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Saturday, 02 July 22
GLOBAL SEABORNE COAL EXPORTS IN 2021 INCREASED BY 4.4% Y-O-Y TO 1147 MLN TONNES - BANCHERO COSTA
 In the full 12 months of 2021, global seaborne coal exports increased by +4.4% y-o-y to 1147 mln tonnes, from 1099 mln tonnes in 2020, according to vessels tracking data from Refinitiv. This was still well below the levels we had in pre-Covid times, being -10.1% down from the 1276 mln tonnes shipped during 2019. At the start of 2022, however, global coal trade declined again. In the Jan-May period of 2022, global seaborne coal loadings declined by -0.7% y-o-y to 461.5 mln tonnes, from 464.8 mln tonnes in the same period of last year, Banchero Costa Research says in its latest report.
Banchero Costa further noted that, most of the decline was in the month of January, which was particularly disappointing at just 76.7 mln t, down by -17.6% y-o-y from January 2021, and was due to export restrictions from Indonesia. In more recent months, shipments from Indonesia recovered strongly, whilst Russian exports have been partially curtails by sanctions.
Overall, in Jan-May 2022, shipments from Indonesia were down by -1.9% y-o-y to 131.2 mln tonnes. Exports from Australia in the same time period were down -0.8% y-o-y to 143.0 mln tonnes.
Shipments from Russia in Jan-May 2022 were down by -6.0% y-o-y to 68.1 mln tonnes. The month of May 2022 was very good overall, with global exports of 107.4 mln tonnes, up +9.3% y-o-y. In the month of May 2022, Indonesia exported 34.5 mln tonnes, up +20.0% from 28.8 mln tonnes in the same month in 2021, the research report from Banchero Costa noted.
According to the report, Australia exported 30.7 mln tonnes in May 2022, +6.3% y-o-y. From Russia it was 17.5 mln t, +1.8% y-o-y. From South Africa, volumes were down -21.0% y-o-y in May 2022 to 4.7 mln tonnes. Japan is still the third largest seaborne importer of coal worldwide after India and China, with a 15.8% share of global seaborne coal imports this year, just behind India’s 17.0% share and China’s 16.0%.
Coal shipments into Japan have been on a generally negative trend over the last decade, due to the country’s demographic and economic trends. In the full year 2018, imports into Japan declined by -1.2% y-o-y to 177.2 mln tonnes.
Banchero Costa also noted, in 2019, volumes declined by -4.3% y-o-y to 169.5 mln tonnes. In 2020, imports declined further by -3.1% y-o-y to 164.1 mln tonnes. In 2021, they rebounded by +4.5% yo-y to 171.6 mln tonnes. In the first 5 months of 2022, coal imports into Japan were again up by +2.3% y-o-y to 70.8 mln tonnes from 69.2 mln tonnes in the same period of last year.
The research report also said, there have been quite remarkable reshuffles in terms of trade patterns over the last few years, in large part as a consequence of China’s boycott of Australian coal. Coal exports from Australia to Mainland China declined by -98.7% y-o-y in Jan-Dec 2021, to just 0.9 mln tonnes, from 70.4 mln t in 2020. A large share of that coal ended up going to Japan. In Jan-Dec 2021, Australia exported 114.6 mln t of coal to Japan, up +14.1% y-o-y, from 100.3 mln in 2020.
On the other hand, Banchero Costa research report said, shipments from Indonesia to Japan declined by -19.2% y-o-y in 2021 to 21.0 mln tonnes, from 26.0 mln t in 2020.
Imports from Russia to Japan declined slightly by -3.3% y-o-y in 2021 to 16.3 mln tonnes, from the record 16.9 mln tonnes in 2020. In the first 5 months of 2022, we have seen a sharp decline in imports from Russia, down by -21.4% y-o-y to 5.0 mln tonnes, from 6.4 mln t in the same period last year.
On the other hand, shipments from Indonesia to Japan rebounded by +14.7% y-o-y in the first 5 months of 2022 to 10.0 mln tonnes. From Australia they are also marginally up so far this year, by +1.2% y-o-y to 47.6 mln tonnes. Australia still accounts for 67.3% of Japan’s total coal imports, followed by Indonesia with a 14.2% share, Canada with 8.1%, and Russia with 7.1%.
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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Central Java Power - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Global Business Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Aditya Birla Group - India
- Bhatia International Limited - India
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Siam City Cement - Thailand
- International Coal Ventures Pvt Ltd - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Barasentosa Lestari - Indonesia
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
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