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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
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- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Minerals Council of Australia
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Singapore Mercantile Exchange
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Sojitz Corporation - Japan
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
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