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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- PTC India Limited - India
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parliament of New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Krishnapatnam Port Company Ltd. - India
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Kohat Cement Company Ltd. - Pakistan
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
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