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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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Monday, 21 December 20
A REBOUND IN GLOBAL COAL DEMAND IN 2021 IS SET TO BE SHORT-LIVED, BUT NO IMMEDIATE DECLINE IN SIGHT - IEA
After a major drop in recent years, global coal demand is forecast to rise by 2.6% in 2021 before flattening out to 2025
A global ec ...
Friday, 18 December 20
AUSTRALIA PM WARNS OF ‘LOSE-LOSE’ IN ANY CHINA COAL SHIFT - REUTERS
Australian Prime Minister Scott Morrison said any shift by China away from importing high quality Australian coal would be a “lose-lose&rdquo ...
Friday, 18 December 20
BIG OIL AND COAL EXPORTERS FACE RECKONING AS PARIS AGREEMENT TURNS FIVE - CNA
On Dec 12, more than 70 global leaders came together at the UN’s Climate Ambition Summit, marking the fifth anniversary of the Paris Agreemen ...
Friday, 18 December 20
SOUTH AFRICAN COAL EXPORTERS LARGELY DEPENDENT ON THE ASIAN MARKETS - BANCHERO COSTA
South Africa is the fourth largest exporter of coal in the world, after Australia, Indonesia and Russia. In calendar 2019 the country exported a to ...
Thursday, 17 December 20
CHINA'S BAN IS LESS OF A THREAT TO AUSTRALIA'S COAL INDUSTRY THAN INTERNATIONAL CLIMATE AMBITION - IEEFA
Australian coal exporters will survive this near-term political fight but there are longterm structural headwinds
The decision by Ch ...
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- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Australian Coal Association
- Wilmar Investment Holdings
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Parliament of New Zealand
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Economic Council, Georgia
- Trasteel International SA, Italy
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
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