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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 23 October 23
CHINA SEPT COAL OUTPUT HITS SIX-MONTH HIGH ON RISING POWER DEMAND - REUTERS
China’s September coal output rose 0.4% from August to the highest level since March, official data showed on Wednesday, on rising power dema ...
Monday, 23 October 23
INDIA COAL INVENTORIES DROP AT FASTEST PACE IN TWO YEARS, BOOSTING IMPORTS - REUTERS
Coal inventories at Indian power plants in the first half of October fell at their fastest rate in two years, an analysis of government data showed ...
Tuesday, 19 September 23
LNG SHIPPING STOCKS: THE ASIAN GROWTH UP-INDICES
Last week, the UP World LNG Shipping Index (UPI) gained 3.81 points or 2.51%, closing at 155.85 points. This index tracks the performance of LNG sh ...
Sunday, 10 September 23
GOLDMAN SACHS PREDICTS OIL PRICE TO HIT $100 ON OPEC CUTS - YAHOO FINANCE
Oil supply cuts by Saudi Arabia and Russia could lead to Brent crude jumping as high as $107 a barrel in 2024, Goldman Sachs Commodities Research h ...
Sunday, 10 September 23
CHINA AUGUST COAL IMPORTS OF 44.3 MLN T HIT RECORD - REUTERS
China, the world’s top coal consumer, imported 44.3 million metric tons of the fuel last month, customs data showed, the highest amount in an ...
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- Indonesian Coal Mining Association
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- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Minerals Council of Australia
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
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- Planning Commission, India
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- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
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- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
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- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
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- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
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- MS Steel International - UAE
- The University of Queensland
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
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- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
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