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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Sunday, 09 April 23
CHINA’S BUSINESS INCOME REBOUND POINTS TO IMPROVING ECONOMY: OFFICIAL - XINHUA
Chinese businesses have posted a strong rebound in sales revenue since the beginning of this year in the latest signal of an improving economy.
...
Sunday, 09 April 23
COAL INDIA TO BOOST SUPPLIES TO INDUSTRIES AS UTILITIES’ INVENTORIES RISE - REUTERS
Coal India Ltd will increase supplies to industries, the world’s largest coal miner said on Wednesday as fuel inventories at utilities run by ...
Thursday, 06 April 23
MARKET INSIGHT - INTERMODAL
LNG Current Supply/Demand Dynamics
This year, LNG supply will likely exceed demand, so prices will need to decline to levels that will encourag ...
Sunday, 26 March 23
EUROPE’S RUSH TO LNG COULD TURN INTO 'WORLD’S MOST EXPENSIVE AND UNNECESSARY INSURANCE POLICY'- CNBC
Europe’s rapid buildout of liquefied natural gas infrastructure is on track to far exceed demand by the end of the decade, according to new r ...
Saturday, 25 March 23
COAL INDIA HAS STRONG CASE TO INCREASE PRICES, TALKS ON: CMD AGRAWAL - BUSINESS STANDARD
Coal India (CIL) Chairman and Managing Director Pramod Agrawal said on Monday there is a “strong case” for increasing coal prices, and ...
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- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Electricity Authority, New Zealand
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Planning Commission, India
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Bangladesh Power Developement Board
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- MS Steel International - UAE
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
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