Posts by stipe_Cro

  • DRY BULK

    Kad hugh objavljuje, nije dobro :)

    Malo o ugljenu:

    Indonesia has hiked its April coal reference price by 42% month on month to USD 288.40/t amid a US embargo on purchasing Russian material due to the latter’s war on Ukraine, it said on Tuesday.


    The monthly price assessment, which reflects coal for loading free-on-board, was also more than treble the value of USD 86.68/t for April 2021.

    "The global coal price has also been affected by this [US sanction], therefore the coal reference price was raised sharply by 41.5% from March," energy ministry spokesperson Agung Pribadi said in a statement.

    Other nations had also shunned Russian coal due to its escalating war, while the EU was discussing sanctioning energy imports.

    Economic recovery

    The economic recovery as Covid-19 waned had also lifted global demand for coal, in particular from China, while heavy rainfall in some coal-producing regions provided additional upward pressure, the spokesperson added.

    The energy ministry has set a production target of 663m tonnes for this year, well above the 614m tonnes of coal the country produced in 2021.

    Indonesia is the world's largest thermal coal exporter, with China and India being its biggest customers.

  • DRY BULK

    Podijeljena mišljenja oko kineskog uvoza ugljena do 2024.

    Benchmark prices in China, the world’s biggest coal consumer, rose 7% on the week. The contract for May delivery on the Zhengzhou exchange last settled at CNY 869.40/t (USD 136.47/t).
    “We see China remaining active in the international coal market despite efforts to boost domestic supply,” ANZ bank analysts said in a recent note.
    They expect China’s imports to rise a further 100m tonnes – or roughly 31% above last year’s level – as the country struggles to meet demand growth domestically.

    China import reliance waning

    China’s central planner is targeting a 300m tonne per annum expansion in production as well as reserves of 620m tonnes to avert shortages that prompted fears of winter blackouts last year. China produced just short of 4.1bn tonnes of coal last year, more than half the world’s total.


    By contrast, Hassall saw Chinese import dependence waning.
    “To me this is almost the biggest story in the coal market since I’ve been in coal,” said Hassall. “China may no longer be a net importer of coal by 2024.”
    Chinese authorities were targeting a rise in average daily production to 12.6m tonnes, Hassall said. This was slightly above a December record of 12.4m tonnes and well above an average rate of just over 11m tonnes last year.
    Such output could swiftly outpace demand growth of likely 5% and depress import demand, depending upon how quickly China attains it and how swiftly the country restocks inventories, Hassall said. “It suggests significant downside risk.”

  • DRY BULK

    Osim što cape pada 3000.

    Ali nama cape ne znači ništa. Znači Diani s kojom se uspoređujemo.

    A vidi gdje je Diana - 4.88.

    Nedavno sam kritizirao uspoređivanje s Dianom, a vidi me sad :rolleyes:

  • DRY BULK

    Ako se ne varam, to je plan koji namjeravaju ostvariti do 2030.

    A dotad će potražnja za ugljenom porasti još puno više.

    Nemam izvor pri ruci, ali već sam vidio sličan članak...

    Za interpretaciju kineskih mjera zbog korone nisam siguran je li sarkastična, pa neću komentirati :|