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Black Gold Industry Discussion
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ahberngh
Elite |
07-Apr-2025 10:55
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Trump intends to implement huge tax cuts in the US. The tariffs are the replacment to make up for the lost revenue from taxes. Trump has already said, he is going to do external taxing. Tariffs is external taxing. He is delusional, I think saner minds will stop him before he destroys America irreversibly. |
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ozone2002
Supreme |
07-Apr-2025 10:42
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Last:0.275  -0.035bulls climb the stairs, bears jump out the window thats the pace of price changes in different scenarios will a recession cause less economic activity and hence less coal consumption? US is deliberately creating a bear market to get interest rates lower to spur economic activity again takes time for Trumps overall plans to materialise |
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Trainner
Master |
07-Apr-2025 09:47
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The medium/ long term business does not de-rail, may be a good time to buy more....
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lailai
Elite |
07-Apr-2025 09:44
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this is the best time for the konsi or others to make a lo ball offer, say at 35c. that will stop the shorrties from manip selling left to right hand.
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WBdisciple
Elite |
07-Apr-2025 09:44
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Coal miners and traders could be rare winners from Trump' s tariff turmoil
Coal traders could become rare winners among businesses reeling from U.S. President Donald Trump' s drastic new tariff regime that adds at least 10% to the cost of nearly all goods imported into the United States.
That is because energy providers across Asia - which has been hit with some of the highest new U.S. tariffs - will be under pressure to cut power costs for their consumers, which include many of the world' s largest goods producers.
By helping to lower operating costs for factories, Asia' s utilities may allow manufacturers to sustain some sales to the world' s largest importer, even with the new tariffs in place.
But in order to produce the cheapest power possible, Asian power producers will need to step up the use of coal and likely cut back on the use of pricier fuels in their generation mix.
That would be good news for coal traders and miners in the region, but likely bad news for regional emissions levels, which will only climb further as more coal gets burned for power.
So, instead many companies may try to absorb at least some of the tariff impact themselves, and look for ways to reduce costs in order to maintain a profitable operating margin.
This widespread search for cost reductions will likely be aided by local governments, who will be eager to preserve jobs in the manufacturing sector despite the new hostile trade arena.
Pollution reduction efforts have seen natural gas displace some coal output in certain countries, and accounted for around 10% of regional electricity supplies last year.
Going forward, however, coal will likely undergo a resurgence as utilities prioritise cost over all else in an effort to help manufacturers weather the tariff storm.
For coal traders, this will likely mean supplying higher volumes more regularly to major coal-burning hubs across the region.
And the region' s largest manufacturers are already among the fastest-growing coal consumers in the world, according to data from global trade intelligence firm Kpler.
Indeed, in 2024 nearly all major manufacturing hubs in Asia recorded steep increases in coal imports from the year before, including China (10%), Vietnam (28%), Cambodia (26%), the Philippines (5%) and Malaysia (3%).
In addition, the import totals into those countries were all record highs in 2024, even as shipments to countries outside of Asia continue to decline.
This combination of growing demand among a narrowing group of consuming nations is good news for coal traders, who can optimize shipments to a relatively small number of destinations.
In 2025, thanks to the cost-cutting drive triggered by Trump' s new tariffs, the coal volumes shipped to Asia' s main markets will likely only climb higher still.
That means that even as Asia' s production lines struggle to maintain margins with the new tariffs in place, coal traders can expect growth in both volumes and margins as the region' s power system attempts to drive power costs as low as possible.
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tccroy
Elite |
07-Apr-2025 09:20
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I loaded some at 27.5. Too cheap to ignore. | ||||
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tccroy
Elite |
07-Apr-2025 08:24
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Should start to load at cheaper price now instead of waiting for the price to shoot up. It will be too late for you to buy it cheap when the rocket is launched.
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Trainner
Master |
07-Apr-2025 00:25
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The stock price will run ahead of the business. If the infrastructure is scheduled to be completed by mid 2026, Geo should start to trend up soon.
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thinkpad
Member |
05-Apr-2025 08:24
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https://www.reuters.com/business/energy/coal-traders-could-be-rare-winners-trumps-tariff-turmoil-maguire-2025-04-04/ | ||||
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tccroy
Elite |
05-Apr-2025 01:51
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Down Jones drops another 4% tonight
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piscesmonkey
Supreme |
04-Apr-2025 18:43
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China to impose 34% retaliatory tariff on all goods imported from the U.S.. jialat
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Trainner
Master |
04-Apr-2025 15:52
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Bro, more and more buyers at 31cts.....
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easywin
Supreme |
04-Apr-2025 15:08
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Today got offer grab fast | ||||
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Trainner
Master |
04-Apr-2025 14:42
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tccroy
Elite |
04-Apr-2025 14:36
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Bro, I plan to buy from shortists otherwise I would have buy at 31 cents.
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Trainner
Master |
04-Apr-2025 14:15
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Don' t wait leow...... buy at current price to help us push up the market....  ......
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beachlover1270
Member |
04-Apr-2025 13:17
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Tccroy. May I ask what is M42 ? Thank you. | ||||
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tccroy
Elite |
04-Apr-2025 12:22
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Yes, I'm queueing at 30 cents. With M42 gone up, Geo will stage a strong rebound
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ahberngh
Elite |
04-Apr-2025 11:42
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At times like this, shortists are merciless. Most recent gains have evaporated, today' s low 30.5c, could it go down below 30c again. |
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ozone2002
Supreme |
04-Apr-2025 10:52
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Bullish coal https://oilprice.com/Latest-Energy-News/World-News/Global-Coal-Power-Fleet-Continues-to-Grow.amp.html |
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