We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 30 November 22
INDONESIA’S BUMI RESOURCES TARGETS 2023 COAL OUTPUT OF 80 MLN TONNES - REUTERS
Indonesian coal miner PT Bumi Resources Tbk BUMI.JKis eyeing a 10% increase in output to 80 million tonnes next year amid expectations for more fav ...
Wednesday, 30 November 22
TANKERS: LONGER HAULS TO SUPPORT CONTINUED STRENGTH - BIMCO
Highlights
A rebound in the dirty tanker trade has led the Baltic Exchange Dirty Index (BDTI) to increase by 64% since our last report from mid ...
Wednesday, 30 November 22
MARKET INSIGHT - INTERMODAL
Shipping, although a conservative and innovation adverse industry, is currently in a transition period of digital transformation. According to a su ...
Tuesday, 29 November 22
INDIA TO RECEIVE FIRST LNG CARGO FROM INDONESIA’S TANGGUH LNG - REUTERS
India will receive its first cargo from Indonesia’s Tangguh liquefied natural gas (LNG) plant at the Dahej terminal on Monday, according to a ...
Tuesday, 29 November 22
SEABORNE COAL FLOWS IN 2022 - SIGNAL
This year is crucial for the energy mix in European countries, as the EU has imposed new sanctions on Russia. It is important to emphasize that the ...
|
|
|
Showing 181 to 185 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Thai Mozambique Logistica
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Binh Thuan Hamico - Vietnam
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mjunction Services Limited - India
- The University of Queensland
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Indian Energy Exchange, India
- Planning Commission, India
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
|
| |
| |
|
