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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Friday, 10 November 23
THE COMMODITIES FEED: OIL UNDER PRESSURE - ING
Energy – Brent plummets
The oil market came under significant pressure yesterday. ICE Brent settled 4.19% lower on the day and ...
Friday, 10 November 23
COAL USE AT U.S. POWER PLANTS CONTINUES DOWNWARD SPIRAL; FULL IMPACT ON MINES TO BE FELT IN 2024 - IEEFA
This year, the use of coal by the U.S.’s power producers has been so anemic that the fuel has not achieved a 20% market share in any month so ...
Friday, 10 November 23
INDIA: NATIONAL COAL INDEX RISES 3.83 POINTS IN SEPTEMBER AMID HIGHER DEMAND - LIVEMINT
The National Coal Index (NCI) rose 3.83 points to 143.91 in September amid growing demand for coal.
The union coal ministry on Tuesd ...
Thursday, 09 November 23
WE'RE PRODUCING TOO MUCH COAL, OIL AND GAS, REPORT SAYS - WSJ
World leaders pledged in 2015 to reduce emissions in a combined effort to limit climate change.
Now they are stepping up production ...
Thursday, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
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- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- Grasim Industreis Ltd - India
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Miang Besar Coal Terminal - Indonesia
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Australian Coal Association
- Edison Trading Spa - Italy
- McConnell Dowell - Australia
- Planning Commission, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- The University of Queensland
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
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