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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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Saturday, 23 January 21
GOVT PLANNING TO OPEN UP COAL MARKETING TO STREAMLINE PROCESS - THE INDIAN EXPRESS
The government is considering opening up coal marketing, Coal Secretary Anil Kumar Jain said on Thursday. Currently, production by Coal India is al ...
Thursday, 21 January 21
LNG MARKET RIDING HIGH, BUT WILL THE GAINS CONTINUE? - DREWRY
The LNG market started 2021 on a high note with Asian spot prices crossing $30 per MMBtu while LNG shipping rates recorded a high $350k per day due ...
Thursday, 21 January 21
CHINA'S SPOT THERMAL COAL PRICES REFRESH RECORD HIGH - MYSTEEL
Despite the moderate rebound in temperatures across most regions of China after late December’s deep-freeze, thermal coal prices in the count ...
Wednesday, 20 January 21
CORONAVIRUS OUTBREAK IN HEBEI HAS LIMITED IMPACT ON CHINA'S STEEL INDUSTRY - FITCH RATINGS
The recent Covid-19 outbreak in the steel producing hub Hebei will not have material impact on China’s steel industry, Fitch Ratings says.
...
Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even s ...
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- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Global Green Power PLC Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Ministry of Mines - Canada
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- Wilmar Investment Holdings
- The University of Queensland
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Videocon Industries ltd - India
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Thiess Contractors Indonesia
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- IEA Clean Coal Centre - UK
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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