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Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
 Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its latest report.
According to Banchero Costa, In Jan-Jul 2024 the positive trend continued, with global coal loadings increasing by +1.8% y-o-y to 783.0 mln t, from 768.9 mln t in the same period last year, based on vessel tracking data from AXS Marine. In Jan-Jul 2024, exports from Indonesia increased by +8.4% y-o-y to 300.7 mln t, whilst from Australia were up +1.1% y-o-y to 200.0 mln t.
Russian coal exports declined by -14.0% y-o-y to 96.9 mln t in Jan-Jul 2024, from the USA increased by +5.5% y-o-y to 51.3 mln t, from South Africa declined -5.0% y-o-y to 33.7 mln t, the report further noted. Shipments from Colombia increased by +9.3% y-o-y to 34.7 mln t in Jan- Jul 2024, from Canada increased by +1.3% y-o-y to 29.0 mln t, and from Mozambique were down by -7.4% y-o-y to 12.5 mln t.
Banchero Costa Research's weekly report also says, seaborne coal imports into Mainland China increased by +10.9% y-o-y to 230.2 mln t in Jan-Jul 2024, to India increased by +9.9% y-o-y to 146.6 mln t, to Japan declined by -5.1% y-o-y to 88.2 mln t in Jan-Jul 2024. Shipments to South Korea declined by -6.8% y-o-y to 64.6 mln t, to Vietnam surged by +27.7% y-o-y to 35.7 mln t, to the EU down -39.7% y-o-y to 35.2 mln tonnes, to Taiwan declined by -2.2% y-o-y to 33.6 mln tonnes in Jan-Jul 2024.
According to the report, India is the world’s second largest seaborne importer of coal after Mainland China, accounting for 18.7% of the global seaborne coal market so far in 2024.
Import volumes into India were relatively depressed during 2020 and 2021, due to disruption from Covid-19, but bounced back to near all- time records in 2022. Total seaborne coal imports into India in 2022 reached 225.4 mln tonnes, +10.3% y-o-y, according to AXS Marine vessel tracking data. In 2023, India imported 240.8 mln t of coal, up +6.9% y-o-y. 34% of coal volumes delivered into India in 2023 were loaded on Capesize vessels, with 8% on Post-Panamax vessels, 36% on Panamax tonnage, and 22% on Supramaxes. About 60 percent of coal imports into India are delivered to the East coast of the country, primarily to the states of Odisha and Andhra Pradesh. The majority of the rest is discharged in the North-Western state of Gujarat, India’s most industrialized state, which alone accounts for 30 percent of India’s total coal imports, the report says.
The main coal import terminals in India are:
Mundra in Gujarat (24.6 mln t discharged in Jan-Dec 2023), Paradip (22.7 mln t), Krishnapatnam (21.6 mln t), Dhamra in Odisha (20.6 mln t), Visakhapatnam (20.5 mln t),Gangavaram in Andhra Pradesh (18.9 mln t), Hazira (13.3 mln t), Jaigad (12.4 mln t), Ennore (9.5 mlnt), Kandla (9.3 mln t), Tuticorin (8.1 mln t), Mumbai (7.0 mln t), New Mangalore (6.7 mln t), Dahej (6.6 mln t), Mormugao (5.8 mln t). Trade patterns for Indian imports saw significant shifts due to both commercial and political factors.
Indonesia continues to be the top exporter of coal to India, accounting for 42% of total Indian imports in Jan-Dec 2023. In Jan-Dec 2023, shipments from Indonesia to India declined by -3.3% y-o-y to 100.5 mln tonnes but were still above the 71.6 mln t in 2021. In Jan-Jul 2024 volumes from Indonesia to India rebounded back by +30.9% y-o-y to 65.9 mln t.
About 21% of imports, 50.2 mln t in Jan-Dec 2023, were shipped from Australia, down by -7.2% y-o-y from 54.2 mln t in 2022, and well below the 74.2 mln t in 2021. Shipments from Russia surged by a further +34.7% y-o-y in Jan-Dec 2023 to 25.3 mln tonnes, and well above the 7.3 mln t in Jan-Dec 2021, with Russia now accounting for 11% of Indian coal imports. South Africa exported 26.9 mln tonnes of coal to India in Jan-Dec 2023, up +33.9% y-o-y. Imports from the USA also surged by +53.8% y-o-y to 20.8 mln t.
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Monday, 19 June 23
DROUGHT-DEPLETED HYDROPOWER DRIVES CHINA TO TURN TO COAL - REUTERS
China has leant hard on coal-fired power plants as well as wind and solar generators to make up for a shortfall in hydroelectric generation as a re ...
Monday, 19 June 23
CHINA COAL OUTPUT UP 4.2 PCT IN MAY - XINHUA
China’s raw coal output posted steady growth in May, official data showed.
The country produced 390 million tonnes of raw coal ...
Wednesday, 24 May 23
AMMONIA-FUELLED BULK CARRIERS WITHIN FIVE YEARS - BALTIC EXCHANGE
Within five years, ships powered by clean ammonia could be a feature on the iron ore trade routes between West Australia and East Asia.
A study ...
Tuesday, 23 May 23
CHINA'S APRIL COAL OUTPUT LEAPS 11% ON YEAR, BUT DEMAND DOWNTURN LOOMS - REUTERS
China’s daily coal output in April jumped 11% from the same month a year earlier, boosted by Beijing’s order to increase supply to ensu ...
Tuesday, 23 May 23
INDIA: COAL OUTPUT UP 8.9%, SUPPLY RISES 11.7% IN APRIL - FINANCIAL EXPRESS
India’s coal production jumped 8.85% to 73.14 million tonne (MT) in April 2023 and the total coal despatch during the month went up 11.66% to ...
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- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Minerals Council of Australia
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- White Energy Company Limited
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
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