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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, 27 February 21
CHINA'S BENCHMARK POWER COAL PRICE EDGES DOWN - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Saturday, 27 February 21
FITCH RATINGS REVISES GLOBAL METALS AND MINING PRICE ASSUMPTIONS
Fitch Ratings has revised some of its metals and mining price assumptions as prices for many commodities will benefit in the short term from return ...
Saturday, 27 February 21
MITSUBISHI PULLS OUT OF VINH TAN 3 COAL PROJECT IN VIETNAM - NIKKEI ASIA
Japanese trading house Mitsubishi Corp. decided Thursday to withdraw from the Vinh Tan 3 coal-fired power plant project in Vietnam amid growing int ...
Thursday, 25 February 21
ARE WE ON THE CUSP OF ANOTHER MINING SUPER-CYCLE? - WOOD MACKENZIE
As the first wave of the coronavirus pandemic began to bite, many observers confidently predicted that the end was nigh for global economic activit ...
Thursday, 25 February 21
2020 PROVED TO BE A TRULY TERRIBLE YEAR FOR SEABORNE COAL TRADE - BANCHERO COSTA
Total loadings in the 12 months of 2020 were down -12.7% year-on-year to 1,130 million tonnes, according to vessels tracking data from Refinitiv, s ...
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- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- The University of Queensland
- ASAPP Information Group - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coal and Oil Company - UAE
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