We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 10 November 23
THE COMMODITIES FEED: OIL UNDER PRESSURE - ING
Energy – Brent plummets
The oil market came under significant pressure yesterday. ICE Brent settled 4.19% lower on the day and ...
Friday, 10 November 23
COAL USE AT U.S. POWER PLANTS CONTINUES DOWNWARD SPIRAL; FULL IMPACT ON MINES TO BE FELT IN 2024 - IEEFA
This year, the use of coal by the U.S.’s power producers has been so anemic that the fuel has not achieved a 20% market share in any month so ...
Friday, 10 November 23
INDIA: NATIONAL COAL INDEX RISES 3.83 POINTS IN SEPTEMBER AMID HIGHER DEMAND - LIVEMINT
The National Coal Index (NCI) rose 3.83 points to 143.91 in September amid growing demand for coal.
The union coal ministry on Tuesd ...
Thursday, 09 November 23
WE'RE PRODUCING TOO MUCH COAL, OIL AND GAS, REPORT SAYS - WSJ
World leaders pledged in 2015 to reduce emissions in a combined effort to limit climate change.
Now they are stepping up production ...
Thursday, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
|
|
|
Showing 76 to 80 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- Central Electricity Authority - India
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- MS Steel International - UAE
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- Eastern Energy - Thailand
|
| |
| |
|
