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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 Shipments from Russia have below average sailing distance, but they have been replaced by shipments with similar distances.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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Wednesday, 20 January 16
SHIPPING MARKET INSIGHT - NASOS SOULAKIS
If you believe in the “January effect”, the theory according to which the beginning of a new year has a positive effect on financial in ...
Tuesday, 19 January 16
HAPPY NEW YEAR, COAL PRODUCERS! OR MAYBE NOT - ANDY ROBERTS
To coal producers, 2015 must have seemed far longer than 365 days. From their perspective, as bad as markets were at the beginning of the year, and ...
Tuesday, 19 January 16
COALTRANS ASIA IS RETURNING TO BALI
22nd Coaltrans Asia
Coaltrans Asia is returning to Bali to bring together over 1000 industry decision makers and thought leaders for three day ...
Monday, 18 January 16
INDONESIAN 5700 GAR COAL INDEX ROSE 0.60% WEEK OVER WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin decline slightly week over week to averaging $39.93 per ton on this past Friday, acc ...
Monday, 18 January 16
BALTIC DRY SHIPPING INDEX DROPS TO 373 POINTS; DECLINE 13% WEEK OVER WEEK
COALspot.com: The freight market dropped this week as the BDI declined further 13 percent to 373 points week over week. The Cape index ...
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- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- PowerSource Philippines DevCo
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Power Finance Corporation Ltd., India
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- Malabar Cements Ltd - India
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
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