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Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
 2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of things returning back to “normal”.
In the first 9 months of 2021, global seaborne coal trade increased by +4.7% y-o-y to 884.9 mln tonnes, from 845.2 mln tonnes in the January-September 2020 period. However, this is still -8.9% from 971.8 mln tonnes in Jan-Sep 2019. The worst was in the first quarter, as 1Q 2021 recorded a -8.2% y-o-y decline to 278.0 mln t, which was also a massive -12.6% down compared to the (pre-Covid) first quarter of 2019, Banchero Costa said in its market report.
In the second quarter of 2021, According to Banchero Costa, global coal loadings reached 298.3 mln tonnes, which was +8.7% y-o-y compared to 2Q 2020, and down -9.7% compared to 2Q 2019. The third quarter of 2021 was even better, with global coal volumes reaching 308.5 mln tonnes, which was +15.2% up y-o-y from 3Q 2020, although this was still down -4.6% compared to 3Q 2019.
Australia is still very much the top exporter of coal worldwide, with 30.8% of global seaborne coal exports this year, ahead of Indonesia’s 27.9% share. The main coal export terminals in Australia are Newcastle (156.1 mln tonnes loaded in Jan-Dec 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 last year, without too much seasonality being seen.
Banchero Costa further noted that, 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 fourth quarter of 2020 saw an improvement to 89.1 mln tonnes, which was down -8.9% y-o-y. Volumes were even weaker in the first quarter of 2021, with Australia exporting 85.1 mln tonnes of coal, which was a -5.8% y-o-y decline from the levels of 1Q 2020, and down -7.4% from the first quarter of 2019.
In the second quarter of 2021, Banchero Costa said, Australia exported 91.2 mln tonnes, down just -0.1% y-o-y from the (weak) second quarter of last year, but down -9.3% from the same quarter of 2019. In 3Q 2021 things suddenly improved quite a lot, with 96.1 mln tonnes, which was +10.3% up y-o-y from 3Q 2020, and just -1.8% below the 97.8 mln tonnes in J3Q 2019. Overall in the first 9 months of 2021, Australia exported 272.3 mln tonnes of coal, which was up +1.3% y-o-y from the same period in 2020, although still down -6.2% from the same period of 2019. Nevertheless, there have been quite remarkable reshuffles in terms of trade patterns this year. Coal exports from Australia to Mainland China declined by -96.9% y-o-y in Jan-Oct 2021, to just 2.0 mln tonnes.
According to Banchero Costa's market report, China was the destination for just 0.7% of Australia’s coal this year. Pretty much the opposite happened to India. In Jan-Oct 2021, Australia exported 51.6 mln tonnes of coal to India, up +74.0% y-o-y. India is now the destination for 19% of all Australian coal exports. Similar growth was also seen to South Korea. Australia exported 47.2 mln tonnes of coal to Korea in this period, which represents an increase of +50.6% y-o-y.
Banchero Costa also noted, shipments from Australia to the European Union also surged by +38.4% y-o-y to 11.2 mln tonnes. The top destination however is still Japan, with 84.7 mln tonnes in Jan- Oct 2021, up by +16.7% y-o-y.
Japan is now the destination for 31.1% of Australia’s coal exports, with Korea 17.3%, Taiwan 9.8% and the EU at 4.1%.
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Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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- Pendopo Energi Batubara - Indonesia
- Maheswari Brothers Coal Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- PTC India Limited - India
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Parliament of New Zealand
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Australian Coal Association
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
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