Banpu - Asiatischer Kohleriese vor Comeback?

Homepage: http://www.banpu.com/en/index.php

WKN: 882131

ISIN: TH0148010018

Press Center / News: http://www.banpu.co.th/eng/press/index.php

Corporate Profile: http://www.banpu.co.th/eng/profile/index.php

Management and Board / Corporate Governance: http://www.banpu.co.th/eng/governance/index.php

Group Operations: http://www.banpu.co.th/eng/operation/index.php

Corporate Structure: http://www.banpu.co.th/eng/investor/corporate.php

Dividend Information: http://www.banpu.com/en/05-investor-relations/...dend-information.php

Marketing: http://finance.yahoo.com/q?s=BPFF.F

Coal Reserves & Production Report: http://www.banpu.co.th/eng/investor/finance_coal.php

Investor Presentations: http://www.banpu.com/en/05-investor-relations/...or-presentations.php

Chart, Financials and Data: http://finance.yahoo.com/q?s=BPFF.F

 

 

 

Gute News für alle Produzenten und Händler aus der Kohlebranche in Fernost. Die Nachfrage aus China ist in den letzten 12 Jahren enorm gewachsen und wird weiter anziehen. Trotz weltweiter Rekordproduktion brauchen die Chinesen immer mehr Kohleimporte.

Chinese Coal Sector Consolidates as Indian Coal Imports Surge

Monday February 4, 2013, 4:00am PST 

The Chinese coal sector is maturing and growing sleeker through consolidation, according to a report from Xinhua. At the end of 2012, the number of large coal-producing companies — those with revenues greater than 20 million yuan — shrank by nearly 20 percent, from 7,700 firms to 6,200..

Link: http://coalinvestingnews.com/...duction-imports-stockpiles-price.html

 

"..Indian coal imports continue to surge on the back of flagging domestic production. Coal imports rose 45 percent year-on-year in December 2012, from 9.77 million MT to 14.2 million MT, according to data from Interocean Group. That includes 12.1 million MT of steam coal and 2.1 million MT of steel-making coal.." 

 

Indonesian thermal coal output may surge by 5pct in 2013 if prices stay firm

13 hours 33 minutes ago

Bloomberg reported that Indonesian coal output in 2013 may rise to 400 million tonnes up by 5.2% YoY as against 380 million tonne in 2012 as long as prices stay above USD 92 a tonne..

Link: http://www.coalguru.com/indonesia/...in_2013_if_prices_stay_firm/7597

 

"Growth efforts in India’s domestic coal sector are finally starting to gain some traction, as Coal India (BSE:533278) — the world’s largest coal mining company — accelerates production, according to reports from the company and the Indian government. The company is targeting an overall increase of 7 percent for this fiscal year and is aiming for further growth of 6 percent for the coming year. That will put this fiscal year’s total at 492 million MT.

Coal India’s production growth has been stagnant for the past two years due to problems obtaining environmental and regulatory approvals for mining.."

http://coalinvestingnews.com/...duction-imports-stockpiles-price.html

 

Asian coal market requires paper trading - Mr Clyde Russell

Mr Clyde Russell,a market analyst with Reuters wrote that there is a growing disconnect in global coal markets with the bulk of paper trading happening in the Atlantic basin even though the physical market has shifted dramatically to Asia.

He wrote “In some ways this mirrors the situation in oil markets where the global benchmarks remain Brent and West Texas Intermediate even though the vast majority of demand growth comes from China, India and other developing Asian nations..”

Link: http://www.coalguru.com/..._paper_trading_mr_clyde_russell/7631 

 

 

"..He said “Demand for the fuel remains high. We see that India demand will pick up this year. China also increasingly need lower grade quality for blending with their domestic coal..” 

 

European 2014 thermal coal prices drops further to record low

Bloomberg reported that European thermal coal for next year fell to a record as talks between striking workers and management at Colombia’s Cerrejon mine started.

Thermal coal for delivery in 2014 to Amsterdam, Rotterdam or Antwerp dropped as much as 35 cents, or 0.4%, to USD 97.55 a tonnes, the lowest level since the contract started trading in January 2010

The contract is set for a third monthly decline.

Mr Marlon Gomes, a negotiator for the National Coal Industry Workers Union, said that talks between striking workers and management at the mine may take four more days after starting yesterday..

http://www.coalguru.com/...al_prices_drops_further_to_record_low/7770

 

 

"..In Asien werden die Kohleunternehmen- und Exporteure mittel- und langfristig ebenfalls kräftig profitieren. Nicht nur die Nachfrage aus China, Indien und Japan wird schließlich hoch bleiben. So blickt auch der thailändische Kohleriese Banpu Plc. (WKN 882131) nach zwei schwierigen Jahren wieder optimistischer nach vorne und stellt in 2013 weiteres Wachstum und höhere Profite in Aussicht.."

Link: http://www.rohstoffenews.de/...xporteure-profitieren-von-turbulenzen/

 

Indonesia lower grade coal prices forecast to rise amid rains

22 hours 34 minutes ago

The Jakarta Globe reported that prices for lower grade power station coal in Indonesia, the world’s biggest exporter of the fuel, gained last week amid rains in mining regions and rising demand from China..

Quelle: http://www.coalguru.com/indonesia/...forecast_to_rise_amid_rains/7834

 

Indonesian thermal coal output in 2013 seen up by 8.3pct YoY

23 hours 25 minutes ago

Reuters reported that thermal coal output in the world's top exporter, Indonesia, is seen rising 8.3% YoY in 2013, as miners increase production to take advantage of strong prices..

http://www.coalguru.com/indonesia/..._2013_seen_up_by_8_3pct_yoy/7987

 

 

Kohlebranche – Asiatische Exportnationen bleiben sehr gefragt

Der begehrte Fossilbrennstoff Kohle wird in 2013 vermutlich Erdöl als wichtigsten Energieträger ablösen. Asiatische Produzenten und Exporteure werden an Bedeutung zunehmen..

http://www.rohstoffenews.de/...e-exportnationen-bleiben-sehr-gefragt/

 

 

Peabody Energy and WCA Present a Letter To Mayor Bloomberg Outlining Unmatched Growth and Benefits of Coal

Below is an advert posted in the New York Times (Sunday 10 March), responding to Mayor Bloomberg’s public comments this month that coal is a “dead man walking”..

http://www.worldcoal.org/blog/...matched-growth-and-benefits-of-coal/

 

 

 

 

Coal India Sets Aside $6.5 Billion to Buy Overseas Mine Assets

By Abhishek Shanker - Mar 12, 2013 1:53 PM GMT+0100 

Coal India Ltd. (COAL), the world’s biggest producer of the fuel, has set aside 350 billion rupees ($6.5 billion) to buy and develop mines overseas over the next five years to bolster domestic supplies.

The state-owned company plans to spend 100 billion rupees on exploration and building logistics infrastructure in Mozambique, junior coal minister Pratik Prakashbapu Patil said in a written reply today to parliament questions. Coal India has prospecting rights for two blocks in Mozambique’s Tete province. It will spend 250 billion rupees to buy assets in countries including the U.S., South Africa, Indonesia, Australia and Colombia, the minister said..

Link: http://www.bloomberg.com/news/2013-03-12/...overseas-mine-assets.html

 

Kohlesektor Asien – Roundup

Der Kohlehunger in den Fernoststaaten kurbelt die Investitionen in der globalen Kohleindustrie weiter an. Bereits dieses Jahr könnte Erdöl von Kohle als wichtigster Fossilbrennstof abgelößt werden..

http://www.rohstoffenews.de/kohlesektor-asien-roundup/

 

 

Indian governmentproduces 557 MT of coal in FY 2013

ET Government today said the country produced over 557 million tonnes of coal in the justconcluded fiscal, a growth of 3.2% over FY 2012..

http://www.coalguru.com/india/...duces_557_mt_of_coal_in_fy_2013/8989

 

 

Informativer Link: http://energy.about.com/od/Coal/a/Bituminous-Coal.htm 

 

Kohle: Schwächere US-Nachfrage, steigender Bedarf in China

The Economist erwartet auch im Kohlesektor eine weitere Verschiebung der Marktverhältnisse von West nach Fernost. Für China und Indien ist das gewiss keine News.. 

Link: http://www.rohstoffenews.de/...-nachfrage-steigender-bedarf-in-china/

 

Pitching for deregulation of coal sector - CII

Pitching for deregulation of the coal sector, the industry body CII said that private firms should be allowed to sell the coal they mine as it would make the sector more competitive..

http://www.coalguru.com/india/...eregulation_of_coal_sector_cii/10122

 

Ebenfalls wichtiger Markt für Banpu, der fast komplett von Coal India kontrolliert wird:

":.After nationalization of the coal mines in 1973, the mining in the sector is being undertaken exclusively by the public sector companies, with Coal India accounting for over 80% of the production.." 

Jedoch steigen die Kohleexporte rapide an..

 

"..The industry body further said that the Indian mining policy should take a cue from the global best practises particularly around de-regulating the coal sector to allow private exploration and commercial mining.."

 

http://www.banpu.com/investor_sec_report.php  

http://www.banpu.com/...p;d1=&m1=&y1=&d2=&m2=&y2=  

die Aktie Banpu dann nur eine Richtung (u. die zwar nach unten), wenn das Alles so positiv klingt?

Gruß Schatzmeister

 

 

ja schon lange her der letzte Tread..
hoffe die Aktie kann sich mal über 0,50 einpendeln und leitet vielleicht schön langsam wieder mal einen Aufwertstrend über 0,60 ein?