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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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Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
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- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Economic Council, Georgia
- ICICI Bank Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
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- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
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- Sical Logistics Limited - India
- Minerals Council of Australia
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sarangani Energy Corporation, Philippines
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- MS Steel International - UAE
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Romanian Commodities Exchange
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Posco Energy - South Korea
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
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