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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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Thursday, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Coal Council - USA
- Planning Commission, India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Standard Chartered Bank - UAE
- The University of Queensland
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- Australian Commodity Traders Exchange
- Samtan Co., Ltd - South Korea
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- PTC India Limited - India
- Tamil Nadu electricity Board
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
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