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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Friday, 02 September 22
ABM INVESTAMA BUYS 30% GEMS SHARES FOR US$ 420 MILLION
PT ABM Investama Tbk through its indirect subsidiary, bought a 30% stake in the PT Golden Energy Mines Tbk for US$ 420 million or around Rp 6.2 tri ...
Wednesday, 31 August 22
MARKET INSIGHT - INTERMODAL
Scorching temperatures and extremely dry conditions during the Northern hemisphere summer have been drying crops. Yield prospects have subsided in ...
Tuesday, 23 August 22
HIGH COAL PRICES COULD BOOST INDONESIA'S ENERGY TRANSITION - IEEFA
Global coal prices have reached an all-time high as countries stop purchasing Russian coal amidst the Russia-Ukraine conflict. Indonesian coal comp ...
Tuesday, 23 August 22
A COMBINED US$6.8-BILLION CASH BALANCE OF INDONESIAN COAL COMPANIES COULD PROVIDE FOR TIMELY INVESTMENTS IN GREEN TRANSITION - IEEFA
A combined US$6.8-billion cash balance of Indonesian coal companies could provide for timely investments in green transition
The opp ...
Tuesday, 23 August 22
SHIPPING INDUSTRY TO REMOVE THE INDIAN OCEAN HIGH RISK AREA - BIMCO
After more than a decade of effective threat-reducing counter-piracy operations the shipping industry has removed the ‘Indian Ocean High Risk ...
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- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PTC India Limited - India
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- White Energy Company Limited
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Gujarat Sidhee Cement - India
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Latin American Coal - Colombia
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Australian Coal Association
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
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