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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 01 April 19
AUSTRALIAN COAL AT RISK FROM CHINA MOVE, WARNS GOVERNMENT REPORT - SYDNEY MORNING HERALD
A new government report warns China’s restrictions on coal imports is the number one risk for Australian coal this year and could lead to a s ...
Saturday, 30 March 19
KOEN INVITES BIDS FOR 450,000 TONS OF (SUB) BITUMINOUS COAL FOR H1 AND JUNE 2019
South Korea state-owned utility KOREA SOUTH-EAST POWER CO., LTD. (KOEN) issued a tender for total 450,000 MT of min. 4300, 3500 and 5600 NCV ...
Wednesday, 27 March 19
SHIPPING MARKET INSIGHT - INTERMODAL
Contrary to the December 2018 forecasts but in line with the expectations of the dry bulk market, the first quarter of the year closed negatively. ...
Saturday, 23 March 19
IT WAS A POSITIVE WEEK FOR THE HANDY SIZE MARKET - BALTIC BRIEFING
Capesize
The big ships endured heavy losses last week extinguishing any hopes from the recent minor rally. Negative sentiment gained pace throu ...
Friday, 22 March 19
CHINA MARKET: COAL OUT IN THE COLD - BUSINESS RECORDER
Though China maintains there is no ban, China-bound Australian coal shipments are looking for a new home. For the past few months, coal cargoes are ...
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Showing 1416 to 1420 news of total 6846 |
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- Thai Mozambique Logistica
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Australian Coal Association
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Star Paper Mills Limited - India
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Indo Tambangraya Megah - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- GMR Energy Limited - India
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Standard Chartered Bank - UAE
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- White Energy Company Limited
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
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