AfriCoal Energy Review

December 2018

Powering the world: Renewables are still far behind coal and natural gas
— The Hill
Unlocking a Hydrocarbon Arbitrage from Coal — American Coal Council
Coal to Products, A Carbon Valley and Future New Uses for Coal
— American Coal Council
Next Generation Coal Technology Comes to Life – Wyoming’s ITC
— American Coal Council
Germany’s Failed Climate Goals A Wake-Up Call for Governments Everywhere — Bloomberg
Number of delayed vessels at Richards Bay Coal Terminal rises to 23: cFlow
— Platts CTI
South African prices slide, CIF ARA loses ground — Platts CTI
CIF ARA thermal coal price finds support despite unchanged fundamentals
— Platts CTI
Minerals Minister defends coal, complains about high electricity prices
— Mining Weekly
Universal Coal increases North Block Complex ore reserve by 98%
— World Coal
S Africa’s NBC thermal coal output rises under Universal’s ownership
— Platts CTI
South African thermal coal sellers at a stalemate with Indian buyers: sources
— Platts CTI
CIF ARA physical thermal coal market gains on buy-side interest — Platts CTI
Exxaro says thermal price correction will ice out lower CV coal — SACR
High efficiency low emission coal — World Coal Association
A pathway to zero emissions from coal — World Coal Association
Rising Natural Gas Prices Will Test US Power Grid this Winter
— LeadingLightEnergy.com
Supplies down in Colombia, South Africa — Platts CTI
FOB Richards Bay 5,500 bid at $24/mt discount — Platts CTI
European thermal coal markets well-supplied amid weak demand — Platts CTI
How power utility Eskom is hobbling South Africa's economy — Bloomberg
Financial close delay for Resgen's Waterberg project — Mining Weekly
South African imports at 33-month high — Platts CTI
South African export, CIF ARA futures quiet — Platts CTI
Pakistan imports of South African coal at 602,232t — Platts CTI
South African thermal coal exports to India at 15-month low in October
— Platts CTI
Polish PM blows UN hopes of ending coal — COP24 Press Office
UN cops a blast ahead of climate talks — CAJ News Africa
Glencore discounts outlook of coal prices paring back — IHS Markit
Botswana coal miner Minergy looks south — BusinessLIVE
Coal is still king in global power production — eNCA

November 2018

German chancellor asks coal commission to postpone final report — ICIS
Could High-Efficiency, Low-Emissions (HELE) Technology Revive US Coal Power? — Power
CIF ARA coal prices rise again but outlook remains bearish: Additional Indonesia, South African tons expected — Platts CTI
Woodmac: “2°C world out of reach even under accelerated energy transition” — World Coal
Peter Foster: Another report reluctantly admits that 'green' energy is a disastrous flop — Financial Post
High Efficiency Low Emission Coal — WCA
Poland plans new coal mine as climate talks loom — Reuters
US out...China in: Poland bears witness to the new balance of power
— EnergyPost.eu
4 Problems With the New Climate Change Report — The Daily Signal
Bearish Richards Bay market — Platts CTI
Bold steps’ needed to save Eskom, Jabu Mabuza says, as more load-shedding looms — BusinessLIVE
Newcastle high-ash prices slump as Indian arbitrage fades — Platts CTI
Richards Bay hovers near fresh one year lows on China, India and oil
— IHS Markit
Renewables won't solve Africa's energy crisis on their own — IHS Markit
Germany faces 7.5Mt loss in domestic thermal output next year — IHS Markit
German government will likely extend the timeframe for the coal commission to deliver its final report — ICIS
Climate Change Hoax: Not A Single G-20 Country Is Close To Hitting CO2 Emission Targets — Climate Depot
Eskom urged to return to cost-plus coal mines to save itself and the industry
— BusinessLIVE
South African price at two year low — Platts CTI
Japan continues to rely on coal-fired plants despite global criticism
— The Japan Times
Global Coal Demand Increased In 2017 — Forbes
Trump is keeping his promises to forgotten coal communities
— Lexington Herald Leader
Indian thermal coal buyers push US and South African sellers for lower prices — Platts CTI
Eskom to buy ‘emergency’ coal, splurge on diesel as load-shedding risk returns — Mining Weekly
COP 24: Trump administration to present side event on coal — World Coal
The Greens’ thermal coal exports policy should be rejected, says MCA
— World Coal
WCA responds to IEA’s World Energy Outlook 2018 — IEA
South African price at 20-month low — Platts CTI
CIF ARA futures fall despite positive margins — Platts CTI
South African coal heard traded to Pakistan — Platts CTI
Global power demand to rise 60% by 2040: IEA WEO 2018 — Platts CTI
Improving Access to Energy — IEA
Eskom's aging power plants raise supply concerns — Fin24
Eskom faces new coal supply crisis: report — BusinessTech
Atlantic thermal coal markets all move lower with overly bearish sentiment
— Platts CTI
IEA confirms new member — Energy Global
Buyers look to push South African prices lower — Platts CTI
Pakistan coal buyers chase lower prices amid abundance of cargoes
— Platts CTI
Sources in Atlantic thermal coal market split over downward movement
— Platts CTI
Vessel size rules out Colombian or South African coal — Platts CTI
NUM Highveld Region response on the reckless statement made by Greenpeace Africa — NUM
Richards Bay volumes at three-year lows — Platts CTI
October ICE thermal coal derivatives total 155.1Mt, up 35.1% on month: trade data — Platts CTI
Coal report says Australian exports have peaked and are in 'terminal long-term decline' — The Guardian
South Africa September coal exports to Europe surge to 21-month high: customs data — Platts CTI

October 2018

Fossil Fuel Foundation sees clean coal as a solution for South Africa
— Mining Weekly
China Jan-Sep coal consumption rises despite push to use gas: NEA
— Platts CTI
Majority of Spanish coal mines to close by end of year — World Coal
UAE well supplied with S African coal — Platts CTI
South African price hits YTD low — Platts CTI
Australian, South African coals still headed to Europe — Platts CTI
South African coals priced out — Platts CTI
South African market struggles with low demand — Platts CTI
Pakistan cement plants shift toward Indonesian coal, South Africa priced out
— Platts CTI
South African prices under pressure — Platts CTI
Thirty years later, what needs to change in our approach to climate change
— Bloomberg
Keep coal’s current share of the energy mix, says NUM — Mining Weekly
Key World Energy Statistics — International Energy Agency
South Africa output down 8% on year to 6.17Mt in Jul-Sep — Platts CTI
South32 Jul-Sep thermal coal output slides on operational issue, lower demand — Platts CTI
Pakistan cement buyers look to diversify coal sources — Platts CTI
RBCT stockpiles rise — Platts CTI
South African prices fall, futures rise across curve — Platts CTI
Coal contributes most to South Africa’s mining revenue — SACR
South African coal, CIF ARA futures all lower — Platts CTI
Coal demand to remain flat to 2022, resulting in a decade of stagnation
— International Energy Agency
Coal Use Rises As Renewables Fall In US Electricity Generation — OilPrice.com
The New Age of Coal — American Thinker
Eskom optimistic plan to boost coal stocks will prevent power outages
— Mining Weekly
High-CV South African coal preferred choice — Platts CTI
Pakistan cement plants a bright spot for South African coal — Platts CTI
The U.S. Coal Export Boom To Asia — Forbes
South African prices trend lower, futures fall sharply — Platts CTI
Industry urges Eskom to revert to cost-plus funding model — IHS Markit
Australian government backs coal in defiance of IPCC climate warning
— The Guardian
WCA comments on IPCC's Special Report on Global Warming of 1.5°C
— World Coal
Discount for South African 5,500 NAR at $23 — Platts CTI
CIF ARA market ends week on sluggish tone — Platts CTI
Asia seaborne coal prices remain stable amid emerging Indian interest
— Platts CTI
IEA Clean Coal Centre responds to the BBC report, “China coal power building boom sparks climate warning” — World Coal Organisation
Volatile South African prices — Platts CTI
South African thermal coal exports total 6.6Mt in August, up 29.5% on month: customs — Platts CTI

September 2018

Industry expert to discuss coal, energy crisis — Mining Weekly
South African sellers continue to wait on Indian spot demand — Platts CTI
South African prices higher, CIF ARA futures largely flat — Platts CTI
Thermal coal demand still expanding across Asia — IHS Markit
Coal Is Red Hot Again — The Wall Street Journal
South African coal trends higher — Platts CTI
South African thermal coal discounts continued to widen out — Platts CTI
Coal’s Role in Making America Great Again — The Coal Institute
How Anglo quietly built a commodity trader in Glencore's shadow
— Bloomberg
R&D on clean coal technologies crucial in SA — Mining Weekly
ICIS Analysis: German power price to rise following coal phase-out
— World Coal
Local coal future depends on economic situation — Mining Weekly
European coal market struggles with surge of off-spec flows — Platts CTI
South African coal in excess for Oct — Platts CTI
South Africa's Eskom grapples with coal supply shortage — Platts CTI
Present Status and Outlook of Coal-fired Power in China — IEEJ
Mature economies accept dependence on coal-sourced energy
— The Hindu Business Line
Post-Fukushima coal boom, Japan pumped $92bn into coal and nuclear
— Eco-Business
Ramaphosa's bizarre power plan — Fin24
Hurricane Florence expected to delay coal shipments — Platts CTI
Coal stocks at Richards Bay begin to decline as spot demand picks up
— Platts CTI
August traded thermal coal derivatives fall 9% on year to 60.74Mt: LEBA
— Platts CTI
CIF ARA coal market supported on bullish European energy complex
— Platts CTI
Declining output, quality affecting SA coal market: traders — Platts CTI
Arbitrage open for SA thermal coal flows to Europe, Capesize favoured
— Platts CTI
Guest post: ‘Peak coal’ is getting closer, latest figures show — Carbon Brief
South32 kicks off sale process for SA thermal coal business — Platts CTI
SA exports 5.09Mt thermal coal in July: customs — Platts CTI

August 2018

EPA plan makes it possible to reduce emissions without failed Obama-era regulations — Washington Examiner
Russia Will Export 200M Metric Tons of Coal in 2018 — Coal Age
Revisiting the International Coal Phase-Out Movement: Beyond the Pro- or Anti- Coal Dichotomy — IEEJ
Current stocks at RBCT climb to 5.46Mt — Platts CTI
Discounts for 5,500 kcal/kg NAR coals widen — Platts CTI
Demand for SA coal up after price correction — Platts CTI
Newly published report predicts global coal market to grow by 12.5% by 2026 — World Coal
Taipower buys 640,000t of South African thermal coal from Glencore
— Platts CTI
Exxaro hedges bet on Thabametsi project — SACR
Coal gets a boost in the latest Integrated Resource Plan — SACR
Trump proposes new coal initiative to replace Obama’s Clean Power Plan
— World Coal
Why are German coal workers so powerful, when there are so few?
— Climate Home News
BREAKING NEWS: Mantashe wants to axe long-delayed MPRDA Amendment Bill — BusinessLIVE
SA coal under negative pressure on low demand: sources — Platts CTI
US coal CEOs bullish on export growth, Asian prospects
— McCloskey Coal Report
CIF ARA market trades down, SA coals still offered into Europe — Platts CTI
African Energy hopes to revive Mmamabula — IHS Markit
Exxaro nears Eskom mine funding close for Matla — IHS Markit
Sasol suspends buying third party coal — IHS Markit
Why US shale will crash and UK will fail: a history of shale oil & gas production in pictures & charts — Future Today
Increased SA coal exports boost Transnet's revenues — Platts CTI
Trump set to roll back restrictions on coal-burning power plants
— The Wall Street Journal
The US natural gas industry is leaking way more methane than previously thought — The Conversation
Nationals call for more coal-fired power plants at party meeting
— Australian Associated Press
China restarts coal plant construction after two-year freeze — Climate Home
A Climate Change Wake-Up Call From Germany — Bloomberg
Poland to protect coal jobs — World Coal
Exxaro H1 coal export demand subdued amid strong seaborne prices
— Platts CTI
Coal Production Report Predicts Downturn in the Industry — WMKY-FM
Glencore's Glasenberg reiterates bullish view on coal — SACR
South African off-spec discount continues to widen — Platts CTI
South African coal due for a correction — Platts CTI
High-ash moves to Europe — Platts CTI
Malaysia’s Manjung 4 — GE.com
SA coal priced out of key markets, stocks over 5Mt — Platts CTI
Energiewende enters a new phase – how is it performing?
— The Energy Collective
Commentary: Fossil-fuel consumption subsidies are down, but not out
— World Energy Outlook
SMA Solar paints gloomy global solar market picture as order backlog plummets — PV-Tech
Mozambique's coal revival — World Coal
Weekly US coal production reaches new 2018 peak: EIA — S&P Global
Poles want coal jobs protected amid green energy shift — Associated Press
ichards Bay saw only one trade against three deals last week — McCloskey
Northwest European markets were busy and prices trended higher
— McCloskey
China's coal imports surge in July — Xinhua
European customers eyeing high-ash Australian coal — Platts CTI
CRU: coal demand on the up despite China's drive to become more environmentally friendly — World Coal
New report shows why HELE remains imperative for ASEAN countries
— World Coal
Gap between Australian and South African coals still wide — Platts CTI
Richards Bay sluggish — Platts CTI
South African coal positioned poorly — Platts CTI
High South African FOB prices giving Australian coal inroads into India: trader — Platts CTI
Lack of new coal projects, growing Asian demand bullish for prices: Glencore — Platts CTI
Abbott is right: Paris climate treaty fails to fight global warming
— Bjorn Lomborg
July traded thermal coal derivatives fall 20% on year to 60.95Mt: LEBA
— Platts CTI
South Africa’s June thermal coal exports up 2.5% on month — Platts CTI
Other origins to compete with S Africa — Platts CTI
SA June thermal coal exports up on the month, H1 flat — Platts CTI
Pakistan’s pivot to coal to boost energy gets critics fired up — Bloomberg
Indonesia keeps faith with coal to meet growing energy demand
— The Financial Times
The coal comeback — Estevan Mercury
If Germany Can't Quit Coal, Can Anyone Else? — WIRED
Forever Coal: return of the offender — Energy
The future of coal — Chatham House
Anglo completes sale of South African thermal coal mine — Platts CTI
South African trade, CIF ARA futures illiquid — Platts CTI
South African coal gains interest from India and Pakistan — Platts CTI
FOB Richards Bay cargo trades at $105/mt, up $1 — Platts CTI

July 2018

Glencore’s H1, 2018 coal production totals 62Mt, up 1.5% — Platts CTI
Anglo draws line in sand for thermal coal — Mining Weekly
Contemporary Coal Dynamics in Indonesia — Stockholm Environment Institute
S African thermal coal market softening as key Indian market looks elsewhere — Platts CTI
New SA underground coal mine plans for production start-up by year-end
— Mining Review Africa
Premature coal retirements to weaken grid reliability and increase consumer costs — World Coal
Coal still crucial to South African energy plan — IHS Markit
Eskom to review coal purchase plan as part of broader overhaul — IHS Markit
Eskom's decision not to give workers bonuses is a declaration of war
— COSATU
Eskom to truck coal to fuel-starved plants, as talks remain deadlocked
— IHS Markit
Lack of investment stymies S African coal producers — Mining Weekly
Supply issues nudge Eskom closer to coal cliff — Business Day
Thermal Coal Remains King — The Coal Hub
South32’s Apr-Jun SA thermal coal production down 4% year on year
— Platts CTI
WCA comments on the IEA's 2018 World Energy Investment report
— World Coal
WCA announces leadership transition amid resurgence in coal fundamentals — World Coal
GE and SEPCOIII to build first ultra-supercritical power plant in Pakistan
— World Coal
Hurting for buyers, US coal miners are learning to love India — Bloomberg
Ramaphosa embarks on Eskom overhaul — Reuters
SA mines relying heavily on unskilled workers despite Industry 4.0 gaining traction — Mining Weekly
TDS, Newrak awarded construction contract for Exxaro’s Matla Mine 2 and Mine 3 — Mining Weekly
Coal to remain a significant energy source for decades – WCA — Mining Weekly
Indian buyers wait for South African price correction — Platts CTI
South African coal trades high, discounts widen — IHS Markit
Anglo reaffirms view to stay away from Eskom supplies — Platts CTI
Industry gripped by pricing uncertainty as JRP talks flounder — IHS Markit
Costly SA coal losing significant market share in Pakistan — IHS Markit
CIF ARA price hits fresh six year high — Platts CTI
South Africa coal exports drop to 10-month low in May — Platts CTI

June 2018

Market Demand Study: Australian Export Thermal Coal
— Minerals Council of Australia
SA supply woes offer Botswana coal export options
— South African Coal Report
Global thermal coal demand likely to outstrip supply in H2 2018: Citi
— Platts CTI
Atlantic thermal markets retrace gains, s. Africa hit hardest — Platts CTI
Natural gas could warm the planet as much as coal in the short term
— Science
South African coal price too high for buyers — Platts CTI
Trump’s new oceans policy washes away Obama’s emphasis on conservation and climate — Science
Asia's thermal coal demand poised to grow — Mining Weekly
South African coal remains at near-record highs — Platts CTI
US and Russian thermal coals compete for Jorf Lasfar tender — Platts CTI
New draft Mining Charter poses problems for greenfield projects
— South African Coal Report
Last month, we were told that it was the end of the Arctic — Bjorn Lomborg
Climate Talks Stall as $100 Billion Still Out of Sight — Bloomberg
Privileged coal: the politics of subsidies for coal production in Colombia
— Stockholm Environment Institute
Alive and kicking: China hydrocarbon demand — S&P Global Platts
Taiwan April thermal coal imports at six month high: customs — Platts CTI
European thermal coal price relaxes following six-year highs — Platts CTI
Developing the Botswana coal industry — Minergy Coal
WCA responds to BP Statistical Review of World Energy 2018
— World Coal Association
BP Statistical Review of World Energy 2018 — BP
Uneconomic coal could be squeezed out of European Union power markets by 2030 — Forbes
Tipping Point: Strategies for a New Energy Future — IHS Markit
The Shale Gale turns 10: A powerful wind at America’s back — IHS Markit
Vessel queue at Richards Bay Coal Terminal falls — Platts CTI
Limited South African cargoes available — Platts CTI
Zululand Anthracite Colliery to expand operations in KZN — Mining Weekly
Capital may become expensive for coal projects as lenders pull out — SACR
South African export markets up 10 cents — Platts CTI
Coal rallies to six-year high as heatwave fires up China demand — Bloomberg
World Energy Outlook 2018 — IEA
Eskom’s plan to recover R1bn short-circuited — BusinessLIVE
Administration Proposes Emergency Measure to Save Coal and Nuclear. How Will It Impact Consumers? — InsideSources
Prepare for greater generation competition, Radebe tells Eskom
— Mining Weekly
Commission approves NBC, ECM merger without conditions — Mining Weekly
China remains dominant coal consumer, producer — Mining Weekly
South African April thermal coal exports down 8% on month at 6.6Mt
— Platts CTI

May 2018

Germany again delays coal exit ‘masterplan’ as coalition disagrees — Platts
South African coal remains bullish — Platts CTI
South Africa promises friendlier investment environment for coal
— IHS Markit Coal & Energy
The plethora of better alternatives to wind and solar power and electric cars
— The Energy Collective
Poland’s stunning e-mobility plans — Energy Post
11 ways the Paris climate deal is working in the real world
— Climate Home News
South African prices resist downward pressure — Platts CTI
Vessel queue at Richards Bay Coal Terminal rises on low availability
— Platts CTI
Atlantic thermal coal sentiment weakens in reaction to China price cap
— Platts CTI
Emissions rally lifts power but coal stays ahead of gas — argusmedia.com
South African coal prices kept high on unclear outlook — Platts CTI
South African price softens — Platts CTI
South African coal prices kept high on unclear outlook — Platts CTI
South Africa coal offered higher — Platts CTI
Tight supply out of South Africa, more coal to Eskom — Platts CTI
South African prices fall for first time since early May — Platts CTI
South African thermal coal prices continue uptick, supply concerns linger
— Platts CTI
Spot market strength this summer could lead to price spike
— IHS Markit Coal & Energy
Tight thermal coal supply out of South Africa fuels bullish sentiment
— Platts CTI
Countries in and around the Middle East are adding coal-fired power plants
— U.S. Energy Information Administration
South African prices hit new record high — Platts CTI
RBCT prices hit six-year high, eye Eskom tender result — IHS Markit
FOB Richards Bay price assessed at new record high — Platts CTI
Industry sentiment turns bullish for near-term prices — IHS Markit
Contradicting fundamentals point to increased uncertainty in 2018
— IHS Markit
Eskom’s procurement plans drive Richards Bay prices to six-year highs
— IHS Markit
South African coal price at record high — Platts CTI
Demand for South African coal dries up on surging prices — Platts CTI
South African prices near record high — Platts CTI
India's 'preferred origin' — Platts CTI
South African thermal coal price rises, discounts begin to widen — Platts CTI
Eskom move could spark coal investment — South African Coal Report
Global Energy & CO2 Status Report 2017 — International Energy Agency
The One Nation Returning To Coal — Oilprice.com
Eskom introduces measures to address imbalance in coal stock levels
— World Coal
Coal departures from RBCT rise despite supply tightness — Platts CTI
Poor demand in European thermal coal market, Richards Bay bullish
— Platts CTI
European thermal coal market well supplied, Richards Bay offered higher
— Platts CTI
War on coal making the world's top mine owners a lot richer
— Bloomberg News
FOB Richards Bay market continues to rise — Platts CTI
African coal boosted further by reports of Eskom spot purchasing — Platts CTI
South African Q1 thermal coal exports up 5.7% on year — Platts CTI
South African prices continue to rally — Platts CTI
South African Q1 thermal coal exports up 5.7% on year to 19.6Mt — Platts CTI

April 2018

Tight supply in SA — Platts CTI
South African coal discounts narrow — Platts CTI
FOB Richards Bay traded — Platts CTI
Richards Bay to hover near 2-month highs on Eskom buying — IHS Markit
Anglo stays course on thermal coal — South African Coal Report
CIF ARA prices higher on strong bids — Platts CTI
US coal exports to Asia ‘More than doubled’: EIA — IHS Markit
Tight South African supply keeping prices high — Platts CTI
South32 Jan-Mar South African thermal coal output stable — Platts CTI
South African coal supply tight — Platts CTI
Vessel queue at Richards Bay Coal Terminal rises: cFlow — Platts CTI
A new coal war frontier emerges as China and Japan compete for energy projects in Southeast Asia — South China Morning Post
Key Electricity Trends 2017 — International Energy Agency
Letter: Only coal provides reliable power — The Virginian-Pilot
RBCT prices supported as Eskom grabs supplies from export market
— Platts CTI
Chinese import restrictions widen — Newswire
Converting coal to hydrogen — Gippsland Times
Mozambique thermal coal to compete with South Africa for MENA market
— Platts
US coal finding its way into Europe, Mediterranean markets — Platts CTI
Indian market opens for Australian coal — Platts CTI
The Economic Impacts of Climate Change — Review of Environmental Economics and Policy
Fewer And Fewer People Die From Climate-Related Natural Disasters
— Bjorn Lomborg
South African, Colombia coals compete for weak Indian spot demand
— Platts CTI
Coal is here to stay! Botswana to drive the future of coal power demand
— CNBC
China is massively betting on coal outside its borders — even as investment falls globally — CNBC
Abandon coal and the lights go out — The Daily Telegraph
IMO 2020, a shipping regulation that may reshape global coal trade — Platts
Atlantic thermal coal markets concentrate on Richards Bay — Platts CTI
Mid-CV South African coal prices buoyed by tight supply — Platts CTI
Richards Bay mid-CV supply tightness driving up price — Platts CTI
South Africa’s Feb thermal coal exports rise 1% to 6.2Mt — Platts CTI

March 2018

Eskom reverts to cost plus for coal purchase — Miningmx
Vessel queue at Richards Bay Coal Terminal eases on week — Platts CTI
Limited offers for FOB Richards Bay coals — Platts CTI
SA coal mining set for growth — Mining Weekly
South African coal preferred choice for South Asia market — Platts CTI
3% global power demand gain met by renewables, coal in 2017: IEA
— Platts CTI
Deflated sentiment in CIF ARA spot market as demand wanes — Platts CTI
WCA responds to State of global coal fleet report — World Coal
Vessel queue at Richards Bay Coal Terminal up on week — Platts CTI
Coal ahead of gas in UK, German power markets — Platts CTI
China thermal coal prices stabilise — Platts CTI
UK GAS-Prices edge lower on weaker demand; softer coal, power markets
— Reuters
US coal interest wanes on lower South African prices — Platts CTI
China approves three coal mine projects — China Coal Daily
Coal’s future in Asia is far from bleak — S&P Global Platts
South African coal favoured for South Asian import market — Platts CTI
The world cannot keep ignoring the Asian coal story — World Coal
Australia’s Universal Coal acquires SA North Block Complex, eyes exports
— Platts CTI
Green Mythology and the High Price of European Electricity — Energy Matters
The World Is Mostly Run On Fossil Fuels — Bjorn Lomborg
ICE Feb thermal coal derivatives trade marginally up from Jan at 143Mt
— Platts CTI
China thermal coal prices retreat further — Platts
South African coal volatility — Platts CTI
Atlantic thermal coal derivatives trading down 10.4% on year in Feb: LEBA
— Platts CTI
China to cut 30 Mtpa steel capacity, 150 Mtpa coal capacity in 2018
— sxcoal.com
Industrialisation and prosperity to drive global energy demand — World Coal
The future of “dirty” coal in South Africa vs reliable renewable energy sources — Mining Review
Anglo American completes sale of Eskom-tied thermal coal ops
— Independent Online
Anglo American concludes sale of three coal mines in South Africa
— MINING.com
Impossible for Gupta-owned Optimum Coal to do business — Miningmx

February 2018

Vessel queue at Richards Bay Coal Terminal eases on week: cFlow — Platts CTI
South Africa’s January thermal coal exports fall to 6.16Mt — Platts CTI
South African price volatility keeping buyers at bay — Platts CTI
Underinvestment in thermal coal may boost short term prices — SACR
Minergy CEO: “Coal is here to stay” — World Coal
Asian coal demand to offset EU and US decline — Nikkei Asian Review
Trump proposes FY19 budget proposal for Office of Surface Mining Reclamation and Enforcement — World Coal
A nuclear deal with Moscow would not only squander billions, but would compromise SA's sovereignty — Daily Maverick
Energy Access Outlook 2017 — IEA
Industrial action at Optimum coal mine in South Africa — Platts CTI
Richards Bay stocks plentiful despite South Africa coal mine strike: source
— Platts CTI
CIF ARA market pushes higher despite little March interest — Platts CTI
Strong South African coal bids boost markets amid tight supply — Platts CTI
RB prices likely to edge up on limited supplies, Newcastle — SACR
South African coal sales climb to record $10.3bn in 2017 — MCR
New SA president likely to address mining charter issues
— McCloskey Coal Report
Leon expects mining industry to have a future under Ramaphosa’s Presidency — Mining Weekly
Arbitrage opportunity for South African coal to India — Platts CTI
Vessel queue at Richards Bay Coal Terminal rises to 25: cFlow — Platts CTI
FOB prices push CIF ARA market higher — Platts CTI
Global thermal coal demand to outstrip supply, grow by 5% in 2018: Noble
— Platts CTI
Atlantic thermal coal derivatives trading rises 55.4% on month to 70.8Mt: LEBA — Platts CTI
CIF ARA spot market loses ground, futures recover — Platts CTI
The Future of Coal in South Africa — Mining Journal Africa
Indian demand for South African coal rises: sources — Platts CTI
South African mining industry makes compelling case for protection of coal
— African News Agency
Vessel queue at Richards Bay Coal Terminal up one to 15: cFlow — Platts CTI
Solar And Wind Are Taking Over The World — Bjørn Lomborg
Growing hope Ramaphosa will fix S. Africa’s mining charter problem
— McCloskey Coal Report
Eskom struggles to compete for coal supplies amid export rally
— McCloskey Coal Report
South Africa to benefit from coal demand surge in India, Pakistan
— McCloskey Coal Report

January 2018

Is Global Warming Making Us Hungrier? — Bjørn Lomborg
Richards Bay Coal Terminal (RBCT) exported a record 76.47Mt of coal in 2017 — Platts CTI
Anglo American continues exit from South African coalWorld Coal — Platts CTI
RBCT reports record high 2017 coal export volumes — Platts CTI
Richards Bay terminal reports record high 2017 coal export volumes at 76.5Mt — Platts CTI
Cyril Ramaphosa to tackle Mining Charter impasse — BusinessLIVE
Anglo American 2017 coal production falls 6% on year to 81.82Mt — Platts CTI
Vessel queue at Richards Bay Coal Terminal drops to 16: cFlow — Platts CTI
CIF ARA spot coal price retraces on lower bids, offers — Platts CTI
Indonesian miners aim for higher production — Platts CTI
India’s electricity generation — World Coal Association
India's self-sufficiency goals, renewable energy, overcapacity, and railway system — Coaltrans
South32 flags downside risk over weaker domestic demand
Eskom’s financial woes threaten to push South Africa off ‘coal cliff’
RBCT coal vessel queues total 22, up five from last week: cFlow — Platts CTI
Roadmap to nowhere: the myth of powering the nation 100% with renewable energy — Energy Post
CIF ARA coal markets stagnant despite early morning deal — Platts CTI
China buying, India struggling — Platts CTI
Komipo buys 130,000 mt of South African coal — Platts CTI
Atlantic thermal coal trading limited as prices drop — Platts CTI
Coal prices face moderate correction — Platts CTI
South African coal competitively priced to India — Platts CTI
Slack demand keeps CIF ARA coal trading light — Platts CTI
Steam coal prices look overcooked — McCloskey Coal Report
Indian buyers resist rising South African market — Platts CTI
Global primary energy demand — World Coal
South African, US coals flow to India — Platts CTI
Vessels delayed at Richards Bay Coal Terminal: cFlow — Platts CTI
Steam Coal Outlook 2018 & Beyond — Coal Asia

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