We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 56 to 60 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Parliament of New Zealand
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Australian Coal Association
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Timah Investasi Mineral - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Planning Commission, India
- Madhucon Powers Ltd - India
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Semirara Mining Corp, Philippines
|
| |
| |
|
