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Friday, 18 December 20
SOUTH AFRICAN COAL EXPORTERS LARGELY DEPENDENT ON THE ASIAN MARKETS - BANCHERO COSTA
 South Africa is the fourth largest exporter of coal in the world, after Australia, Indonesia and Russia. In calendar 2019 the country exported a total of 67.4mln tonnes of coal by sea, according to Refinitiv vessel tracking data, Banchero costa research said in its latest weekly report.
According to Banchero costa research , South Africa’s economically recoverable coal reserves are estimated at between 15 and 55 billion tonnes. 96% of reserves are bituminous coal; metallurgical coal accounts for approx. 2% and anthracite another 2%.
Production is mainly steamcoal of bituminous quality. The vast majority of coal exports from South Africa are loaded at Richards Bay port in KwaZuluNatal, on the east coast of the country. Occasionally, some cargoes are loaded at nearby Durban port. In the past, South Africa was able to benefit from its location to be a swing supplier to both the Atlantic and Pacific basins.
Banchero costa research further says, this is no longer the case, as coal demand in Europe has largely evaporated in recent years. This has left South African exporters largely dependent on the Asian markets, where they face tough competition from Indonesian and Australian suppliers.
South African coal exports have been generally shrinking in recent years, due to a combination of lower production and lack of competitiveness, but have actually done surprisingly well this year. In the first 11 months of 2020, South Africa exported 63.6 mln tonnes of coal by sea, according to vessel tracking data from Refinitiv.
The report further noted that, this represents an increase of 3.9% y-o-y, compared to the 61.2 mln tonnes exported in the same eleven-month period of 2019. The year can be essentially divided into a really disappointing first half and a much better than expected second half.
The first quarter of 2020 was really mixed, with South Africa exporting 16.7 mln tonnes of seaborne coal, which was a 2.9% increase on the same period last year. This consisted of a good January 2020 with 6.3 mln tonnes (up 43.4% y-o-y from an exceptionally poor January 2019) and a disappointing March 2020 with 5.5 mln tonnes(down 17.1% y-o-y).
The second quarter of 2020 was a disaster, as Indian demand in particular evaporated on lockdown and economic recession. In the period April-June 2020, seaborne coal exports from South Africa declined by 12.9% year-on year to 15.7 mln tonnes. Things then rebounded strongly in the third quarter, with demand from India but also from China and Vietnam picking up. In the Jul-Sep period, South Africa exported 17.2 mln tonnes of coal, which was a 19.6% increase from the 14.4 mln tonnes exported in the same quarter last year.
Overall, exports to India, the top destination of South African coal with a 50% market share, are still down this year. Just 31.6 mln tonnes were shipped to India in the first 11 months of this year, down 7.3% y-o-y. On the other hand, shipments to Vietnam surged spectacularly to 5.2mln tonnes in Jan-Nov 2020, up from just 0.4 mln tonnes in the same period last year.
Vietnam is now the third largest destination for South African coal after India and Pakistan. Exports to Mainland China are also up 101% y-o-y to 3.6 mln t. However to South Korea shipments are down by 64.8% y-o-y to 1.4 mln tonnes.
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Wednesday, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
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- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- MS Steel International - UAE
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
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