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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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- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- SMC Global Power, Philippines
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- The University of Queensland
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Orica Australia Pty. Ltd.
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