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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, 16 June 21
MARKET INSIGHT - INTERMODAL
“While approaching the second half of the year and summer season is just around the corner, COVID vaccination programs are steadily moving fo ...
Monday, 14 June 21
'WISHFUL THINKING': WHY CHINA NEEDS AUSTRALIAN IRON ORE FOR 'MANY YEARS' TO COME - YAHOO FINANCE AU
A “wintry period”.
That’s what’s expected to happen to Australia’s economy “when” China st ...
Sunday, 13 June 21
COAL AND LNG’S SURGE IN ASIA PLAYS INTO RENEWABLE ENERGY HANDS - REUTERS
Liquefied natural gas (LNG) and thermal coal prices in Asia have been roaring ahead in recent months amid strong demand, but while welcome news for ...
Friday, 11 June 21
5 REASONS GLOBAL SHIPPING COSTS WILL CONTINUE TO RISE - ING
No short-term relief
Shipping costs have been growing strongly since the autumn of 2020, but the first months of this year have seen a new surg ...
Friday, 11 June 21
ASIA COAL PRICES SURGE, BUT CHINA-AUSTRALIA DISPUTE MEANS RALLY IS UNEVEN - REUTERS
Thermal coal prices across Asia have surged to multi-year highs amid strong demand and some supply constraints, but some types of the fuel have don ...
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- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Ministry of Finance - Indonesia
- Planning Commission, India
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Minerals Council of Australia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
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