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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, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
Wednesday, 24 November 21
PRICE OF CHINA’S COAL FUTURE DROPS BY 60% AS NATIONWIDE DAILY OUTPUT REACHES OVER 12 MILLION TONS: NDRC - GLOBAL TIMES
China’s daily coal output has now stabilized after reaching over 12 million tons and the price of coal futures has declined to 800 yuan ($125 ...
Friday, 19 November 21
CHINA: COAL SUPPLIES TO STABILIZE FOR COMING COLD SEASON
China is capable of ensuring stable coal supplies this winter and next spring with the increase in coal production and the rising stockpiles at pow ...
Wednesday, 17 November 21
MARKET INSIGHT - INTERMODAL
It has been another declining week for the dry bulk market and evidently, we are seeing asset values gradually losing momentum as well. Following a ...
Tuesday, 16 November 21
EARNINGS RECOVERY IN INDONESIAN COAL TO CONTINUE THROUGH 2021, BUT SLOW IN 2022 - FITCH RATINGS
The recovery in the operating and financial performance of Indonesian coal miners and coal contractors is likely to slow in 2022, but coal prices s ...
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- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Coalindo Energy - Indonesia
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Agrawal Coal Company - India
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- IHS Mccloskey Coal Group - USA
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Binh Thuan Hamico - Vietnam
- Krishnapatnam Port Company Ltd. - India
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Siam City Cement - Thailand
- Renaissance Capital - South Africa
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- MS Steel International - UAE
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
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