【普氏】季风季节将临，印度动力煤询价开始减少

印度季风季节一般发生在5月至9月，印度电厂已提完完成季风及备货，印度市场对进口煤询价的正在减少。同时，因季风季节影响建筑活动也会减缓，从而影响水泥产量下降，因此水泥公司需要也疲软。...



【博海概述】

1、印度季风季节一般发生在5月至9月，印度电厂已提完完成季风及备货，印度市场对进口煤询价的正在减少。同时，因季风季节影响建筑活动也会减缓，从而影响水泥产量下降，因此水泥公司需要也疲软。

2、尽管印尼煤有来自中国的询价，但是询价量下降。

3、日本和澳大利亚矿商年度长协谈判未果，中卡煤价格依然会得到支撑。

Indian thermal inquiries begin to fade ahead of monsoon

季风季节将临，印度动力煤询价开始减少

【普氏·国际煤炭贸易商 3月21日报道 翻译：liangHy】

Singapore, New Delhi—Inquiries for imported thermal coal were decreasing in the Indian market as end-users were well-stocked for the upcoming monsoon season, sources said Monday.

周一（4月11日）消息称，印度终端用户考虑到季风季节将至，已提前拉高了库存，印度市场对进口煤询价的正在减少。

There were not too many inquiries, a west India-based trader source said, as most power producers had already secured their supplies for the upcoming monsoons, which typically runs from May to September.

一位西印度贸易商说，现在没有太多询价，因为大部分电力生产商已经在即将到来的季风季节前做好了确保供应的措施，季风季节一般发生在5月至9月。

Demand from cement companies was also weak as cement production traditionally falls during the monsoons due to a slowdown in construction activity, he added.

水泥公司需要也疲软，因为季风季节建筑活动减缓，也会导致水泥产量下降，他说。

There were some buyers for Indonesian 4,200 kcal/kg GAR coal, which was being sold at around $30-$31/mt CFR depending on the mine and discharge port, he said, adding that 5,000 kcal/kg GAR coal from the same origin with sulfur below 1% was sold at around $38/mt FOB.

目前有些买家买高位发热量4200大卡印尼煤，销售价格为CFR 30-31美元/吨，价格会因为矿和卸货港不同而有所差异，他说，来自同一个煤源，高位发热量5000大卡硫份低于1%的煤炭，FOB价大概为38美元/吨。

Since South African coal prices had started to weaken, buyers expected Indonesian coal prices to follow suit, a north India-based trader said. He offered 4,200 kcal/kg GAR Indonesian coal at around $27/mt FOB but he had yet to receive any counter bids.

由于南非煤价格开始走弱，买家希望印尼煤价格也能跟跌。一位北印度贸易商说。他对高位发热量4200大卡印尼煤发盘价FOB27美元/吨，但是目前没收到任何还盘。

A major Indonesian producer said the Indian market was relatively slow for low rank coal and he had not seen many inquiries although there was some tightness in availability. He added that he had sold all his cargoes for April in March and was currently offering May- or June-loading Panamax shipments of 4,200 kcal/kg GAR coal at $27-$27.50/mt FOB.

一个印尼大矿商说，印度市场对低卡煤需求特别少，尽管现货资源紧张，他却没有看到太多询价。他补充说，他早在3月份就售罄了4月份的货物，现在发盘的是装载期为6月或者7月份货物，巴拿马船高位发热量4200大卡煤FOB27-27.5美元/吨。

Russian coal

俄罗斯煤

Another west India-based source said that Indian buyer expectations were low. He was offering Russian 5,100 kcal/kg GAR coal with 0.1-0.2% sulfur at $47/mt CFR east coast India on geared Supramax vessel basis.

另一个西印度消息称，印度买家预期的价格很低。他正在对高位发热量5100大卡，硫份0.1%-0.2%的俄罗斯煤发盘，发盘价为带吊巴拿马船东印度沿海CFR 47美元/吨。

“Russian coal’s acceptance is low among Indian buyers because of the long voyage of around 19 days and Indian buyers do not want to pay a premium for low sulfur,” he said.

印尼买家对俄罗斯煤的接受度很低，因为海运行程大概19天，而且印度买家不想因为低硫而多付款。他说。

Indian buyers compared Russian coal with Indonesian 5,000 kcal/ kg GAR, which they could procure at $42/mt CFR, he said.

印度买家将俄罗斯煤与印尼煤对比，高位发热量5000大卡煤炭，他们会以CFR42美元/吨的价格成交。

There was still interest for Colombian coal from Indian power producers who found it cheaper than South African material, sources said.

现在依然有印度电厂对哥伦比亚煤的感兴趣，因为他们发现哥伦比亚煤比南非煤便宜。

The first west India-based trader said most of the large power producers would start looking for Colombian coal in a month or so.

一个西印度的贸易商说，大部分规模较大的电厂一个月以后会寻找格伦比亚煤。

Colombian 6,000 kcal/kg NAR coal was priced around below $50/mt CFR on Capesize vessel basis, while South African material was hovering around $51/mt FOB, he said.

格伦比亚低位发热量6000大卡海岬型船煤价格大概是低于CFR50美元/吨。而南非煤FOB价格都高于51美元/吨。

Sources also said that demand for South African 5,500 kcal/kg NAR and 4,800 kcal/kg NAR coal was seen along the east coast although volumes were not significant.

消息还称，在（印度）东海岸依然看到对南非低位发热量5500大卡和4800大卡煤炭的需求，尽管需求量不大。

The south India-based trader said 5,500 kcal/kg NAR South African coal was offered at around $51-$52/mt CFR west coast.

一位南印度贸易商说，低位发热量5500大卡南非煤发盘价CFR51-52美元/吨。

Platts 30-60 day price of 5,500 kcal/kg NAR coal was assessed at $49.70/mt CFR India West, unchanged from Friday, and $49.85/mt CFR India East Monday, down 10 cents. The 30-60 day price of 6,000 kcal/kg NAR coal was assessed at $52.90/mt CFR India West, and $53.10/mt CFR India East, both stable from Friday.

普氏发布的30-60天价格，低位发热量5500大卡煤炭西印度CFR49.7美元/吨，跟周五比持平；东印度CFR49.85美元/吨，下降10美分；普氏发布的30-60天价格，低位发热量6000大卡煤炭西印度CFR52.90美元/吨，跟周五比持平；东印度CFR53.10美元/吨。

China Quiet

中国（市场）平静

The major Indonesia-based producer said, although there were inquiries from China, the volume had slowed.

一位印尼大矿矿商说，尽管有来自中国的询价，但是量下降了。

A Singapore-based source received an inquiry for a May-loading Supramax shipment of 4,200 kcal/kg GAR coal from China at $26.20/mt FOB, while offers were at $26.50/mt FOB.

新加坡消息称收到了来自中国对高位发热量4200大卡（低位发热量3800大卡），装载期为5月份煤炭的询盘，询盘价为26.2美元/吨，而（市场）还盘价为26.5美元/吨。

Mid-CV coal remained lackluster, he said. “Sub-bituminous coal is out of the market from both India and China.”

中卡煤（需求）依然疲软，他说，“劣质烟煤在中国和印度都没有市场“。

However, as Japanese utilities and Australian producers were yet to conclude their annual contract negotiations, there was still some support to prices, the Singapore-based source added.

然而，由于日本和澳大利亚矿商年度长协谈判未果，中卡煤价格依然会得到支撑，一位新加坡消息人士称。

He pegged the fair market value of a Panamax shipment of 5,000 kcal/kg GAR coal at $38-$38.25/mt FOB.

他认为高位发热量5000大卡的巴拿马船煤公平市场价为FOB38-38.25美元/吨。

Platts assessed the daily 90-day price of FOB Kalimantan 5,000 kcal/kg GAR coal at $37.50/mt, down 10 cents, and FOB Kalimantan 5,900 kcal/kg GAR coal at $44.50/mt, unchanged from Friday.

普氏发布的90天价格，高位发热量5000大卡煤炭FOB加里曼丹37.5美元/吨，（跟周五相比）下降10美分；高位发热量5900大卡煤炭FOB加里曼丹44.50美元/吨，跟周五相比持平。

The price of FOB Kalimantan 4,200 kcal/kg GAR coal was assessed at $26.30/mt, up 10 cents from Friday, and FOB Kalimantan 3,800 kcal/kg GAR coal at $20.60/mt, stable

高位发热量4200大卡煤炭FOB加里曼丹26.30美元/吨，跟周五相比上涨10美分；高位发热量3800大卡煤炭FOB加里曼丹20.60美元/吨，跟周五相比持平。

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