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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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 February 23
INDONESIA IS STILL BY FAR THE TOP SUPPLIER OF COAL TO CHINA - 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, said ban ...
Wednesday, 22 February 23
MARKET INSIGHT - INTERMODAL
The short-term outlook of the global soybean market is currently pivoted by a combination of weather patterns that are affecting the harvest progre ...
Saturday, 18 February 23
OIL UNLIKELY TO BREAK ABOVE $100/BBL THIS YEAR, J.P.MORGAN SAYS –- REUTERS
Brent oil prices are unlikely to breach the $100 a barrel level this year, barring any significant geopolitical drivers, with OPEC+ potentially add ...
Saturday, 18 February 23
CHINA'S COAL PRICES FALL TO 1 YR-LOW, CLOUDING DEMAND AND IMPORT OUTLOOK - REUTERS
China’s thermal coal prices hit their lowest levels in a year this week on rising inventories as domestic mine production is recovering faste ...
Saturday, 18 February 23
PAKISTAN PLANS TO QUADRUPLE DOMESTIC COAL-FIRED POWER, MOVE AWAY FROM GAS - REUTERS
Pakistan plans to quadruple its domestic coal-fired capacity to reduce power generation costs and will not build new gas-fired plants in the coming ...
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- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Ministry of Mines - Canada
- Xindia Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Wilmar Investment Holdings
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Cement Manufacturers Association - India
- Globalindo Alam Lestari - Indonesia
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- Sakthi Sugars Limited - India
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- PTC India Limited - India
- Siam City Cement - Thailand
- The University of Queensland
- Chamber of Mines of South Africa
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Minerals Council of Australia
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
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