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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, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
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- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Planning Commission, India
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- International Coal Ventures Pvt Ltd - India
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- Australian Coal Association
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
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