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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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, 02 August 24
COAL MARKET DEVELOPMENTS: FALLING PRICES AMID RECORD-HIGH OUTPUT - WORLD BANK
Coal prices inched up in May (m/m) following an 8 percent decline in 2024Q1. The Australian and South African benchmarks have plummeted more ...
Friday, 26 July 24
FUELEU MARITME IS COMING. IS YOUR CHARTERPARTY READY? - GARD
With less than six months to implementation of FuelEU Maritime in EU and EEA trades, there has been little published advice regarding how to alloca ...
Thursday, 04 July 24
INDIA'S COAL PRODUCTION RISES 14% IN JUNE - PTI
The country’s coal production rose by 14.49% to 84.63 million tonne (MT) in June. The country’s coal output was 73.92 MT in June last f ...
Tuesday, 02 July 24
NTPC CAPTIVE COAL OUTPUT GROWS 15% IN Q1; DESPATCH RISES 17%
State-owned NTPC on Monday reported a 15 per cent year-on-year increase in the production of coal from captives mines to 9.862 metric million tonne ...
Friday, 28 June 24
KOSPO INVITED BIDS FOR 400,000 MT OF MINIMUM 4000 NCV COAL FOR FIVE YEARS
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for total 400,000 MT of Low Calorific Value Coal for 5 years starting from July 2024 until ...
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Showing 6 to 10 news of total 6871 |
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- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Kumho Petrochemical, South Korea
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- TeaM Sual Corporation - Philippines
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- White Energy Company Limited
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- The University of Queensland
- Tamil Nadu electricity Board
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Salva Resources Pvt Ltd - India
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Indonesian Coal Mining Association
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
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