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Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
 During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistical challenges started to emerge. Two years after the start of the war in Ukraine, sanctions on Russia are limiting the country’s ability to export coal.
A significant portion of Russian coal is sourced from Siberia and transported to Russian ports by rail. Since the start of the war in Ukraine, railways in Russia have been under pressure as sanctions pushed Russia’s coal exports eastwards. In 2023, China was the destination for 41% of Russian coal shipments.
Sanctions on Russia have added further pressure to logistics, culminating in lower effectiveness and reliability of railway transport since October 2023. Russian railway transport is reported to be challenged with difficulties in securing imports of spare parts such as specialized lubricants, proprietary bearings and electronic components. Efforts to circumvent this issue by replacing imports with domestic equipment have fallen short, as these substitutes are often of lower quality.
The overall impact of poor Russian logistics on the dry bulk market seems to be marginal, as global coal supply is ample. In the period since October 2023, global coal shipments have increased by 7% y/y despite the loss of Russian coal. Consequently, it seems that Russia is bearing the brunt of the impact.
The impact of lower coal shipments on sailing distances also seems to be residual. Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.
Despite the obstacles that Russia is facing, the government seems determined to boost coal exports to China. Russia is working to increase coal mining and remove bottlenecks in their infrastructure. Two major railways in Siberia will be electrified and an agreement was reached to build a new railway bridge between Russia and China. If Russia is successful, exports over land to China could increase, replacing some of Russia’s coal shipments.
Even as Russia invests in infrastructure, it is possible that total coal exports to China will not significantly increase. The IEA estimates that China’s coal demand may have peaked in 2023, limiting further export growth. Furthermore, it might be difficult for Russia to find new trade partners amid sanctions and competition from other exporters such as Indonesia and Australia.
Source: BIMCO
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Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
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- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- Planning Commission, India
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
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