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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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Thursday, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
Wednesday, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
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- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Mintek Dendrill Indonesia
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Goldman Sachs - Singapore
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Indian Energy Exchange, India
- Planning Commission, India
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Central Java Power - Indonesia
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- India Bulls Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- Ministry of Mines - Canada
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Mercator Lines Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
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