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Saturday, 02 July 22
GLOBAL SEABORNE COAL EXPORTS IN 2021 INCREASED BY 4.4% Y-O-Y TO 1147 MLN TONNES - BANCHERO COSTA
 In the full 12 months of 2021, global seaborne coal exports increased by +4.4% y-o-y to 1147 mln tonnes, from 1099 mln tonnes in 2020, according to vessels tracking data from Refinitiv. This was still well below the levels we had in pre-Covid times, being -10.1% down from the 1276 mln tonnes shipped during 2019. At the start of 2022, however, global coal trade declined again. In the Jan-May period of 2022, global seaborne coal loadings declined by -0.7% y-o-y to 461.5 mln tonnes, from 464.8 mln tonnes in the same period of last year, Banchero Costa Research says in its latest report.
Banchero Costa further noted that, most of the decline was in the month of January, which was particularly disappointing at just 76.7 mln t, down by -17.6% y-o-y from January 2021, and was due to export restrictions from Indonesia. In more recent months, shipments from Indonesia recovered strongly, whilst Russian exports have been partially curtails by sanctions.
Overall, in Jan-May 2022, shipments from Indonesia were down by -1.9% y-o-y to 131.2 mln tonnes. Exports from Australia in the same time period were down -0.8% y-o-y to 143.0 mln tonnes.
Shipments from Russia in Jan-May 2022 were down by -6.0% y-o-y to 68.1 mln tonnes. The month of May 2022 was very good overall, with global exports of 107.4 mln tonnes, up +9.3% y-o-y. In the month of May 2022, Indonesia exported 34.5 mln tonnes, up +20.0% from 28.8 mln tonnes in the same month in 2021, the research report from Banchero Costa noted.
According to the report, Australia exported 30.7 mln tonnes in May 2022, +6.3% y-o-y. From Russia it was 17.5 mln t, +1.8% y-o-y. From South Africa, volumes were down -21.0% y-o-y in May 2022 to 4.7 mln tonnes. Japan is still the third largest seaborne importer of coal worldwide after India and China, with a 15.8% share of global seaborne coal imports this year, just behind India’s 17.0% share and China’s 16.0%.
Coal shipments into Japan have been on a generally negative trend over the last decade, due to the country’s demographic and economic trends. In the full year 2018, imports into Japan declined by -1.2% y-o-y to 177.2 mln tonnes.
Banchero Costa also noted, in 2019, volumes declined by -4.3% y-o-y to 169.5 mln tonnes. In 2020, imports declined further by -3.1% y-o-y to 164.1 mln tonnes. In 2021, they rebounded by +4.5% yo-y to 171.6 mln tonnes. In the first 5 months of 2022, coal imports into Japan were again up by +2.3% y-o-y to 70.8 mln tonnes from 69.2 mln tonnes in the same period of last year.
The research report also said, there have been quite remarkable reshuffles in terms of trade patterns over the last few years, in large part as a consequence of China’s boycott of Australian coal. Coal exports from Australia to Mainland China declined by -98.7% y-o-y in Jan-Dec 2021, to just 0.9 mln tonnes, from 70.4 mln t in 2020. A large share of that coal ended up going to Japan. In Jan-Dec 2021, Australia exported 114.6 mln t of coal to Japan, up +14.1% y-o-y, from 100.3 mln in 2020.
On the other hand, Banchero Costa research report said, shipments from Indonesia to Japan declined by -19.2% y-o-y in 2021 to 21.0 mln tonnes, from 26.0 mln t in 2020.
Imports from Russia to Japan declined slightly by -3.3% y-o-y in 2021 to 16.3 mln tonnes, from the record 16.9 mln tonnes in 2020. In the first 5 months of 2022, we have seen a sharp decline in imports from Russia, down by -21.4% y-o-y to 5.0 mln tonnes, from 6.4 mln t in the same period last year.
On the other hand, shipments from Indonesia to Japan rebounded by +14.7% y-o-y in the first 5 months of 2022 to 10.0 mln tonnes. From Australia they are also marginally up so far this year, by +1.2% y-o-y to 47.6 mln tonnes. Australia still accounts for 67.3% of Japan’s total coal imports, followed by Indonesia with a 14.2% share, Canada with 8.1%, and Russia with 7.1%.
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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Binh Thuan Hamico - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Bhoruka Overseas - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- White Energy Company Limited
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
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