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Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
 Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export volumes from this South American country have steadily declined in recent years, as it is being penalized by declining coal demand in the Atlantic basin, and its distance from the more resilient Asian markets, says Banchero Costa Research in its latest report.
According to Banchero Costa Research, total seaborne coal exports from Colombia in the 12 months of 2019 reached 74.0 mln tonnes, -5.0% y- o-y, according to Refinitiv vessel tracking data.
The majority of coal cargos from Colombia in 2019 were Capesize- sized, with 59.7% of total volumes being in stems of over 130,000 tonnes. The vast majority of Colombian coal exports are loaded on the northern (Caribbean) coast of the country.
Banchero Costa Research further noted that, the three main ports there are Puerto Drummond, which accounted for 28.6 mln tonnes in 2019, and Puerto Bolivar with 24.3 mln tonnes in 2019. Other ports nearby are Puerto Nuevo, from where 16.9 mln tonnes of coal were loaded in 2019, and Santa Maria with 2.7 mln tonnes. The only major port on the western (Pacific Ocean) coast of Colombia is Buenaventura, from where 1.4 mln tonnes of coal were loaded in 2019.
The Aguadulce terminal at Buenaventura port has been building up operations since its launch in March 2017, with facilities to load Panamax, Handymax and Supramax vessels.
Japan is currently the main destination for shipments from Buenaventura, with South Korea, India and Chile also receiving some coal from the port.
In the first 5 months of 2020, Banchero Costa Research said, Colombia exported at least 25.9 mln tonnes of coal by sea. This represents a net decline of -12.0% y-o-y, compared to the 29.5 mln tonnes exported in the same five-month period of 2019.
On a single-month basis, January 2020 was very fairly for that time of the year, +5.2% y-o-y from January 2019 at 5.2 mln tonnes. In February, volumes from Colombia increased further to 6.3 mln tonnes, +21.9% m-o-m, and +19.8% year-on-year. It went rather downhill from there. In March 2020, coal loadings from Colombian ports declined sharply to just 5.6 mln tonnes, down -11.4% m-o-m and -20.4% y-o-y.
Banchero Costa Research further said, April 2020 saw a further decline to just 4.7 mln tonnes, -15.1% m-o-m and -10.8% y-o-y. In May 2020 numbers were terrible, with 4.2 mln tonnes, down -10.7% m-o-m, and -40.2% y-o-y. Volumes to Europe have really collapsed in recent years.
Of total exports this year from Colombia, only 6.3% or 1.6 mln tonnes were destined for Europe. This compares with 32.2% and 11.6 mln tonnes in 2017.
Volumes to Europe this year declined by -70.7% y-o-y. And this follows a -32.8% decline last year, and a -29.1% decline two years ago. With this trend, we should probably expect this trend to ground to zero by 2022. On the other hand, shipments to India have increased to 2.7 mln tonnes, up from just 0.2 mln tonnes in the same period last year. India is now the destinations of 10.3% of Colombia’s exports.
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Friday, 10 July 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 10 July 20
GLOBAL SHIPPING EARNINGS FORECAST CUT AS SUPPLY SET TO OUTSTRIP DEMAND - MOODY'S
EBITDA forecast worsens, keeping outlook negative. We now expect the aggregate EBITDA of rated shipping companies to fall by around 16%-18% in 2020 ...
Friday, 10 July 20
SLOW RECOVERY IN TANKER RATES TO WEIGH ON BUANA LINTAS LAUTAN - FITCH RATINGS
Fitch Ratings believes that international tanker rates are likely improve after their sharp fall since May 2020, albeit at a slow pace. The weaknes ...
Wednesday, 08 July 20
MARKET INSIGHT - INTERMODAL
During the previous month, the dry bulk market witnessed an impressive increase in the BDI index that has reached 1800 points from 500 with a clear ...
Tuesday, 07 July 20
COAL INDIA WORKERS STRIKE CUTS OUTPUT BY 56%: OFFICIAL - REUTERS
A strike at Coal India Ltd cut production by 56% in the three days ending July 4 as workers oppose opening up coal mining to the private sector, a ...
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- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- The University of Queensland
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Planning Commission, India
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- MS Steel International - UAE
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
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