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Monday, 20 January 20
CHINA IMPORTED 124.4 MLN TONNES OF COAL FROM INDONESIA IN 2019, UP 15.1 PERCENT YOY - BANCHERO COSTA
 China's coal imports raced ahead in 2019, surprising many who had expected that in the months of 2019 to come the government would clamp down strictly on shipments said Banchero Costa Research in its latest report.
According to the report, with economic growth at its weakest in decades in the midst of a trade war with the US, import curbs have been loosened on the nation's most consumed fuel to help mitigate the pain of an economic slowdown. China routinely restricts imports of coal to help domestic miners through a wider effort to reduce the fuel dependency of the country. For a nation that consumes and produces half of the world's coal, the strength of China's import curbs may vary based on the competing priorities of the government to protect domestic miners and power plants. While China’s policy priorities will be to reduce air pollution and CO2 emissions, coal is expected to continue to play a key role in maintaining economic growth and ensuring energy security. In the first 12 months of 2019, total coal (consisting of thermal and metallurgical) imports to China increased by an unexpectedly strong 14.3 percent to 263.5 mln tonnes, according to the Refinitiv vessel-tracking data.
Banchero Costa Research further noted that, Indonesia has been the main beneficiary in 2019 increase in demand for coal. In the 12 months of 2019, China imported 124.4 mln tonnes of coal from the South-East Asian nation, up 15.1 percent from the 108.1 mln tonnes in the same period last year. Imports from Australia have also increased, despite the widely reported Customs clearance difficulties and port restrictions at the start of the year. Australia exported 89.7 mln tonnes of coal to China in 2019, up 6.6 percent year-on-year.
Politics, however, Banchero Costa said, most likely played a role in restricting shipments from the USA. US coal shipments to China were down in the 12 months of 2019 at 3.2 mln tonnes, down from 3.6 mln tonnes in the same period last year. Elsewhere, volumes from Russia have continued to grow as more export capacity has become available, especially on small vessels from Russia’s Far East ports – total seaborne volumes to China increased by 30.9 percent year-on year to 24.6 mln tonnes. Exports from Ukraine to China also surged, by a massive 133 percent, to 4.5 mln tonnes in the year of 2019. Imports from Canada gain by 6.1 percent year-on-year to 6.4 mln tonnes, from 6.1 mln tonnes in the same period last year.
Finally, Banchero Costa Research teams said, coal volumes from Mozambique to China continue to grow, by 33.2 percent in 2019 to 4.7 mln tonnes, whilst shipments from South Africa decreased by 19.2 percent to just 1.0 mln tonnes.
An increasing shift towards Indonesian and Russian supply, and away from Australia, naturally favours the use of smaller vessels for transportation. In the 12 months of 2019, only 47.7 mln tonnes of China’s total 263.5 mln tonnes of seaborne coal imports were carried on Capesize (120+ dwt) vessels, whilst 78.75 mln tonnes were carried on Panamaxes (65-85k dwt), 109.97 mln tonnes on Supramaxes (40-65k dwt), and 18.43 mln tonnes on Handies (20- 40k dwt).
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Wednesday, 15 January 20
ASIA PACIFIC GAS AND LNG - 6 THEMES TO WATCH IN 2020 - WOOD MACKENZIE
NEWS RELEASE
Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020
Asian LNG spot pr ...
Wednesday, 15 January 20
PREDICTIONS FOR 2020: 'SLOWBALISATION" IS THE NEW GLOBALISATION - PWC
Projecting what the future holds is an important exercise for businesses looking to plan ahead. Below we present a summary of some of the themes we ...
Wednesday, 15 January 20
SHIPPING MARKET INSIGHT - INERMODAL
Happy New Year and all the best for IMO 2020 !!
The early days of IMO 2020 coming into force have certainly had an impact on the indus ...
Tuesday, 14 January 20
SOLAS AMENDMENTS ENTERING INTO FORCE 1 JANUARY 2020 - STANDARD CLUB
While the latest amendments to MARPOL annex VI which entered into force on 1 January 2020 limiting the SOx emissions from ships has been the centre ...
Tuesday, 14 January 20
MABUX: BUNKER MARKET THIS MORNING, JAN.14
MABUX World Bunker Index (consists of a range of prices for 380 HSFO, 180 HSFO and MGO (Gasoil) in the main world hubs) changed insignificant and i ...
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- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Australian Coal Association
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Posco Energy - South Korea
- London Commodity Brokers - England
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Aditya Birla Group - India
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Videocon Industries ltd - India
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Bukit Baiduri Energy - Indonesia
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
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