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Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
 Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export volumes from this South American country have steadily declined in recent years, as it is being penalized by declining coal demand in the Atlantic basin, and its distance from the more resilient Asian markets, says Banchero Costa Research in its latest report.
According to Banchero Costa Research, total seaborne coal exports from Colombia in the 12 months of 2019 reached 74.0 mln tonnes, -5.0% y- o-y, according to Refinitiv vessel tracking data.
The majority of coal cargos from Colombia in 2019 were Capesize- sized, with 59.7% of total volumes being in stems of over 130,000 tonnes. The vast majority of Colombian coal exports are loaded on the northern (Caribbean) coast of the country.
Banchero Costa Research further noted that, the three main ports there are Puerto Drummond, which accounted for 28.6 mln tonnes in 2019, and Puerto Bolivar with 24.3 mln tonnes in 2019. Other ports nearby are Puerto Nuevo, from where 16.9 mln tonnes of coal were loaded in 2019, and Santa Maria with 2.7 mln tonnes. The only major port on the western (Pacific Ocean) coast of Colombia is Buenaventura, from where 1.4 mln tonnes of coal were loaded in 2019.
The Aguadulce terminal at Buenaventura port has been building up operations since its launch in March 2017, with facilities to load Panamax, Handymax and Supramax vessels.
Japan is currently the main destination for shipments from Buenaventura, with South Korea, India and Chile also receiving some coal from the port.
In the first 5 months of 2020, Banchero Costa Research said, Colombia exported at least 25.9 mln tonnes of coal by sea. This represents a net decline of -12.0% y-o-y, compared to the 29.5 mln tonnes exported in the same five-month period of 2019.
On a single-month basis, January 2020 was very fairly for that time of the year, +5.2% y-o-y from January 2019 at 5.2 mln tonnes. In February, volumes from Colombia increased further to 6.3 mln tonnes, +21.9% m-o-m, and +19.8% year-on-year. It went rather downhill from there. In March 2020, coal loadings from Colombian ports declined sharply to just 5.6 mln tonnes, down -11.4% m-o-m and -20.4% y-o-y.
Banchero Costa Research further said, April 2020 saw a further decline to just 4.7 mln tonnes, -15.1% m-o-m and -10.8% y-o-y. In May 2020 numbers were terrible, with 4.2 mln tonnes, down -10.7% m-o-m, and -40.2% y-o-y. Volumes to Europe have really collapsed in recent years.
Of total exports this year from Colombia, only 6.3% or 1.6 mln tonnes were destined for Europe. This compares with 32.2% and 11.6 mln tonnes in 2017.
Volumes to Europe this year declined by -70.7% y-o-y. And this follows a -32.8% decline last year, and a -29.1% decline two years ago. With this trend, we should probably expect this trend to ground to zero by 2022. On the other hand, shipments to India have increased to 2.7 mln tonnes, up from just 0.2 mln tonnes in the same period last year. India is now the destinations of 10.3% of Colombia’s exports.
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Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Bangladesh Power Developement Board
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- Anglo American - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Australian Coal Association
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Semirara Mining and Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- The University of Queensland
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
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