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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- PowerSource Philippines DevCo
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- PNOC Exploration Corporation - Philippines
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vedanta Resources Plc - India
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Parliament of New Zealand
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Kideco Jaya Agung - Indonesia
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- White Energy Company Limited
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- The University of Queensland
- Planning Commission, India
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