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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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Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Planning Commission, India
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- PTC India Limited - India
- The University of Queensland
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- VISA Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- Parliament of New Zealand
- Xindia Steels Limited - India
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Sical Logistics Limited - India
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