We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 23 May 23
CHINA COAL OUTPUT UP 4.5 PCT IN APRIL - XINHUA
China’s raw coal output posted stable expansion in April, official data showed.
The country produced 380 million tonnes of raw ...
Saturday, 20 May 23
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
In 2022, non-OPEC supply is estimated to have increased by 1.9 mb/d y-o-y. Out of this, US liquids production increased by 1.2 mb/d, mainly on the ...
Saturday, 20 May 23
GLOBAL COAL TRADE HAS REALLY PICKED UP PACE IN RECENT MONTHS, NOW FULLY BACK TO PRE-COVID LEVELS - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Apr 2023, total global seaborne coa ...
Saturday, 20 May 23
MARKET INSIGHT - INTERMODAL
India is one of the world's largest coal producers and one of the world's largest importers of coal. The country uses coal mainly for power ...
Sunday, 16 April 23
CHINA JUGGLES FOUR MAJOR ECONOMIC CHANGES IN 2023 - WOOD MACKENZIE
Change is afoot in China. Economic growth is slowing, while rising political tensions between China and the US, coupled with global supply chain re ...
|
|
|
Showing 101 to 105 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- MS Steel International - UAE
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Indonesian Coal Mining Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Australian Coal Association
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Bhatia International Limited - India
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Savvy Resources Ltd - HongKong
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- Jaiprakash Power Ventures ltd
|
| |
| |
|
