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Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
 2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of things returning back to “normal”.
In the first 9 months of 2021, global seaborne coal trade increased by +4.7% y-o-y to 884.9 mln tonnes, from 845.2 mln tonnes in the January-September 2020 period. However, this is still -8.9% from 971.8 mln tonnes in Jan-Sep 2019. The worst was in the first quarter, as 1Q 2021 recorded a -8.2% y-o-y decline to 278.0 mln t, which was also a massive -12.6% down compared to the (pre-Covid) first quarter of 2019, Banchero Costa said in its market report.
In the second quarter of 2021, According to Banchero Costa, global coal loadings reached 298.3 mln tonnes, which was +8.7% y-o-y compared to 2Q 2020, and down -9.7% compared to 2Q 2019. The third quarter of 2021 was even better, with global coal volumes reaching 308.5 mln tonnes, which was +15.2% up y-o-y from 3Q 2020, although this was still down -4.6% compared to 3Q 2019.
Australia is still very much the top exporter of coal worldwide, with 30.8% of global seaborne coal exports this year, ahead of Indonesia’s 27.9% share. The main coal export terminals in Australia are Newcastle (156.1 mln tonnes loaded in Jan-Dec 2020), Hay Point (93.5 mln), Gladstone (67.8 mln), Abbot Point (28.8 mln), and Port Kembla (6.7 mln). Coal shipments from Australia have been fairly steady last year, without too much seasonality being seen.
Banchero Costa further noted that, In the first 3 months of 2020, Australia exported 90.3 mln tonnes of coal, which was down just -1.7% y-o-y. However this percentage reflects a fairly weak Q1 in 2019. The second quarter of 2020 saw shipments of 91.3 mln tonnes from Australia, down -9.2% y-o-y. In the third quarter, imports inched downwards to 87.1 mln tonnes, which was down -10.9% y-o-y from the same quarter in 2019.
The fourth quarter of 2020 saw an improvement to 89.1 mln tonnes, which was down -8.9% y-o-y. Volumes were even weaker in the first quarter of 2021, with Australia exporting 85.1 mln tonnes of coal, which was a -5.8% y-o-y decline from the levels of 1Q 2020, and down -7.4% from the first quarter of 2019.
In the second quarter of 2021, Banchero Costa said, Australia exported 91.2 mln tonnes, down just -0.1% y-o-y from the (weak) second quarter of last year, but down -9.3% from the same quarter of 2019. In 3Q 2021 things suddenly improved quite a lot, with 96.1 mln tonnes, which was +10.3% up y-o-y from 3Q 2020, and just -1.8% below the 97.8 mln tonnes in J3Q 2019. Overall in the first 9 months of 2021, Australia exported 272.3 mln tonnes of coal, which was up +1.3% y-o-y from the same period in 2020, although still down -6.2% from the same period of 2019. Nevertheless, there have been quite remarkable reshuffles in terms of trade patterns this year. Coal exports from Australia to Mainland China declined by -96.9% y-o-y in Jan-Oct 2021, to just 2.0 mln tonnes.
According to Banchero Costa's market report, China was the destination for just 0.7% of Australia’s coal this year. Pretty much the opposite happened to India. In Jan-Oct 2021, Australia exported 51.6 mln tonnes of coal to India, up +74.0% y-o-y. India is now the destination for 19% of all Australian coal exports. Similar growth was also seen to South Korea. Australia exported 47.2 mln tonnes of coal to Korea in this period, which represents an increase of +50.6% y-o-y.
Banchero Costa also noted, shipments from Australia to the European Union also surged by +38.4% y-o-y to 11.2 mln tonnes. The top destination however is still Japan, with 84.7 mln tonnes in Jan- Oct 2021, up by +16.7% y-o-y.
Japan is now the destination for 31.1% of Australia’s coal exports, with Korea 17.3%, Taiwan 9.8% and the EU at 4.1%.
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Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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- MS Steel International - UAE
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Planning Commission, India
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Intertek Mineral Services - Indonesia
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- The University of Queensland
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Sakthi Sugars Limited - India
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
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