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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
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- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bhatia International Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Marubeni Corporation - India
- Australian Coal Association
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- Vedanta Resources Plc - India
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- The University of Queensland
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Commonwealth Bank - Australia
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
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