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Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes just continue to rise. In the 12 months of calendar 2019, India imported 206 mln tonnes of coal, including both thermal coal and coking coal, but excluding petcoke, based on Refinitiv vessel tracking data, Banchero Costa said in its latest weekly report.
According to Banchero Costa. this represented an increase of +5.1% y-o-y from the 195.9 mln tonnes imported in 2018, and was +11.0% more than the 185.6 mln tonnes imported in 2017. What is surprising, is that imports are rising despite India’s sharpest economic slowdown since the global financial crisis. Logistical challenges, heavy rains and frequent strikes and protests have hit output at state-run Coal India, which accounts for more than four-fifths of India’s coal production.
Banchero Costa further noted in its report that, utilities in particular increased coal imports in 2019 despite electricity demand growing at the slowest pace in six years as the broader economic slowdown stifled industrial output. The biggest increase reportedly came from Adani’s “Ultra mega” power plant in Mundra, Gujarat state, with its shipments rising 75% to 17.35 mln tonnes. There has also been some reshuffling in trade patterns, as some suppliers have benefitted more than others. Indonesia remains at the top spot in 2019 as the largest supplier of coal to India with 91.3 mln tonnes, +10.5 percent y-o-y and now accounting for 44 percent of India’s total seaborne coal imports.
Australia, however, shipped only 44.5 mln tonnes of coal to India in 2019, down by -4.3% y-o-y. Nevertheless, Australia remains in second place, accounting for 22% of India’s total seaborne coal Imports said Banchero Costa.
According to Banchero Costa , South Africa shipped 37.4 mln tonnes of coal to India in 2019, up +1.6% y-o-y. South Africa is in third place, accounting for 18% of India’s total imports. Volumes from the USA have significantly declined this year.
India imported 12.2 mln tonnes of coal from the USA in 2019, down by -22.4% y-o-y. The USA still account for 6% of India’s imports. Imports from Russia surged by +33.1% y-o-y to 6.8 mln tonnes. Shipments from Canada also increased, by +8.6% y-o-y, to 6.1 mln tonnes.
Banchero Costa also reported port wise break up for coal imports. The main import terminals on India’s North-West Coast are: Mundra in Gujarat (29.7 mln tonnes in 2019), Kandla in Gujarat (14.2 mln tonnes in 2019), Hazira in Gujarat (11.3), Navlakhi in Gujarat (5.9), Dahej in Gujarat (4.2), Jaigad in Maharashtra (6.4), and Mumbai in Maharashtra (3.9).
On the South–West coast we have: Marmugao in Goa (8.1 mln tonnes in 2019), and New Mangalore in Karnataka (4.3). On the North-East coast: Haldia in West Bengal (5.9 mln tonnes in 2019), Paradip in Orissa (16.6), and Dhamra in Orissa (13.8). On the South-East coast: Krishnapatnam in Andhra (19.1 mln tonnes in 2019), Gangavaram in Andhra (18.9), Visakhapatnam in Andhra (16.0), Kakinada in Andhra (3.3), Ennore in Tamil Nadu (8.8), Tuticorin in Tamil Nadu (6.2), and Karaikal in Puducherry (3.4).
Banchero Costa also further noted that, out of the total 206 mln tonnes of coal shipped to India last year, only roughly 68 mln tonnes (33 percent) were shipped on Capesize vessels, about 81 mln tonnes (39 percent) on Panamaxes or Post-Panamaxes, about 55 mln tonnes on Supramaxes (27 percent), with only sporadic cargoes on Handies.
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Wednesday, 12 February 20
COAL INDIA WILL EXCEED LAST YEAR'S PRODUCTION FIGURES: OFFICIAL - PTI
Despite coal production being hampered at Dipka mines due to prolonged rains, Coal India Ltd will exceed last year’s production figures, a to ...
Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the ph ...
Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may wel ...
Wednesday, 12 February 20
THE SHIPPING INDUSTRY SEES FREIGHT MARKETS IN A COMPLETE STATE OF COLLAPSE AS DEMAND GETS PARALYZED DUE TO CORONAVIRUS OUTBREAK - ALLIED
With China and the world still trying to contain the effects and come to terms with the Wuhan novel coronavirus outbreak, the shipping industry see ...
Wednesday, 12 February 20
WORLD STEEL PRODUCTION IN 2019 - BANCHERO COSTA
In a worrying development, global steel production slowed down considerably in the fourth quarter of 2019. In the final 3 months of 2019, total cru ...
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- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Electricity Authority, New Zealand
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Planning Commission, India
- The University of Queensland
- Grasim Industreis Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- VISA Power Limited - India
- Salva Resources Pvt Ltd - India
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