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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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.
|
|
Tuesday, 15 November 22
CHINA SEES RISING COAL STORAGE AMID SUPPLY PUSH - XINHUA
Coal stockpiles at China’s power plants have seen considerable increases, ensuring energy supply for the winter, the country’s energy r ...
Tuesday, 15 November 22
SEABORNE THERMAL COAL PRICES START TO EASE, BUT PROCESS IS UNEVEN - REUTERS
Prices for seaborne thermal coal have started to drop as fears of a winter energy crunch ease, but the rate of decline has varied across the differ ...
Thursday, 10 November 22
INDIA: THERMAL PLANTS HAVE ADEQUATE COAL STOCKS AT 25.6 MILLION TONNES, SAYS GOVT - IANS
The coal stock with domestic dry fuel-based power plants, as on October 31, was 25.6 million tonnes, the government said, adding that the availabil ...
Tuesday, 08 November 22
OUTLOOK ON CHINA’S WEAKENED BASIC MATERIALS SECTOR CLOUDED BY POLICY SWINGS - FITCH RATINGS
Fitch Ratings expects basic materials demand in China to improve qoq in 4Q22, driven by seasonally higher construction activity, solid infrastructu ...
Friday, 04 November 22
CHINA EXPANDS COAL TERM CONTRACTS TO ALL MINES TO STABILIZE MARKET - REUTERS
China has expanded long-term thermal coal supply contracts for 2023 to all coal mines and asked power utilities to source more of their demand thro ...
|
|
|
Showing 191 to 195 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Parliament of New Zealand
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Ministry of Mines - Canada
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Planning Commission, India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- White Energy Company Limited
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- The University of Queensland
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Posco Energy - South Korea
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
|
| |
| |
|