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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Thursday, 03 November 22
HANDYSIZE VALUES MOVING UP IN OCTOBER, WHILE LNG VALUES SKYROCKET - VESSELSVALUE
Handysize values have increased this month across most ages, following a period of decline. Values for generic 10 year old Handysizes have moved up ...
Thursday, 03 November 22
EUROPEAN GAS SUPPLY SURPLUS, NOVEMBER HBA DOWN TO US$ 308.2 PER TON - ESDM
European gas supply conditions have a major influence in determining fluctuations in the Reference Coal Price (HBA). The November 2022 HBA recorded ...
Wednesday, 02 November 22
MARKET INSIGHT - INTERMODAL
Only five weeks before western sanctions’ full effect, uncertainty over energy has markets and governments on the edge. What was initially th ...
Tuesday, 01 November 22
CHINA COAL TRADE DISRUPTED BY COVID OUTBREAKS AS WINTER LOOMS - REUTERS
China’s strict COVID-19 policy is constraining coal supplies and pushing up prices, industry officials and traders say, just weeks before the ...
Monday, 31 October 22
U.S. COAL-FIRED GENERATION DECLINING AFTER BRIEF RISE LAST YEAR - EIA
We expect 6% less U.S. coal-fired generation in 2022 than in 2021, according to our latest Short-Term Energy Outlook (STEO). Although coal-fired ge ...
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- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
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- SMG Consultants - Indonesia
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- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
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- Bhoruka Overseas - Indonesia
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- Indonesian Coal Mining Association
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- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
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- SMC Global Power, Philippines
- The State Trading Corporation of India Ltd
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- Energy Link Ltd, New Zealand
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- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
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- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
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- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
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- London Commodity Brokers - England
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- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
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- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
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- Posco Energy - South Korea
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
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- Agrawal Coal Company - India
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- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
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- Xindia Steels Limited - India
- Madhucon Powers Ltd - India
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- Mintek Dendrill Indonesia
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- Parry Sugars Refinery, India
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- Australian Coal Association
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
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- Eastern Coal Council - USA
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- Merrill Lynch Commodities Europe
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- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
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