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Saturday, 25 March 23
INDONESIA’S COAL EXPORT INCREASED BY 21.0% YOY TO 388.4 MLN T IN 2022 - BANCHERO COSTA
 After a slow start in the first quarter, global coal trade has really picked up pace last year, and is now fully back to pre-Covid levels. In the full 12 months of 2022, total global seaborne coal loadings increased by +5.9% y-o-y to 1208.0 mln t (excluding cabotage), from 1140.4 mln t in the full 12 months of 2021, although still below the 1275.6 mln t in Jan-Dec 2019, Banchero costa research says in its latest report.
The worst was at start of the year, with a positive trend in later months.
According to Banchero costa, In 1Q 2022, global loadings were down 4.8% y-o-y to just 258.0 mln t, and down 17.4% from 1Q 2019. In 2Q 2022, coal loadings were a strong +8.4% y-o-y at 314.0 mln t, and down -3.6% from 2Q 2019. In 3Q 2022, shipments increased again to 317.7 mln t, up +6.3% y-o-y, and just -0.5% from 3Q 2019. In 4Q 2022, loadings were 318.3 mln t, up +13.3% y-o-y from 4Q 2021, and -0.1% from 4Q 2019.
In Jan-Dec 2022, Banchero costa also noted that, exports from Indonesia increased by +21.0% y-o-y to 388.4 mln t, whilst from Australia were down -5.0% y-o-y to 340.1 mln t, and from Russia were up +3.1% y-o-y to 182.5 mln t. Seaborne coal imports into the European Union surged by +33.8% y-o-y to 116.5 mln t in Jan-Dec 2022, whilst imports to India increased by +13.6% y-o-y to 204.0 mln t, and imports to China declined by -3.3% y-o-y to 234.9 mln t.
Australia is now the second largest exporter of coal worldwide, with 28.2% of global seaborne coal exports last year, having been overtaken by Indonesia which had a 32.2% share in Jan-Dec 2022. Coal shipments from Australia have drastically affected in recent years by the country being backlisted by Mainland China, previously Australia’s largest customer. That said, Australian exporters have been relatively successful in finding new markets limiting the impact on overall volumes.
According to Banchero costa, in 2020, Australian coal exports fell sharply by -7.8% y-o-y to 357.7 mln t, from 388.0 mln tonnes in 2019. In 2021, volumes out of Australia remained essentially flat at 358.2 mln t, or +0.1% y-o-y. In the 12 months of 2022, shipments from Australia declined further by -5.0% y-o-y to 340.1 mln tonnes.
The main coal export terminals in Australia are Newcastle (137.3 mln tonnes loaded in Jan-Dec 2022), Hay Point (95.2 mln t), Gladstone (61.2 mln t), Abbot Point (32.4 mln t), Port Kembla (7.9 mln t), Brisbane (5.0 mln t), Port Hedland (0.9 mln t)
The majority (51%) of coal volumes shipped from Australia in 2022 were loaded on Panamax or Post-Panamax tonnage, with 45% of volumes shipped on Capesize vessels, and 4% on Handy or Supra tonnage.
Banchero costa research further noted that, there have been quite remarkable reshuffles in terms of trade patterns over the last few years, driven by political considerations. 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. In 2022, shipments from Australia to China actually ticked a bit higher, to 2.9 mln tonnes, but of course it was still a tiny fraction of the pre-2021 volumes.
Pretty much the opposite happened to India. In 2021, Banchero costa said, Australia exported 68.6 mln t of coal to India, up +45.1% y-o-y, from 47.3 mln in 2020. In 2022, however, shipments from Australia to India slowed down by -21.5% y-o-y to 53.9 mln tonnes, due to a greater availability of Indonesian coal. A similar pattern was also seen to South Korea. Australia exported 62.3 mln t to Korea in 2021, up +34.6% y- o-y from 46.3 mln t in 2020.
In 2022, however, shipments to South Korea declined by -23.3% y-o- y to 47.8 mln tonnes, Banchero costa research report said.
The top destination however is still Japan, with 115.0 mln tonnes in 2021, up +14.6% y-o-y, and 119.4 mln tonnes in 2022, up +3.9% y-o-y. Japan is now the destination for 35.1% of Australia’s coal exports, with India 15.8%, Korea 14.1%,Taiwan 9.2% and the EU at 7.7%.
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Saturday, 25 March 23
COAL INDIA HAS STRONG CASE TO INCREASE PRICES, TALKS ON: CMD AGRAWAL - BUSINESS STANDARD
Coal India (CIL) Chairman and Managing Director Pramod Agrawal said on Monday there is a “strong case” for increasing coal prices, and ...
Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of ar ...
Saturday, 25 March 23
GLOBAL LNG-ASIA SPOT PRICES SLIP AS WEAK NORTHERN DEMAND REMAINS - REUTERS
Asian spot prices of liquefied natural gas (LNG) declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continu ...
Wednesday, 22 March 23
OIL PRICE FALL SPECULATIVE, TO HIT $140 BY YEAR-END -ANDURAND: REUTERS
The recent fall in oil prices due to banking jitters is speculative and oil will hit $140 a barrel by the end of the year, hedge fund manager Pierr ...
Wednesday, 22 March 23
MARKET INSIGHT - INTERMODAL
The crude tanker market continues to gather momentum as we head towards the end of 1Q2023, against a backdrop of strong U.S. exports paired with a ...
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- GN Power Mariveles Coal Plant, Philippines
- Wilmar Investment Holdings
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Bukit Baiduri Energy - Indonesia
- Antam Resourcindo - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Australian Coal Association
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Indonesian Coal Mining Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- The University of Queensland
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Baramulti Group, Indonesia
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
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