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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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- Electricity Authority, New Zealand
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- Australian Coal Association
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- IEA Clean Coal Centre - UK
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- Global Business Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
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- Minerals Council of Australia
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- Singapore Mercantile Exchange
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- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
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- Georgia Ports Authority, United States
- Savvy Resources Ltd - HongKong
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- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- IHS Mccloskey Coal Group - USA
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- TeaM Sual Corporation - Philippines
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- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
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- Economic Council, Georgia
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- Parliament of New Zealand
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- Wood Mackenzie - Singapore
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- PNOC Exploration Corporation - Philippines
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- Jaiprakash Power Ventures ltd
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- Romanian Commodities Exchange
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- PowerSource Philippines DevCo
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- Chamber of Mines of South Africa
- White Energy Company Limited
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- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
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- Global Green Power PLC Corporation, Philippines
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- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
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- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
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- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
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- Metalloyd Limited - United Kingdom
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- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
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