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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, 12 May 21
U.S. COAL PRODUCTION TO INCREASE BY 43 MMST IN 2021 TOTAL 582 MILLION SHORT TONS - EIA
U.S. energy Information Administration expects U.S. coal production to total 582 million short tons (MMst) in 2021, 43 MMst (8%) more than in 2020. ...
Wednesday, 12 May 21
MARKET INSIGHT - INTERMODAL
Tanker S&P is finally back!
For an extended period, Dry bulk & Wet market rates have been diverging, with the SnP deals on each sect ...
Monday, 10 May 21
PAKISTAN: COAL GASIFICATION AND LIQUEFACTION HARMFUL TO ECONOMY - IEEFA
There is no second life for coal
Pakistan’s intention to use coal for power production through gasification and liquefaction technologie ...
Sunday, 09 May 21
HERE'S WHY INVESTORS ARE POURING MONEY INTO COAL, DESPITE ITS BLEAK FUTURE - FORBES
Coal stocks have surged this year – along with the wider energy sector – but experts warn these are likely short-term gains for an indu ...
Sunday, 09 May 21
MAYBANK TO STOP COAL FINANCING - BERNAMA
Malayan Banking Bhd (Maybank) will stop financing new coal activities as part of its sustainable agenda.
Currently, coal financing m ...
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- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- Siam City Cement PLC, Thailand
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Banpu Public Company Limited - Thailand
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- GMR Energy Limited - India
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- MS Steel International - UAE
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Metalloyd Limited - United Kingdom
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
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