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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
Friday, 22 March 24
INDONESIA APPROVES 922.14 MLN T COAL PRODUCTION QUOTA FOR 2024, ABOVE TARGET - REUTERS
Indonesia has approved coal production quotas totalling 922.14 million metric tons for 2024, Bambang Suswantono, a senior official at the mining mi ...
Friday, 22 March 24
CHINA COAL INDUSTRY GROUP EXPECTS OUTPUT GROWTH TO SLOW IN 2024 - REUTERS
China’s coal output is expected to increase 36 million metric tons, or 0.8%, to about 4.7 billion tonnes in 2024, a Chinese coal industry gro ...
Monday, 18 March 24
THREE KEY TAKEAWAYS FROM OUR EUROPE GAS MARKETS SHORT-TERM OUTLOOK Q1 2024 - WOOD MACKENZIE
European gas prices are currently back to pre-crisis levels, but with a complex series of factors affecting future supply and demand, are they set ...
Wednesday, 06 March 24
INDONESIA AIMS TO FINISH MINING OUTPUT QUOTAS APPROVAL BY END-MARCH, OFFICIAL SAYS - REUTERS
Indonesia’s has approved the mining production quotarequests from more than 120mineral companies and aims to complete the approval process th ...
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- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PowerSource Philippines DevCo
- The University of Queensland
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Trasteel International SA, Italy
- Ind-Barath Power Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Minerals Council of Australia
- PTC India Limited - India
- Wilmar Investment Holdings
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
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