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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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Sunday, 13 December 20
LONGSTANDING DOWNSIDE RISKS TO TRADE OUTLOOK - BALTIC EXCHANGE
The OECD has attempted to put a positive spin on the trade message emanating from its latest economic outlook, released last week.
The ...
Sunday, 13 December 20
INDONESIA COAL OUTPUT AT 514 MILLION TONNES THIS YEAR, 2021 TARGET UNCHANGED - REUTERS
Indonesia coal output in the period to Dec. 10 stood at 514.2 million tonnes, official data from the energy ministry’s website showed.
&n ...
Thursday, 10 December 20
MALAYSIA'S CIMB ANNOUNCES COAL FINANCING PHASE-OUT BY 2040 AS ASIA'S FOSSIL FUEL DIVESTMENT DRIVE ACCELERATES - IEEFA
The first emerging markets bank to announce a progressive coal exit policy
Malaysia’s CIMB Group Holdings (CIMB) has announced ...
Wednesday, 09 December 20
MARKET INSIGHT - INTERMODAL
Heading towards the end of a difficult year and with the entire planet under the shadow of the covid-19 virus, it is interesting to proceed with a ...
Tuesday, 08 December 20
MARKET ANALYSIS - ALLIED SHIPPING
It is now undisputed that oil consumption for 2020 will post a considerable drop, as demand for several petroleum products has plummeted since the ...
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- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- Planning Commission, India
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- VISA Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- White Energy Company Limited
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- GMR Energy Limited - India
- PTC India Limited - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
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