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Thursday, 08 October 20
CHINA'S COAL IMPORTS FROM INDONESIA DECLINED 16.4% Y-O-Y, TO 80.2 MLN TONNES IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
 China's coal imports boomed in 2019, surprising many who had expected the government would clamp down strictly on shipments.
Even this year, with the pandemic hitting hard the world economy, and global demand for coal crashing, imports to China remained surprisingly resilient, Banchero Costa research said in its latest report.
The report further noted that, however, the third quarter of 2020 proved to be much more disappointing than the rosy first half of the year.
In the first 9 months of 2020, China imported 197.8 mln tonnes of coal by sea (including both thermal and coking), according to vessel tracking data from Refinitiv. This represents a net decline of -2.5% y-o-y compared to the 202.8 mln tonnes imported in the same period of 2019, but is still significantly higher than the 181.1 mln tonnes imported in Jan-Sep 2018, and the 178.3 mln tonnes in the same period of 2017.
According to the report, things started very well in the first quarter of 2020. In the first 3 months of the year, China imported 69.4 mln tonnes of coal, which was a +14.8% increase on the same period last year. Things were more disappointing in the second quarter of 2020. The country imported 70.4 mln tonnes of coal in the April-June period, essentially flat on the first quarter, and just +1.8% compared to the same period last year. Things went really downhill in the third quarter. In the July- September period, China imported just 58.0 mln tonnes of coal, which was a sharp -20.8% less than in the same quarter last year.
Banchero Costa’s report also noted, China routinely restricts imports of coal to help domestic miners through a wider effort to reduce the fuel dependency of the country. For a nation that consumes and produces half of the world's coal, the strength of China's import curbs may vary based on the competing priorities of the government to protect domestic miners and power plants. In previous years, China’s coal imports tended to taper off in the fourth quarter, as imports reached official or unofficial annual quotas.
For import volumes to halt so sharply so early in the year is therefore worrying, as even sharper cutbacks could now be expected in the final quarter. Despite much press coverage of supposed restrictions on Australian coal, allegedly a consequence of the deteriorating political relations between Australia and China, it is actually Indonesia that has seen the sharpest fall this year.
Banchero Costa also said in its report that, Indonesia had been the main beneficiary in last year’s increase in China’s demand for coal. In the 12 months of 2019, China imported 124.4 mln tonnes of coal from Indonesia, up +15.1% y-o-y. This year, however, imports from Indonesia declined by a sharp -16.4% y-o-y, to 80.2 mln tonnes in the first 9 months of 2020.
Imports from Australia had also increased by +6.6% y-o-y last year, despite the widely reported Customs clearance difficulties and port restrictions, to 89.7 mln tonnes in the 12 months of 2019.
This year, despite all the politics, coal shipments from Australia to China continued to increase, rising by +0.8% y-o-y in the Jan-Sep period of 2020 to 68.7 mln tonnes.
Elsewhere, volumes from Russia have continued to grow as more export capacity has become available, especially on small vessels from Russia’s Far East ports – total seaborne volumes to China increased by +29.5% y-o-y to 25.3 mln tonnes in the first 9 months.
Exports from Ukraine to China also surged, by a massive 78.9% y-o-y to 5.8 mln tonnes in the first three quarters of 2020.
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Thursday, 10 September 20
DRY BULK SHIPPING: CHINA'S DEMAND KEEPING THE DRY BULK MARKET GOING - PETER SAND | BIMCO
Overview
An impressive recovery in Chinese dry bulk imports has protected the industry from the effects of falling demand in the rest of the wo ...
Thursday, 10 September 20
TANKER SHIPPING: FREIGHT RATES BACK AT LOSS-MAKING LEVELS AFTER 12 VERY PROFITABLE MONTHS - BIMCO
Overview
A stunningly strong 12 months for the tanker shipping industry is now being replaced by lower freight rates, as lower oil product ...
Thursday, 10 September 20
INDIA'S COAL IMPORTS STUMBLE IN AUGUST, RAISING RISK OF SLOW RECOVERY - REFINITIV | BANCHERO COSTA
After posting a mild recovery in July, India's coal imports have stumbled in August as the South Asian nation battles to restart it ...
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 ...
Wednesday, 09 September 20
MARKET INSIGHT - INTERMODAL
The uneventful summer lull which is coming to an end soon has left its stigma on the newbuilding market, which has already been devastated by the g ...
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- Parliament of New Zealand
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Georgia Ports Authority, United States
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- GMR Energy Limited - India
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Marubeni Corporation - India
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
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