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Friday, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
 2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-year to 1130 million tonnes, according to data from Refinitiv, Banchero Costa said in its latest weekly report.
According to Banchero Costa, in 2021 things started pretty badly, but we are seeing increasing signs of things returning back to “normal”. In the first 7 months of 2021, global seaborne coal trade increased by +2.5% y-o-y to 681.8 mln tonnes, from 665.1 mln tonnes in the January-July 2020 period. However, this is still down -10.2% from 759.4 mln tonnes in the same period of 2019. However, the worst was in the first quarter, as 1Q 2021 recorded a -8.2% y-o-y decline to 278.1 mln t. Things have steadily improved month after month.
In the second quarter of 2021, Banchero Costa says, the global coal loadings reached 298.3 mln tonnes, which was +8.7% y-o-y compared to 2Q 2020. Global coal trade has been steadily climbing month after month, and in July 2021 reached 105.4 mln tonnes, which was +20.1% up from July 2020, and only -5.1% down from July 2019.
Banchero Costa further noted that, the Japan is the third largest importer of coal in the world, after Mainland China and India. In 2020, Japan was the destination for 15.0% of global seaborne coal shipments.
However, imports into Japan have steadily declined over the years, even before Covid, due to limited economic growth and greater reliance on natural gas and renewable energy sources, as well as the restarting of previously shut nuclear power plants.
Accordign to Banchero Costa , the Japan’s seaborne coal imports in the 12 months of 2020 declined by -4.0% y-o-y to 166.8 mln tonnes. Let’s keep in mind says Banchero Costa, though that even in 2019 imports into Japan declined by -2.7% y-o-y, and in 2018 they declined by -0.5% y-o-y. When it comes to last year, the worst was in the third and fourth quarters.
In 1Q 2020, Japan imported 45.7 mln tonnes of coal, which was a positive +3.2% y-o-y increase. In 2Q 2020, imports continued at 39.8 mln tonnes, fairly flat at +0.3% y-o-y (2Q has been seasonally weak for a number of years). In 3Q 2020, imports into Japan stayed at 39.8 mln tonnes, but this was actually down -10.5% y-o-y from the same quarter in 2019. In 4Q 2020, imports nudged upwards to 41.5 mln tonnes, but this again was down -8.4% y-o-y, said Banchero Costa.
Volumes nudged up again in the first quarter of 2021, with Japan importing 44.6 mln tonnes of coal, which was a -2.4% y-o-y decline from the levels of 1Q 2020.
The report from Banchero Costa further said, the second quarter of 2021 was very weak, with just 37.9 mln tonnes, down -4.8% y-o-y from the second quarter of last year. In July 2021 things suddenly improved quite a lot, with 15.6 mln tonnes, which was +26.2% up month-on-month from June 2021, up +9.3% y-o-y from July 2020, and almost identical to the 15.9 mln tonnes recorded in July 2019. Overall in the first 7 months of 2021, Japan imported 98.1 mln tonnes of coal, which was down -1.7% y-o-y from the same period in 2020.
According to Banchero Costa, In terms of sources of coal imports to Japan, things changed a lot.
Australia, which was already the top coal exporter to Japan, further increased volumes as they had to divert the cargoes that in the past they would have sold to China.
Imports to Japan from Australia increased by +9.9% y-o-y to 64.7 mln t in the first 7 months of 2021, from 58.8 mln tonnes in the same period of 2020.
Australia now accounts for 66% of Japan’s coal imports.
The second largest source for Japan’s coal imports is Indonesia, accounting for a 12% share.
Shipments from Indonesia to Japan declined by -26.3% y-o-y to 11.9 mln tonnes in the first 7 months of 2021, from 16.2 mln tonnes in the same period of 2020.
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Friday, 27 August 21
THE ECONOMICS OF INDONESIA’S DIESEL POWER PLANT TO GAS CONVERSION PLAN ARE PROBLEMATIC - IEEFA
Deploying new small-scale LNG is an uphill battle for PGN
Indonesian gas is currently in a precarious position, where the government needs to ...
Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
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- IHS Mccloskey Coal Group - USA
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Minerals Council of Australia
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Baramulti Group, Indonesia
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Star Paper Mills Limited - India
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parliament of New Zealand
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
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