We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 29 March 21
MOODY'S: OUTLOOK FOR GLOBAL METALS AND MINING INDUSTRY TURNS POSITIVE ON HIGHER EBITDA IN PANDEMIC'S WAKE
- Demand for steel, iron ore and copper will rise, while aluminum, nickel and zinc will remain in surplus
- EBITDA is expected to ...
Thursday, 25 March 21
'OMNIBUS LAW' REGULATION ON INDONESIA’S ENERGY AND MINING SECTORS TO BOOST COAL PROCESSING BUT ALSO RAISES QUESTIONS - ABNR
February 2021 saw the issuance of a raft of new government regulations to give effect to the reformist Job Creation Law (colloquially known as the ...
Thursday, 25 March 21
PROPOSED SWITCH FROM COAL TO LNG THREATENS RENEWABLE ENERGY DEVELOPMENT IN ASIA - IEEFA
Renewables offer an ever cheaper, financially sustainable and energy secure alternative, better able to support developing nations
A ...
Thursday, 25 March 21
MAJOR INVESTMENT ADVISORS BLACKROCK AND MEKETA PROVIDE A FIDUCIARY PATH THROUGH THE ENERGY TRANSITION - IEEFA
BlackRock and Meketa say divestment from fossil fuels improves, not weakens, investment returns
Two major financial management firms ...
Thursday, 25 March 21
EUROPE PASSES MILESTONE WITH HALF OF COAL PLANTS CLOSED OR SET TO RETIRE BY 2030 - EURACTIV
Half of Europe’s 324 coal-fueled power plants have either closed or announced a retirement date before 2030, it emerged on Monday (22 March) ...
|
|
|
Showing 611 to 615 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Agrawal Coal Company - India
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- PTC India Limited - India
- Ministry of Mines - Canada
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Global Business Power Corporation, Philippines
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Minerals Council of Australia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
|
| |
| |
|
