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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 18 February 23
2023 MARINE FUEL MARKET PREDICTIONS - JOHN BERGMAN, AURAMARINE
The drive for decarbonisation we witnessed in 2022 has continued into 2023, demonstrating the shipping’s industry positive strides in the fas ...
Saturday, 28 January 23
COAL GROWTH BLIP NOT TO BE REPEATED - BALTIC EXCHANGE
As 2022 drew to a close, global coal demand looked set to end the year just 1.2% up on the previous year. But that small increase was enough to pus ...
Thursday, 26 January 23
CHINA'S COAL OUTPUT INCREASES IN DECEMBER 2022 - XINHUA
China’s raw coal output posted stable expansion in December 2022, official data showed.
The country produced 400 million tonne ...
Thursday, 26 January 23
COKING COAL NARROWS THE GAP ON THERMAL AS CHINA REOPENS - REUTERS
The premium of high-grade thermal coal over coking coal in Asia is shrinking as China’s re-opening and ending of a ban on imports from Austra ...
Thursday, 26 January 23
AUSTRALIA'S CORONADO GLOBAL SEES COAL PRICES RISING ON RESUMING CHINA IMPORTS - REUTERS
Australia’s Coronado Global Resources said on Tuesday resuming metallurgical coal imports to China would likely push sea-borne coal prices hi ...
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- Bukit Baiduri Energy - Indonesia
- Energy Link Ltd, New Zealand
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Mercator Lines Limited - India
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Attock Cement Pakistan Limited
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Australian Coal Association
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
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