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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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Friday, 30 April 21
HIGH-SULPHUR FUEL OIL SALES REBOUND AFTER PRE-IMO 2020 - BIMCO
HSFO sales are up 47.2% from Q1 2020, reaching 3.1m tonnes. This is however still less than a third of high-sulphur fuel sales in Q1 2019, before t ...
Wednesday, 28 April 21
MARKET INSIGHT - INTERMODAL
Despite the current challenges as a result of the global pandemic, 2021 is turning out to be a landmark year for the iron ore market with spot pric ...
Monday, 26 April 21
CHINA TO FURTHER CUT COAL USE IN 2021 - XINHUA
China aims to reduce the share of coal in its energy mix to less than 56% this year, according to a guideline released by the National Energy Admin ...
Wednesday, 21 April 21
COAL FINANCING COSTS HAVE SURGED IN PAST 10 YEARS - UNIVERSITY OF OXFORD - THE GUARDIAN
Coal financing costs have surged over the last decade as investors demand returns four times as high as the payoff required from renewable energy p ...
Tuesday, 20 April 21
US DOLLAR LIBOR TRANSITION IN ASSET FINANCE - WHERE ARE WE NOW? - WATSON FARLEY & WILLIAMS
Since our last article, there has been a raft of regulatory and market body announcements relating to the transition away from LIBOR and the follow ...
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- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Planning Commission, India
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- The University of Queensland
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Thai Mozambique Logistica
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