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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
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- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- GMR Energy Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- MS Steel International - UAE
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Marubeni Corporation - India
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Minerals Council of Australia
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Planning Commission, India
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Petron Corporation, Philippines
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