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Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
 During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistical challenges started to emerge. Two years after the start of the war in Ukraine, sanctions on Russia are limiting the country’s ability to export coal.
A significant portion of Russian coal is sourced from Siberia and transported to Russian ports by rail. Since the start of the war in Ukraine, railways in Russia have been under pressure as sanctions pushed Russia’s coal exports eastwards. In 2023, China was the destination for 41% of Russian coal shipments.
Sanctions on Russia have added further pressure to logistics, culminating in lower effectiveness and reliability of railway transport since October 2023. Russian railway transport is reported to be challenged with difficulties in securing imports of spare parts such as specialized lubricants, proprietary bearings and electronic components. Efforts to circumvent this issue by replacing imports with domestic equipment have fallen short, as these substitutes are often of lower quality.
The overall impact of poor Russian logistics on the dry bulk market seems to be marginal, as global coal supply is ample. In the period since October 2023, global coal shipments have increased by 7% y/y despite the loss of Russian coal. Consequently, it seems that Russia is bearing the brunt of the impact.
The impact of lower coal shipments on sailing distances also seems to be residual. Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.
Despite the obstacles that Russia is facing, the government seems determined to boost coal exports to China. Russia is working to increase coal mining and remove bottlenecks in their infrastructure. Two major railways in Siberia will be electrified and an agreement was reached to build a new railway bridge between Russia and China. If Russia is successful, exports over land to China could increase, replacing some of Russia’s coal shipments.
Even as Russia invests in infrastructure, it is possible that total coal exports to China will not significantly increase. The IEA estimates that China’s coal demand may have peaked in 2023, limiting further export growth. Furthermore, it might be difficult for Russia to find new trade partners amid sanctions and competition from other exporters such as Indonesia and Australia.
Source: BIMCO
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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
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- Toyota Tsusho Corporation, Japan
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- Eastern Coal Council - USA
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- Indian Energy Exchange, India
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- International Coal Ventures Pvt Ltd - India
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- Energy Link Ltd, New Zealand
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- Iligan Light & Power Inc, Philippines
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- Xindia Steels Limited - India
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- Kartika Selabumi Mining - Indonesia
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- PNOC Exploration Corporation - Philippines
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- Attock Cement Pakistan Limited
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- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
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- Electricity Generating Authority of Thailand
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- The State Trading Corporation of India Ltd
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- Directorate General of MIneral and Coal - Indonesia
- Renaissance Capital - South Africa
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- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
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- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
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- Wood Mackenzie - Singapore
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- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
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- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- The Treasury - Australian Government
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- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
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- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
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- Australian Commodity Traders Exchange
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- Karbindo Abesyapradhi - Indoneisa
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- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
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- San Jose City I Power Corp, Philippines
- Indonesian Coal Mining Association
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- White Energy Company Limited
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- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
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- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
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