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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
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- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- PTC India Limited - India
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- White Energy Company Limited
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The University of Queensland
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Trasteel International SA, Italy
- Petron Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- ASAPP Information Group - India
- Australian Coal Association
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
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