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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, 16 December 20
INDONESIAN COAL RECOVERING - FITCH
Commenting on Indonesian coal, Fitch Ratings, the Indonesian 4,200 kcal index has begun to recover, improving to over USD 29 in November compared t ...
Tuesday, 15 December 20
NEWCASTLE PRICES RECOVER - FITCH
Prices for the benchmark Newcastle 6,000 kcal/kg grade coal have rebounded to over USD 70/tonne since late November as major Asian economies ease l ...
Tuesday, 15 December 20
APAC COAL PRICES REBOUND ON IMPROVED DEMAND AND SUPPLY CUTS - FITCH RATINGS
Prices for the benchmark Newcastle 6,000kcal/kg grade coal have rebounded to over USD70/tonne since late November as major Asian economies ease loc ...
Tuesday, 15 December 20
CHINA EXTENDS FULL OPEN GESTURE TO IMPORTED COAL EXCEPT FOR AUSTRALIA - GLOBAL TIMES
Domestic, overseas suppliers will take up share with easier clearance
China's top economic planner on Saturday gave approval to ...
Monday, 14 December 20
PHILIPPINE BANK RCBC TO STOP LENDING FOR NEW COAL-FIRED POWER PROJECTS - MANILA BULLETIN
Yuchengco-led Rizal Commercial Banking Corporation (RCBC) has forthrightly declared that it will no longer extend financing to new coal-fired power ...
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- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- European Bulk Services B.V. - Netherlands
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Minerals Council of Australia
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Formosa Plastics Group - Taiwan
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMC Global Power, Philippines
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- VISA Power Limited - India
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
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