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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
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- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
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- Meralco Power Generation, Philippines
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- Miang Besar Coal Terminal - Indonesia
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- Port Waratah Coal Services - Australia
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- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
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- Chamber of Mines of South Africa
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- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
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- Australian Coal Association
- Energy Link Ltd, New Zealand
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- SMC Global Power, Philippines
- PTC India Limited - India
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- Commonwealth Bank - Australia
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- Uttam Galva Steels Limited - India
- Planning Commission, India
- Global Business Power Corporation, Philippines
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- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Ambuja Cements Ltd - India
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
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- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Meenaskhi Energy Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
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- Wilmar Investment Holdings
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- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
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- Kumho Petrochemical, South Korea
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- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
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- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
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- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- CNBM International Corporation - China
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
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- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Toyota Tsusho Corporation, Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
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