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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 05 October 22
BUNKER PRICES DOWN AGAIN; IS THERE MORE TO COME? - INTEGR8 FUELS
It’s the economy…..”
VLSFO prices are now back to levels at the start of this year. After all the extremes of thi ...
Wednesday, 05 October 22
MARKET INSIGHT - INTERMODAL
Amid the looming western sanctions on Russia, the country is challenged to pivot its energy markets away from Europe and toward the East. Yet, Russ ...
Tuesday, 04 October 22
A REMARKABLE SHIFT IN FORTUNES HAS BEEN NOTED IN THE CRUDE OIL TANKER MARKETS - ALLIED SHIPPING
A remarkable shift in fortunes has been noted in the crude oil tanker markets over the past month, yet despite these shifts being seemingly in thei ...
Tuesday, 04 October 22
OIL PRICES COULD SOON RETURN TO $100 AS OPEC+ CONSIDERS ‘HISTORIC’ CUT, ANALYSTS SAY - CNBC
An influential alliance of some of the world’s most powerful oil producers is reportedly considering their largest output cut since the start ...
Tuesday, 04 October 22
INDONESIAN COAL PRICE REFERENCE SURGE AGAIN TO RECORD HIGH
COALspot.com: Indonesian Coal Price Reference reached another record high in October as Russia's war in Ukraine continues to spark a surge in c ...
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- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Central Electricity Authority - India
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- PTC India Limited - India
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Economic Council, Georgia
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- SMG Consultants - Indonesia
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