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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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Saturday, 08 May 21
LNG-TO-POWER INVESTORS IN THE PHILIPPINES RISK EXPOSURE TO $14 BILLION IN STRANDED ASSETS - IEEFA
High regulatory and financial uncertainty in the Philippines market
The race to develop liquified natural gas (LNG) facilities in th ...
Saturday, 08 May 21
THE COAL-TO-RENEWABLES TRANSITION TAKES OFF - IEEFA
Pre-Biden changes underscore coming 10-year wave of coal plant retirements
The traditional S-curve growth exhibited by disruptive te ...
Friday, 07 May 21
CHINA'S TOTAL COAL IMPORTS FOR 2020 REACHED A VOLUME OF 304 MILLION TONS - ASSOCARBONI
Our benchmarks, manufacturing Countries like China, Germany, Japan, India, South Korea and Taiwan will continue to use a mix of coal and nuclear to ...
Friday, 07 May 21
SEABORNE WORLD COAL TRADE CLOSED 2020 IN NEGATIVE - ASSOCARBONI
Coal confirmed its leadership as leading fuel for electricity generation also in 2020, accounting for 38% of overall production. For the first time ...
Friday, 07 May 21
INDONESIA'S THERMAL COAL EXPORTS IN 2020 DECREASED BY 13%; INDIA REMAINED THE TOP DESTINATION FOR INDONESIAN COAL - ASSOCARBONI
An increase in seaborne trade is forecast for 2022, driven by markets in Southeast Asia, where growing demand for coal from Bangladesh, the Philipp ...
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- Indian Oil Corporation Limited
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Planning Commission, India
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- MS Steel International - UAE
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- PTC India Limited - India
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Finance - Indonesia
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
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