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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, 20 October 21
MARKET INSIGHT - INTERMODAL
IMO 2020, Ballast Water Treatment regulations, Green Recycling, GHG emissions, EEXI, CII, ETS, Fit for 55, Carbon price/levy, the Poseidon Principl ...
Tuesday, 19 October 21
SPONGE IRON SECTOR MIGHT REPORT NEGATIVE GROWTH DUE TO COAL CRISIS: SIMA - PTI
The domestic sponge iron industry might report a negative growth in the ongoing December quarter “if the shortage of coal is allowed to conti ...
Tuesday, 19 October 21
COAL INDIA, THE FALL GUY FOR POWER CRISIS - INDIA EXPRESS
The post-Covid economic recovery has led to a major increase in the demand for power, both in India and globally. In India, coal-based power plants ...
Saturday, 16 October 21
SOLAR INSTALLATION SURGE PUTS INDIA ON TRACK TO CAP COAL-FIRED POWER AS EARLY AS 2024 - IEEFA
Recent increase in solar power installations could push coal to peak sooner than expected
If India keeps installing solar capacity a ...
Saturday, 16 October 21
DESPITE HIGHER COAL PRICES, U.S. COAL RECOVERY LOOKS WEAK BY MOST MEASURES - IEEFA
U.S. coal sector is locked into a long-term sectoral decline
Coal prices have surged to the highest level in years in the U.S., and have soare ...
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- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Authority, New Zealand
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
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