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Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
 In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents an increase of +7.1% year-on-year, compared to the 360.9 mln tonnes exported in calendar 2018. In terms of trade patterns, things were changing fast. Mainland China is increasingly the dominant destination, accounting for 31.7% of all exports of Indonesian coal in 2019. This is up from a 30.2% share in 2018, said Banchero Costa in its latest weekly report.
Banchero Costa further noted that, In terms of trade patterns, things were changing fast. Mainland China is increasingly the dominant destination, accounting for 31.7% of all exports of Indonesian coal in 2019. This is up from a 30.2% share in 2018. Total volumes to Mainland China increased by +12.5% in 2019 to 122.5 mln tonnes. This is a significant acceleration from the +2.1% growth seen last year.
Banchero Costa also reported that, volumes also increased to India, by +6.0% y-o-y to 90.1 mln tonnes, from 85.0 mln tonnes in 2018. India now accounts for 23.3% of Indonesia’s exports, essentially same as the 23.5% in 2018.
Exports to Malaysia were up +25.2% in 2019 to 19.9 mln tonnes. Malaysia’s share is now 5.2%. Total shipments to ASEAN countries (excluding Indonesian cabotage) now account for about 10.5% of Indonesia’s total coal exports. Shipments to Taiwan have also jumped, by +8.9% year-on-year in 2019 to 17.1 mln tonnes. Taiwan’s share was 4.4%, same as a year ago.
On the other hand, Banchero Costa said, exports to South Korea crashed last year, by -19.0% y-o-y to 23.0 mln tonnes, from 28.4 mln tonnes in 2018. This follows on a -11.8% decline already seen last year. South Korea now accounts for 6.0% of Indonesia’s coal exports, down from 7.9% in 2018.
Volumes to Japan Banchero Costa said, have also contracted in 2019, by -2.3% year on-year to 25.3 mln tonnes. This follows an even deeper contraction of -9.4% recorded the previous year. Japan now accounts for 6.5% of Indonesia’s exports.
What about 2020?
What we have seen so far is definitely not what you would expect, given the state of world affairs….. In the Jan-Feb period of 2020, Indonesia shipped 64.5 mln tonnes of coal, which was up +3.4% y-o-y. Shipments from Indonesia to China, at 21.5 mln tonnes, are a very strong +18.9% year-on-year in the first 2 months of 2020. China was the destination of 32.6% of all Indonesian coal exports in these two months.
However we have to remember that this is an expected rebound after very modest Chinese imports in Q4 of last year, which were low due to annual quotas on imports imposed by the government.
Another factor which contributed to the increase in Chinese purchases from Indonesia last month was the logistical disruptions and manpower issues which affected domestic mining and distribution of domestic coal making coastal power plants more reliant on seaborne imports.
Exports to Japan are also significantly up +30.9% year-on year to 5.38 mln tonnes in the first 2 months of 2020.
Those to ASEAN countries (primarily Malaysia and Thailand) are also up by a very strong +46.5% year-on-year to 8.4 mln tonnes. On the other hand, shipments to India are down by -14.2% year-on year to 14.3 mln tonnes. Volumes to South Korea contracted even more sharply by -20.3% year on-year to 3.3 mln tonnes.
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Saturday, 28 March 20
ASIA'S COAL MARKETS DIVERGE ON QUALITY LINES AS CORONAVIRUS HITS INDIA - REUTERS
Asia’s seaborne coal market is increasingly diverging between higher-quality Australian coal, where prices are holding up despite the economi ...
Friday, 27 March 20
CHINA'S BULKS: THE SENTIMENT GAP BETWEEN STEEL AND COAL WIDENS - WOOD MACKENZIE
China seems to be containing its local coronavirus situation, with imported cases now posing the greater threat. While quarantine measures remain t ...
Friday, 27 March 20
S.KOREA Q1 THERMAL COAL IMPORTS SET FOR 10-YR LOW ON ANTI-POLLUTION MEASURES - REUTERS
South Korea’s first-quarter thermal coal imports are set to fall to a decade-low due to stricter air pollution measures, while the coronaviru ...
Friday, 27 March 20
PORT OF NEWCASTLE OPERATIONS CONTINUE WITH COVID-19 RESPONSE MEASURES IN PLACE
Port of Newcastle, like many organisations, is taking a precautionary approach to help manage COVID-19 risks in the community. Our focus is on ensu ...
Thursday, 26 March 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Bharathi Cement Corporation - India
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- PTC India Limited - India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Minerals Council of Australia
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Australian Coal Association
- Trasteel International SA, Italy
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- London Commodity Brokers - England
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Standard Chartered Bank - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- The University of Queensland
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Central Java Power - Indonesia
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Metalloyd Limited - United Kingdom
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
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