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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of ar ...
Saturday, 25 March 23
INDONESIA’S COAL EXPORT INCREASED BY 21.0% YOY TO 388.4 MLN T IN 2022 - BANCHERO COSTA
After a slow start in the first quarter, global coal trade has really picked up pace last year, and is now fully back to pre-Covid levels. In the f ...
Saturday, 25 March 23
GLOBAL LNG-ASIA SPOT PRICES SLIP AS WEAK NORTHERN DEMAND REMAINS - REUTERS
Asian spot prices of liquefied natural gas (LNG) declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continu ...
Wednesday, 22 March 23
OIL PRICE FALL SPECULATIVE, TO HIT $140 BY YEAR-END -ANDURAND: REUTERS
The recent fall in oil prices due to banking jitters is speculative and oil will hit $140 a barrel by the end of the year, hedge fund manager Pierr ...
Wednesday, 22 March 23
MARKET INSIGHT - INTERMODAL
The crude tanker market continues to gather momentum as we head towards the end of 1Q2023, against a backdrop of strong U.S. exports paired with a ...
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- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- Parry Sugars Refinery, India
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Bhatia International Limited - India
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Planning Commission, India
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Miang Besar Coal Terminal - Indonesia
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
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