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Tuesday, 21 April 20
INDONESIA ACCOUNTS FOR 19% OF JAPAN'S TOTAL COAL IMPORTS - BANCHERO COSTA
 Coal trade in Asia is proving remarkably resilient this year, despite the global economic impact from COVID-19.
We have seen China’s coal imports surge by +14.1% year-on-year in the first quarter of this year. We have also seen India’s coal imports similarly surge by +7.1% year-on- year in the same period, said Banchero Costa in its latest weekly report.
Japan is another country which has increased its imports of coal this year, albeit perhaps not by the same magnitude as those other two countries. In the first 3 months of 2020, Japan imported 44.8 mln tonnes of coal, according to vessel tracking data from Refinitiv.
According to Banchero Costa, this represents a net increase of +3.4% y-o-y, compared to the 43.3 mln tonnes imported in the same three-month period of 2019, but down -3.4% from the 46.3 mln tonnes imported in 1Q 2018. On a single-month basis, January showed a +6.0% year-on-year increase to 15.7 mln tonnes, whilst February showed a +4.4% increase year-on-year to 14.3 mln tonnes, and March recorded a -0.2% year- on-year decline to 14.7 mln tonnes.
In April 2020 we could see arrivals as high as 15.2 mln tonnes, based on vessel tracking ETAs. This would be significantly higher than the low 13.1 mln tonnes of April 2019. Actual arrivals in the first 14 days April 2020 reached 6.8 mln tonnes. Of the arrivals in 1Q 2020, at least 18.0 mln tonnes were coking coal, and at least 23.6 mln tonnes were thermal coal, with 3.1 mln tonnes of unknown grade.
Coal imports to Japan are predominantly from Australia, which also this year accounts for 61% of Japan’s total.There have been some interesting shifts in trade patterns however. Shipments from Australia to Japan have been down by -1.5% y-o-y in 1Q 2020, to 27.3 mln tonnes, from 27.7 mln tonnes in the same period last year.
Banchero Costa further noted that, volumes from Indonesia to Japan, on the other hand, increased sharply by +27.0% y-o-y to 8.3 mln tonnes, from 6.5 mln tonnes in 1Q 2019. Indonesia now accounts for 19% of Japan’s total coal imports. Japan also boosted imports from Canada, which went up by +12.3% y-o-y to 3.5 mln tonnes in 1Q 2020.
Imports from Russia also increased by +9% year-on-year to 3.7 mln tonnes, edging above Canada. Imports from the USA continued to decline. Japan imported only 0.9 mln tonnes from the USA in the first quarter of 2020, down -46.3% year-on-year. This is also two-thirds down from the 2.5 mln tonnes recorded two years ago.
We should keep in mind however that all this is a rebound from a relatively poor 2019, and indeed from a negative trend seen already for a number of years, said Banchero Costa.
Banchero Costa further said, looking back at last year, Japan’s total imports reached 169.2 mln tonnes in the 12 months of 2019. This represents a decline of -4.5% y-o-y, compared to the 177.2 mln tonnes imported in the whole of 2018. This in turn was a -1.2% decline from the 179.3 mln tonnes of 2017.
One main trend seen in the past few years was towards diversification of suppliers. During the whole of 2019, imports from Australia to Japan declined by -7.2% y-o-y to 104.3 mln tonnes. Imports from Indonesia declined by -4.6% y-o-y in the whole of 2019 to 25.0 mln tonnes.
On the other hand, shipments from Canada increased by +13.5% y-o-y to 15.6 mln tonnes, and from Russia by +13.2% y-o-y to 14.4 mln tonnes.
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Monday, 03 February 20
KOWEPO INVITING BIDS FOR 2.46 MILLION TONS OF MIN.5700 AND MIN.5600 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,460,000 tons of (Sub) Bitum ...
Sunday, 02 February 20
NOVEL CORONAVIRUS OUTBREAK IN CHINA - STANDARD CLUB
Members will be aware of the recent novel coronavirus outbreak in China, which has now been declared a global emergency by the World Health Organis ...
Sunday, 02 February 20
SUPRAMAX: A 52,000DWT SHIP WAS FIXED BASIS DELIVERY SOUTH KALIMANTAN TRIP TO INDIA, AT $6,000 - BALTIC BRIEFING
Capesize
The week proved conspicuous for all the wrong reasons. This was the week when the Baltic Capesize Index (BCI) turned negative, closing ...
Saturday, 01 February 20
50 MILLION PEOPLE QUARANTINED IN CHINA TO CONTAIN SPREAD OF CORONAVIRUS - HOW DOES IT AFFECT SHIPPING? - BIMCO
The outbreak of the novel coronavirus, declared a global health emergency by the WHO, has caused massive uncertainty across the global markets with ...
Saturday, 01 February 20
THERMAL COAL MARKETS: 5 TRENDS TO WATCH OUT FOR IN 2020 - MINING REVIEW
The seaborne thermal coal market entered the year challenged by low priced LNG in the Atlantic and rapidly increasing supply in the Pacific.
&n ...
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- Sree Jayajothi Cements Limited - India
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Chamber of Mines of South Africa
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
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- Posco Energy - South Korea
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Australian Coal Association
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- London Commodity Brokers - England
- Chettinad Cement Corporation Ltd - India
- Latin American Coal - Colombia
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
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