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Thursday, 10 September 20
THE FIRST 8 MONTHS OF 2020, INDONESIA EXPORTED 217.4 MLN TONNES OF COAL BASED ON REFINITIV - BANCHERO COSTA
 The coal market has been hit by a weaker global economy as a result of COVID-19 pandemic and falling industrial electricity demand due to global shift towards cleaner energy.
Indonesia, the world’s second-largest exporter of coal, is gradually deviating away from its major coal customer due to the effects of COVID-19 and their continually changing import requirements, Banchero Costa Research said in its latest report.
According to Banchero Costa Research, in the first 8 months of 2020, Indonesia exported 217.4 mln tonnes of coal (excluding Lignite), based on Refinitiv vessel tracking data. This represents a net decline of -16.1% y-o-y, compared to the 259.1 mln tonnes exported in the same eight-month period of 2019.
On a monthly basis, January 2020 was down -1.6% y-o-y from January 2019 at 33.0 mln tonnes. In February, exports from Indonesia declined further to 30.9 mln tonnes, -6.6% m-o-m, although that was actually +7.0% y-o-y as February last year was unusually slow.
The research report also further noted, in March, loadings rebounded a bit to 31.6 mln tonnes, up +2.3%, but -10.5% y-o-y. April 2020 recorded a further slump to 24.8 mln tonnes, down -21.5% m-o-m, and -23.5% y-o-y.
The report also said, in May, exports tumbled to 24.0 mln tonnes, a -3.0% decline and -33.9% y-o-y. June 2020 rise up to 25.9 mln tonnes, up +7.6% m-o-m, but -7.9% y-o-y. July 2020 ease off to about 23.5 mln tonnes, -9.1% m-o-m, and -30.7% y-o-y. In August, loadings increase to 23.7 mln tonnes, +0.9% m-o-m, but still -22.4% y-o-y.
Exports to the traditional destination has slowed down but volumes to the Southeast Asia region has been increasing.
Of total exports this year, Mainland China still remains to be the top destination of 33.2% for all Indonesian coal loadings. Shipments to Mainland China have declined to 72.2 mln tonnes, down -14.2% y-o-y from the same period last year.
According to Banchero Costa Research, as China aims to improve the output of coal, imports will most likely be curbed in the months to come. Restrictions on regulating the spread of Covid-19 hit Indian industrial activity and demand for power hard in Q2 2020, which typically accounts for most of India’s imports.
Shipments to India decreased by -25.2% y-o-y to 44.2 mln tonnes. India now accounts for 20.3% of Indonesia’s shipments. Volumes to Malaysia this year declined by -6.6% y-o-y. A further 12.7 mln tonnes, accounting for 5.9% of the total, were shipped to South Korea, a decline of -16.9% y-o-y.
On the other hand, exports to Japan actually increased in Jan-Aug this year, by a strong +10.7% y-o-y to 17.8 mln tonnes. Japan is now the destination for 8.5% of Indonesia’s coal exports.
Loadings to the Philippines also rise by +121.1% y-o-y to 10.2 mln tonnes in the 8 months of 2020. While Vietnam’s growing appetite for thermal coal is unlikely to match that of sizeable markets like China and India, the country is emerging as a key market.
In Jan-Aug 2020, Indonesia shipped 5.0 million tonnes to Vietnam, a boost of +680.3% from only 0.6 mln tonnes in the same period last year. Volumes were just 0.3 mln tonnes in the corresponding period in 2018.
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Wednesday, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- New Zealand Coal & Carbon
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- Latin American Coal - Colombia
- Australian Coal Association
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Maheswari Brothers Coal Limited - India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Renaissance Capital - South Africa
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
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