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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 22 November 23
OBLIGATION. INDONESIA AIMS TO START COLLECTING LEVIES FROM COAL MINERS IN JANUARY - REUTERS
Indonesia plans to start collecting levies from coal miners in January to be used to compensate miners who sell coal to the state utility at lower ...
Tuesday, 21 November 23
INDIAN COAL POWER PLANTS’ CAPACITY UTILISATION WILL IMPROVE TO 65% THIS FISCAL: - CRISIL
Coal-based thermal power units’ plant load factor (PLF) or capacity utilisation will improve to 65 percent in the current fiscal year despite ...
Tuesday, 14 November 23
CAPITAL PRODUCT PARTNERS L.P. ANNOUNCES TRANSFORMATIVE TRANSACTION INCLUDING THE ACQUISITION OF 11 NEWBUILD LNG CARRIERS FOR $3.1 BILLION
Capital Product Partners L.P. announced that it has entered into an umbrella agreement (the “Umbrella Agreement”) with Capital Maritime ...
Tuesday, 14 November 23
COAL INDIA BEATS Q2 PROFIT VIEW ON HIGH POWER DEMAND AMID WEAK MONSOON - REUTERS
Coal India on Friday reported better-than-expected second-quarter profit, helped by high power demand and boosted production amid a weak monsoon.
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Tuesday, 14 November 23
CHINA'S BELT AND ROAD INITIATIVE TURNS AWAY FROM COAL - WOOD MACKENZIE
Ambitious, contentious and big spending, China’s Belt and Road Initiative (BRI) is 10 years old. In that time, China has splashed more than U ...
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- Karaikal Port Pvt Ltd - India
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- Chamber of Mines of South Africa
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- Heidelberg Cement - Germany
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- Indika Energy - Indonesia
- GMR Energy Limited - India
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- Price Waterhouse Coopers - Russia
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- MS Steel International - UAE
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- Economic Council, Georgia
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- Alfred C Toepfer International GmbH - Germany
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- India Bulls Power Limited - India
- Parliament of New Zealand
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- The University of Queensland
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- Standard Chartered Bank - UAE
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- Energy Link Ltd, New Zealand
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- McConnell Dowell - Australia
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- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
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- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Tamil Nadu electricity Board
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- Indogreen Group - Indonesia
- Latin American Coal - Colombia
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- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
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- Edison Trading Spa - Italy
- SMG Consultants - Indonesia
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- ICICI Bank Limited - India
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- Global Coal Blending Company Limited - Australia
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- Thiess Contractors Indonesia
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- Bangladesh Power Developement Board
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- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
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- ASAPP Information Group - India
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Coal and Oil Company - UAE
- The Treasury - Australian Government
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- TeaM Sual Corporation - Philippines
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- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
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- Planning Commission, India
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- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
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- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Bayan Resources Tbk. - Indonesia
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- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
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- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
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- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
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- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
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