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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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Sunday, 21 August 22
COAL-RICH POLAND FACES WINTER OF ENERGY DISCONTENT - DW
Poland uses 10 million tons of coal a year to heat households — a whopping 87% of all coal consumed in EU homes in 2019, according to the War ...
Saturday, 20 August 22
KOSPO TO IMPORT 240000 MT OF MIN 4400 KCAL/KG NCV STEAM COAL FOR OCTOBER;LOADING FROM RUSSIAN PORTS NOT ALLOWED
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 240,000 MT of min 4,400kcal/kg to max. 4,999 kcal/kg NC ...
Wednesday, 17 August 22
INDIAN COMPANIES SWAPPING DOLLAR FOR ASIAN CURRENCIES TO BUY RUSSIAN COAL - REUTERS
Indian companies are using Asian currencies more often to pay for Russian coal imports, according to customs documents and industry sources, avoidi ...
Wednesday, 17 August 22
LNG: MAJOR INVESTMENT AND EXPANSION PHASE, DOUBLING OF LIQUEFACTION CAPACITY BY 2028 PROJECTED - CLARKSONS
Clarksons Research have released the latest version of their long standing annual review, LNG Trade & Transport, on to Shipping Intelligence Ne ...
Wednesday, 17 August 22
UNAFFORDABLE LNG PRICES UNDERMINE RAPID DEMAND GROWTH FORECASTS IN KEY ASIAN MARKETS - IEEFA
Sustained high prices may accelerate downward pressures on Asian LNG demand, clouding long-term industry outlooks
The global liquefi ...
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- CNBM International Corporation - China
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Australian Coal Association
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Alfred C Toepfer International GmbH - Germany
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Merrill Lynch Commodities Europe
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- GMR Energy Limited - India
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