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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Monday, 23 January 23
CHINA'S MAJOR COAL-PRODUCING PROVINCE ACCELERATES DIGITAL TRANSFORMATION - XINHUA
At Chindata Group’s big-data industrial park in Lingqiu County of Datong City, hundreds of thousands of servers are running round-the-clock t ...
Monday, 23 January 23
CHINA'S COAL-RICH PROVINCE SEES COAL PRODUCTION INCREASE IN 2022 - XINHUA
North China’s coal-rich province of Shanxi saw its coal production hit 1.31 billion tonnes in 2022, up 8.7 percent year on year, local author ...
Wednesday, 18 January 23
MARKET INSIGHT - INTERMODAL
From Feb 5, another price cap will be introduced to Russian fuels and oil products, adding to the one for crude oil, already in place from Dec. 3. ...
Tuesday, 17 January 23
FRAUD IS THE BIGGEST THREAT TO CARGO LOSSES - TT CLUB
The almost exclusive use of online facilities to process business transactions allows a myriad of fraudulent pursuits to find opportunities within ...
Tuesday, 17 January 23
CHINA'S SHANXI TARGETS 2023 COAL PRODUCTION OF NEARLY 1.37B TONS - XINHUA
China’s coal-rich province of Shanxi has set a coal production target of nearly 1.37 billion metric tons for 2023, according to a government ...
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- Formosa Plastics Group - Taiwan
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Minerals Council of Australia
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- New Zealand Coal & Carbon
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
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