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Tuesday, 22 December 20
AFRICA PERSPECTIVE INDICATES NO MAJOR SHIFTS FOR COAL CONSUMPTION - IEA
 Overall countries on the African continent consumed 197 Mt of coal in 2019, 12 Mt less (-6%) than 2018.
South Africa, the continent’s primary coal consumer, accounted for most of this decline. While coal consumption for power generation in South Africa decreased 2.7%, non-power thermal coal consumption dropped by 11%. Sasol Limited used 2.5 Mt less coal to produce synfuel and a variety of chemicals. The distressed state of the construction sector and reduced spending on infrastructure also resulted in lower coal consumption by cement and brick producers in South Africa.
The decline in South Africa’s coal consumption is expected to continue throughout 2020 as a result of the Covid-19 pandemic and load-shedding due to poor coal plant performance. Demand will not recover by 2025 and is expected to remain below 200 Mt, in spite of the second unit (800 MW) of the 4 800 MW Kusile power plant having started commercial operations in October 2020 (other units will come online later). South Africa’s GDP is expected to contract severely (by 8%) in 2020 and to recover only mildly (by around 3%) in 2021. Consequently, South Africa’s power generation (especially coal-fired) and non-power coal consumption are expected to remain subdued through 2021.
In addition, Eskom, South Africa’s largest utility, remains in a difficult financial and operational situation while South Africa has recently suffered frequent power cuts, as its two massive coal-fired power plants – Medupi power station at Limpopo (4.8 GW) and the Kusile power plant at Mpumalanga (4.8 GW) – are still having technical complications.
After a surge of around 35% in 2019 with introduction of the new 1.4 GW Safi power station, Morocco’s coal consumption is expected to remain at 9 Mt per year in 2020 and 2021. In 2020, Morocco’s National Office for Electricity and Drinking Water extended its power purchase agreement for the 2 GW Jorf Lasfar power plant, which provides 40% of Morocco’s electricity generation. No other projects are currently under development, as Nador coal power project has not reported further progress.
In Egypt, the Ministry of Electricity and Renewables cancelled plans for construction of the Hamrawein plant, thereby prospects for increased imports have vanished. Cement kilns and steel production will get back to 2019 consumption levels once recovered from the big drop in 2020.
Some other coal-fired generation projects, such as the 300 MW KP1 plant in Botswana and the 300 MW Mbeya plant in Tanzania are proceeding after minor reorganisations and licence updates. In Zimbabwe, 8 GW of coal power generation capacity in different projects have been announced, but there is no clarity about how they can progress.
Source: COAL 2020, IEA
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Wednesday, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
Wednesday, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
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- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Aditya Birla Group - India
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- PTC India Limited - India
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
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