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Friday, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
 2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-year to 1130 million tonnes, according to data from Refinitiv, Banchero Costa said in its latest weekly report.
According to Banchero Costa, in 2021 things started pretty badly, but we are seeing increasing signs of things returning back to “normal”. In the first 7 months of 2021, global seaborne coal trade increased by +2.5% y-o-y to 681.8 mln tonnes, from 665.1 mln tonnes in the January-July 2020 period. However, this is still down -10.2% from 759.4 mln tonnes in the same period of 2019. However, the worst was in the first quarter, as 1Q 2021 recorded a -8.2% y-o-y decline to 278.1 mln t. Things have steadily improved month after month.
In the second quarter of 2021, Banchero Costa says, the global coal loadings reached 298.3 mln tonnes, which was +8.7% y-o-y compared to 2Q 2020. Global coal trade has been steadily climbing month after month, and in July 2021 reached 105.4 mln tonnes, which was +20.1% up from July 2020, and only -5.1% down from July 2019.
Banchero Costa further noted that, the Japan is the third largest importer of coal in the world, after Mainland China and India. In 2020, Japan was the destination for 15.0% of global seaborne coal shipments.
However, imports into Japan have steadily declined over the years, even before Covid, due to limited economic growth and greater reliance on natural gas and renewable energy sources, as well as the restarting of previously shut nuclear power plants.
Accordign to Banchero Costa , the Japan’s seaborne coal imports in the 12 months of 2020 declined by -4.0% y-o-y to 166.8 mln tonnes. Let’s keep in mind says Banchero Costa, though that even in 2019 imports into Japan declined by -2.7% y-o-y, and in 2018 they declined by -0.5% y-o-y. When it comes to last year, the worst was in the third and fourth quarters.
In 1Q 2020, Japan imported 45.7 mln tonnes of coal, which was a positive +3.2% y-o-y increase. In 2Q 2020, imports continued at 39.8 mln tonnes, fairly flat at +0.3% y-o-y (2Q has been seasonally weak for a number of years). In 3Q 2020, imports into Japan stayed at 39.8 mln tonnes, but this was actually down -10.5% y-o-y from the same quarter in 2019. In 4Q 2020, imports nudged upwards to 41.5 mln tonnes, but this again was down -8.4% y-o-y, said Banchero Costa.
Volumes nudged up again in the first quarter of 2021, with Japan importing 44.6 mln tonnes of coal, which was a -2.4% y-o-y decline from the levels of 1Q 2020.
The report from Banchero Costa further said, the second quarter of 2021 was very weak, with just 37.9 mln tonnes, down -4.8% y-o-y from the second quarter of last year. In July 2021 things suddenly improved quite a lot, with 15.6 mln tonnes, which was +26.2% up month-on-month from June 2021, up +9.3% y-o-y from July 2020, and almost identical to the 15.9 mln tonnes recorded in July 2019. Overall in the first 7 months of 2021, Japan imported 98.1 mln tonnes of coal, which was down -1.7% y-o-y from the same period in 2020.
According to Banchero Costa, In terms of sources of coal imports to Japan, things changed a lot.
Australia, which was already the top coal exporter to Japan, further increased volumes as they had to divert the cargoes that in the past they would have sold to China.
Imports to Japan from Australia increased by +9.9% y-o-y to 64.7 mln t in the first 7 months of 2021, from 58.8 mln tonnes in the same period of 2020.
Australia now accounts for 66% of Japan’s coal imports.
The second largest source for Japan’s coal imports is Indonesia, accounting for a 12% share.
Shipments from Indonesia to Japan declined by -26.3% y-o-y to 11.9 mln tonnes in the first 7 months of 2021, from 16.2 mln tonnes in the same period of 2020.
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Friday, 27 August 21
THE ECONOMICS OF INDONESIA’S DIESEL POWER PLANT TO GAS CONVERSION PLAN ARE PROBLEMATIC - IEEFA
Deploying new small-scale LNG is an uphill battle for PGN
Indonesian gas is currently in a precarious position, where the government needs to ...
Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
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- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Thai Mozambique Logistica
- Siam City Cement - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Ind-Barath Power Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Planning Commission, India
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Sical Logistics Limited - India
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- PTC India Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- McConnell Dowell - Australia
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
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