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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Wednesday, 12 October 22
MARKET INSIGHT - INTERMODAL
Sale and Purchase activity during the first three quarters of 2022 has been remarkable.
Focusing only on Tankers and Bulkers, such v ...
Monday, 10 October 22
ENERGY TRANSITION BOOSTS GLOBAL LONG-TERM DEMAND FOR METALS - FITCH RATINGS
The energy transition will significantly increase demand for metals used in manufacturing of electric vehicles (EVs) and renewable power generation ...
Monday, 10 October 22
GLOBAL CEOS EXPECT IMPENDING RECESSION TO BE 'SHORT AND SHARP,' POLL SHOWS - CNBC
Global CEOs are anticipating a recession in the next 12 months, according to a new survey by professional services firm KPMG, which said more than ...
Thursday, 06 October 22
AUSTRALIA’S RESOURCES REVENUE TO HIT RECORD AMID UKRAINE CONFLICT - REUTERS
Australian resources and energy export earnings are forecast to jump 7% to a record A$450 billion ($290 billion) this fiscal year, bolstered by soa ...
Thursday, 06 October 22
COAL INDIA ASKED TO ENHANCE SUPPLY TO THERMAL POWER PLANTS - IANS
With the festival season round the corner, Coal India Ltd. has been directed by the government to scale up dispatch to thermal power plants.
&n ...
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- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Essar Steel Hazira Ltd - India
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- White Energy Company Limited
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Siam City Cement - Thailand
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Australian Coal Association
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Iligan Light & Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Directorate General of MIneral and Coal - Indonesia
- Commonwealth Bank - Australia
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
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