujian Guohai cancels up to 1 mil mt seaborne coal arriving in Apr
    — S&P Global
  • Mining could be enormous post-virus stabiliser – MCSA — Mining Weekly
  • COVID-19: Global coal demand to take major hit, while SA halts exports
    — POWER Technology
  • COVID-19 could give coal an unforeseen boost — World Coal
  • How will the mining industry invest over the next five years? — CRU
  • Lockdown in South Africa and suspension of coal production — World Coal
  • Anglo American sees lower 2020 South African thermal coal output on
    COVID-19 — Platts CTI
  • Global mining suspensions lead to tight supply, lends support for Atlantic thermal coal prices — Platts CTI
  • Most mining stops, but Old King Coal rolls on — Daily Maverick
  • South Africa's Richards Bay Coal Terminal to shut amid nationwide lockdown — Platts CTI
  • COVID 19: Virus pandemic upends global coal industry — POWER Technology
  • Atlantic thermal coal finds support from supply tightness — Platts CTI
  • South32 withdraws 2020 market guidance for S Africa on nationwide lockdown — Platts CTI
  • Nationwide lockdowns add more pressure to Atlantic thermal coal markets
    — Platts CTI
  • The days the Earth stood still: Global oil markets face reckoning — IHS Markit
  • Indian coking coal imports hit by port closures — Argus Media
  • South Africa orders mines to close in 21-day virus lockdown — Bloomberg
  • India's Feb thermal coal imports rise 22% on year to 17.3Mt — Platts CTI
  • Southstone plans to sell interest in South Africa’s Kwena Group — Platts CTI
  • Coal Is Now the World’s Most Expensive Fossil Fuel — Bloomberg
  • India starts COVID-19 shutdown, with 'big hit' on coal expected — GlobalCOAL
  • Who cares if Standard Bank won’t stop funding coal mining? — Moneyweb
  • Richards Bay at 6-mth low on weak India demand, coronavirus fallout
    — McCloskey Coal Report
  • Eskom talks to get coal for Kusile plant drag on for 13 years — Bloomberg
  • Coal exceeds gas in Pakistan's power mix for third month: NEPRA — Platts CTI
  • Atlantic thermal coal markets face pressure from macro environment
    — Platts CTI
  • The global economy is headed for recession: Updated IHS Markit Economic Forecast on Impact of COVID-19 — IHS Markit
  • SA off-specs differentials to API4 widen — Argus Media
  • Weaker Indian demand for South African tons — Platts CTI
  • Higher Coal India supplies to help plants cut imports — The Economic Times
  • Developing nations may lose up to 85% of oil and gas income this year: IEA, OPEC — Reuters
  • Is coal the safe haven right now? It’s outshone gold in 2020 — Stockhead
  • Atlantic thermal coal markets expect weak pricing to remain for foreseeable future — Platts CTI
  • RB prices plummet to 6-month low on ample Indian supplies
    — Southern African Coal Report
  • South Africa experiencing 'national disaster' — Platts CTI
  • Coronavirus outbreak: Coal import declines 14% in Feb — Bloomberg Quint
  • Atlantic thermal coal falls further on plummeting oil prices, coronavirus; outlook bearish — Platts CTI
  • Oil price turmoil: How Saudi Arabia’s $100bn gambit could backfire
    — Middle East Eye
  • OPEC+ crude output: Who blinks first? — Argus Media
  • Exxaro says there’s value yet in holding the rights to export coal through RBCT — MiningMX
  • South African load shedding to continue indefinitely: Eskom — Platts CTI
  • Atlantic thermal coal prices remain steady despite the effects of coronavirus, downturn in crude oil — Platts CTI
  • Kenya presses on with coal energy despite mounting concerns — Platts CTI
  • Turkey thermal coal imports up 16% on year; South African share plummets 88%: Turkstat — Platts CTI
  • Atlantic thermal coal prices rebound after losses, outlook still bleak — Platts CTI
  • RB prices eye fresh 5-month lows on pressure from oil crash
    — Southern African Coal Report
  • Atlantic thermal coal prices sink on Saudi-Russia oil price war, COVID-19
    — Platts CTI
  • COVID-19 a "major economic shock" for China and Asia-Pacific — Platts CTI
  • SA coal output could flatline amid underinvestment
    — Southern African Coal Report
  • Moody's cuts Sasol to junk on rising debt — Company News
  • Atlantic thermal coal prices drop on macro-weakness related to coronavirus: sources — Platts CTI
  • Coal to remain key in Vietnam power expansion — World Coal
  • Which countries are planning a coal phase-out? — World Coal
  • South African thermal coal export output down 25% to 13 mil mt — Platts CTI
  • High-quality coal to remain in overall energy mix well into the future: Glencore — Platts CTI
  • Pakistan shipments 'halted on maintenance' — Platts CTI
  • Atlantic thermal coal prices bearish on cheap gas and resold ARA coal stocks
    — Platts CTI
February 2020
  • Sasol confirms making 600 MW own-gen proposal in response to DMRE RFI
    — Engineering News
  • Global coal majors set to exit SA, lack of funding leaves junior minors 'stuck': sources — Platts CTI
  • Atlantic thermal coal markets remain bearish as sellers look to remove oversupply — Platts CTI
  • Seaborne thermal coal prices head south as demand fades in Northern Hemisphere — Platts CTI
  • Some South African sellers offering “deeper” discounts on spot cargoes
    — Platts CTI
  • Atlantic thermal coal prices inch up despite limited spot demand, coronavirus fears — Platts CTI
  • South African coal losing to Russian on price basis — Platts CTI
  • European thermal coal prices fall to nearly multi-year lows — Platts CTI
  • India buyers favor South African coal as prices dip — Platts CTI
  • Falling prices to bring South Africa back into favour — Platts CTI
  • Indian sponge iron buyers in search of alternatives to 'overpriced' SA coal: sources — Platts CTI
  • RB prices set to fall further as Indian demand yet to recover
    — Southern African Coal Report
  • SA coal output could flatline amid underinvestment
    — Southern African Coal Report
  • Northwest Europe weak, Richards Bay trade volumes pick up
    — McCloskey Coal Report
  • Atlantic thermal coal prices slide as sources discuss ARA reloads — Platts CTI
  • Indian buyers support low-CV South African coal — Platts CTI
  • Atlantic thermal coal markets oversupplied as prices fall again — Platts CTI
  • Coal analysts questions Glencore's pledge to reduce Scope 3 emissions
    — Platts CTI
  • Eskom pricing puts domestic coal in 'direct competition' with export
    — Platts CTI
  • Tight supply, overvaluation by state utility, inflate South African coal prices
    — Platts CTI
  • Atlantic thermal coal prices remain flat on declining prompt demand, cheap gas — Platts CTI
  • RB prices eye fresh six-week lows — Southern African Coal Report
  • Glencore provides update on its transition to low-carbon economy
    — Mining Weekly
  • Coal futures rise sharply in afternoon session — Platts CTI
  • European thermal coal price rises, players predict correction lower
    — Platts CTI
  • South32’s Seriti deal at risk if Eskom fails to renegotiate underwater Duvha coal contract — Miningmx
  • Two coal producers look to help the state with Eskom — BusinessLIVE
  • South African coal maintains strong premium — Platts CTI
  • European thermal coal prices rise as long term outlook remains bleak
    — Platts CTI
  • Rising South African thermal coal prices suggest potential change in buying: trade — Platts CTI
  • 'New wave' of junior minors enter SA export market — Platts CTI
  • RB prices likely to come under pressure this week
    — Southern African Coal Report
  • SA producers pushing more supplies into export market
    — Southern African Coal Report
  • Structurally cheaper LNG should displace coal from Japan, and broader Asia: Russell — Reuters
  • Atlantic thermal coal prices fall on gas glut, redirected LNG cargoes
    — Platts CTI
  • Bad weather and falling demand put a damper on coal exports
    — BusinessLIVE
  • CRU: how the coronavirus affects global commodity markets — World Coal
  • Atlantic thermal coal prices fall at end of week — Platts CTI
  • Transnet plans to boost the volume of coal transported by rail to Eskom
    — Mining Weekly
  • South African, Botswana coal producers outline prospects for the industry
    — Mining Weekly
  • Chinese demand key uncertainty for seaborne coal market in 2020
    — Hellenic Shipping News
  • SA market sees ‘less and less’ production due to lack of investment
    — Platts CTI
  • SA coal market continues to be premium origin — Platts CTI
  • South African coal remains premium origin in seaborne market — Platts CTI
  • Atlantic thermal coal prices rise although market remains oversupplied
    — Platts CTI
  • European thermal coal prices edge upward with energy complex — Platts CTI
  • Richards Bay prices set to rise on India buying — Southern African Coal Report
  • Minister keen to get generation outside of Eskom going soonest
    — Mining Weekly
  • South African 6,000 NAR coal trades at large premium — Platts CTI
  • Atlantic thermal coal markets remain pressured by gas, oversupply
    — Platts CTI
January 2020
  • Minerals Council calls for coal advocacy group to be established
    — Mining Weekly
  • Govt urges coal sector to step up pace in rolling out clean technologies
    — Mining Weekly
  • Investments in clean coal could save South Africa's coal sector
    — Consultancy.co.za
  • South African thermal coal mood ‘bearish’ amid production drop, rising prices — Platts CTI
  • Cheap Natural Gas Is About to Kick More Coal Out of Europe — Bloomberg
  • NW Europe falls to 7-month low, Richards Bay also down
    — McCloskey Coal Report
  • Coal futures climb, South African prices still well supported — Platts CTI
  • India’s thermal coal imports extend fall as economy slows — World Coal
  • Unprecedented Industrialization Responsible for Uptick in Coal Trading Activities — Coal Trading Market
  • RBCT looks to increase exports from junior miners in 2020 — Miningmx
  • RBCT coal exports decline again — Mining Weekly
  • Gas Exports Have a Dirty Secret: A Carbon Footprint Rivalling Coal’s
    — Bloomberg
  • India cautious over volatile South African coal — Platts CTI
  • "Overvalued" SA begins retreat — Platts CTI
  • RB prices at one-year highs, buyers eye cheaper option
    — Southern African Coal Report
  • South Africa physical keeps firm premium to futures — Platts CTI
  • FOB Richards Bay OTC drops 3% on year — Platts CTI
  • Richards Bay corrects — Platts CTI
  • Indian seaborne interest — Platts CTI
  • US Department of Energy announces funding for fossil energy research and training — World Coal
  • Arbitrage to remain open in SA — Platts CTI
  • BlackRock Inc. will cut exposure to thermal coal — Bloomberg
  • SA prices -- correction in the offing? — Platts CTI
  • Indian thermal coal buyers keep eyes peeled on arbitrage opportunities
    — Platts CTI
  • India looks to replace up to 135Mt of coal imports with domestic output: minister — S&P Global
  • SA prices ease — Platts CTI
  • Atlantic thermal coal markets relatively static amid ‘retreating’ South Africa market — Platts CTI
  • South Africa price stable even with vessel backlog — Platts CTI
  • Richards Bay discounts — Platts CTI
  • SA 'overpriced' bids continue to rally — Platts CTI
  • South African prices a key factor — Platts CTI
  • Colombia-Asia thermal coal arbitrage widens on high South African prices
    — Platts CTI
  • South Africa bids 'aggressive' once more — Platts CTI
  • Tightness heard in South Africa — Platts CTI
  • South African coal remains premium origin — Platts CTI
  • High-CV blending in India — Platts CTI
  • SA bids start to 'roof' again — Platts CTI
  • SA market relatively static — Platts CTI
  • Atlantic physical thermal coal markets quiet with slight price falls — Platts CTI
  • European thermal coal markets begins year with 'no movement': sources
    — Platts CTI

2019 archive

 

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