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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
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- Coal and Oil Company - UAE
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- PTC India Limited - India
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- White Energy Company Limited
- Commonwealth Bank - Australia
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
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