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Friday, 29 January 21
COAL EXPORTS FROM AUSTRALIA TO MAINLAND CHINA DECLINED BY -22.2% Y-O-Y IN 2020 - BANCHERO COSTA
 In the 12 months of 2020, global seaborne coal trade declined by as much as -12.7% year-on-year, according to vessel tracking data from Refinitiv, as lockdowns shut down much of the global economy. Nevertheless, the Pacific basin (and in particular China and Vietnam) remained one of the few brighter spots on the global map, and this helped to shore up demand for Australian coal, Banchero Costa reported in its altest weekly report.
According to Banchero Costa, in fact, coal exports from ”Down Under” declined by less than from most other major exporter. In the 12 months of 2020, Australia exported 358.1 mln tonnes of coal. This represents a net decline of -7.7% y-o-y, compared to the 388.0 mln tonnes exported in 2019. Australia is still very much the top exporter of coal worldwide.
Banchero Costa also noted that, in 2020 Australia extended its lead over Indonesia which exported just 314.4 mln tonnes of coal, down -18.6% year-on-year. By comparison, coal exports from the USA shrunk by -21.0% y-o-y in 2020 to 67.3 mln tonnes. Shipments from Colombia by -31.8% y-o-y to 50.5 mln. Volumes from Canada were down -18.5% y-o-y to 47.5 mln.
Banchero Costa said, the only coal exporters which did relatively well in 2020 were Russia, which saw a minimal -3.2% y-o-y decline to 167.3 mln tonnes, and South Africa which exported 70.0 mln tonnes, a +3.8% bounce back from a very problematic 2019. The main coal export terminals in Australia are Newcastle (156.1 mln tonnes loaded in 2020), Hay Point (93.5 mln), Gladstone (67.8 mln), Abbot Point (28.8 mln), and Port Kembla (6.7 mln). Coal shipments from Australia have been fairly steady this year, without too much seasonality being seen.
According to Banchero Costa, in the first 3 months of 2020, Australia exported 90.3 mln tonnes of coal, which was down just -1.7% y-o-y. However this percentage reflects a fairly weak Q1 in 2019. The second quarter of 2020 saw shipments of 91.3 mln tonnes from Australia, down -9.2% y-o-y. In the third quarter, imports inched downwards to 87.1 mln tonnes, which was down -10.9% y-o-y from the same quarter in 2019.
The worst month of the year was July 2020 with just 26.8 mln tonnes, down -24.5% year-on-year. The fourth quarter of 2020 saw an improvement to 89.4 mln tonnes, which was down -8.6% y-o-y.
In a hopeful sign, and despite all the newspaper headlines about Chinese bans, December 2020 proved to be the best month of the year.
In December 2020, Banchero Costa said, Australian ports shipped 33.9 mln tonnes of coal, which was up +30.3% m-o-m compared to November 2020, and
down only -6.3% y-o-y compared to December 2019. Nevertheless, there have been quite remarkable reshuffles in terms of trade patterns this year.
Coal exports from Australia to Mainland China declined by -22.2% y-o-y in 2020, to just 70.1 mln tonnes. China was the destination for 19.6% of Australia’s coal.
Here things were extremely volatile. In 1Q 2020, shipments from Australia to China increased by +23.7% y-o-y to 20.9 mln tonnes. Volumes in 2Q 2020 reached 29.4 mln tonnes, up +14.0% y-o-y. However, in 3Q 2020 they shrunk to 15.6 mln tonnes, down -37.3% y-o-y. In 4Q 2020, it was just 4.1 mln tonnes, down -81.6% y-o-y.
Pretty much the opposite happened to India. In 1Q 2020, Australia exported 10.1 mln tonnes of coal to India, down -2.0% y-o-y. In 2Q 2020 it was just 6.1 mln tonnes, down -52.4% y-o-y. However in 3Q 2020, shipments were up +37.4% y-o-y to 13.4 mln tonnes, and in 4Q 2020 they were +40.9% y-o-y to 17.4 mln tonnes.
Overall, exports to India increased by +3.8% y-o-y in 2020 to 47.0 mln tonnes.
Source: Banchero Costa
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Wednesday, 28 July 21
IN THE PHILIPPINES, COAL’S DEMISE MAKES WAY FOR A RENEWABLE ENERGY BOOM - IEEFA
Imported gas lock-in could undermine the economic benefits of a clean energy transition
The Philippines’ energy sector is on t ...
Wednesday, 28 July 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during this first half of the year, we continue to come across surprises and new restrictions which are trembling ...
Saturday, 24 July 21
UNDERSTANDING INDIA'S LATEST PEAK POWER DEMAND RECORD - IEEFA
Ramping up solar will be crucial as peak power demand hits during the day
At around noon on 7 July 2021, India’s instantaneous ...
Wednesday, 21 July 21
MARKET INSIGHT - INTERMODAL
Dry Buk Sales and Purchase activity has heated up during 2021, reaching record high levels during the first half of the year. The increased interes ...
Monday, 19 July 21
CHINA'S COAL OUTPUT UP 6.4 PCT IN H1 - XINHUA
China’s raw coal output climbed 6.4 percent year on year to 1.95 billion tonnes in the first six months of the year, official data showed.
...
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- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Australian Coal Association
- Dalmia Cement Bharat India
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Medco Energi Mining Internasional
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Vizag Seaport Private Limited - India
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- India Bulls Power Limited - India
- Marubeni Corporation - India
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Bulk Trading Sa - Switzerland
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