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Monday, 12 April 21
GLOBAL COAL PRODUCTION EXPECTED TO RISE BY 3.5% IN 2021, SAYS GLOBALDATA
 Global coal output is estimated to have declined by 2% in 2020 due to COVID-19-related lockdowns and restrictions, with significant reductions observed in the US (23.6%), Indonesia (13.1%), Russia (8.1%) and Australia (5.5%). These were only partially offset by increases in China (4%) and India (0.7%). Additionally, during the last year, there was an estimated 3.5% reduction in the global thermal coal demand, while the world’s mettullurgical coal demand fell by 5.9%. However, global coal production is set to recover by 3.5% to 8bnt in 2021, according to GlobalData, a leading data and analytics company.
With the US coal industry already challenged by high production costs and low natural gas prices, the country’s output was severely impacted by the COVID-19 pandemic, with key companies halting their operations as part of preventive measures. Additionally, a decline in domestic demand as well as export market demand affected output from Indonesia and Russia.
Global coal production is expected to grow at a compound annual growth rate (CAGR) of 2.3% between 2021 and 2025 to reach 8.8bnt in 2025. While thermal coal production is expected to have a relatively marginal 2% CAGR to reach 7,549.6Mt, metallurgical coal is forecast to register stronger growth of 4.2% per year, to reach 1,216.9Mt in 2025.
Vinneth Bajaj, Associate Project Manager at GlobalData, comments: “India will be the largest contributor to this growth. Its production is expected to increase from 777.7Mt in 2020 to 1.2bnt in 2025. This will be followed by China, Indonesia, Australia and South Africa, whose combined production is expected to increase from an estimated 5bnt in 2021 to 5.43bnt in 2025. Other countries that are anticipated to bounce back strongly during 2021 include the US (9.3%) and Russia (8.4%). In contrast, production from Australia is expected to decline by around 4% in 2021, mainly because of concerns over the future of China-Australia trade.”
Looking ahead, 2.5% growth is expected in China in 2021, supported by the commencement of projects including Dahaize and Xinjiang Zhundongs. In addition, India, which, after flagging coal as an essential commodity, reported 0.7% growth in 2020, is expected to deliver 9% growth in output to reach 827.8Mt in 2021. The commercial auction of coal mines in India is expected to be a key production booster for the world’s second-largest coal producer. In early 2020, the Indian Government gave clearance to begin operations for 10 coal projects that included Kusmunda (62.5Mt at full capacity) in Chhattisgarh, and Rajmahal (24Mt) and Lakhanpur (21Mt) in Jharkhand.
Source: GlobalData
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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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- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Thiess Contractors Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- ASAPP Information Group - India
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Parliament of New Zealand
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- VISA Power Limited - India
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