Download - Monthly S Coal P E Update 21
Port Anlaysis
COAL & COKE TRAFFIC AT INDIAN PORTS (QTY IN MT)
MAJOR COAL & COKE IMPORTERS (QTY IN MT)
MAJOR COAL & COKE ORIGIN COUNTRYWISE IMPORTS (QTY IN MT)
Market Overview And Trends
Highlights
Contents
Disclaimer: The information contained in this market update is drawn from wide range of newspapers, business and trade magazines,
government, company and industry association websites. While all possible care is taken to verify the correctness and authenticity of
information contained in this compilation, no claim to independent authorship of articles is implied or intended. Readers are expected
to make their own independent evaluation and verification of information for their use. While all information contained in this report
are believed to be correct, the editors of this compilation or J. M. Baxi & Co. do not guarantee the quotes or other data and the same is
provided only in good faith.
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SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 3
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PORT NAME Apr- July - 21 Apr- July - 20 VARIANCE
ANGRE 41000 0 41000
BEDI 700429 368665 331764
BHAVNAGAR 406340 696371 -290031
DAHEJ 1167519 2274282 -1106763
DHAMRA 3665585 6558958 -2893373
DHARAMTAR 408941 838295 -429354
DIAMOND HARBOUR 53143 0 53143
ENNORE 4428737 7460249 -3031512
GANGAVARAM 4185795 6662307 -2476512
GOPALPUR 37681 473742 -436061
HALDIA 2938604 4220728 -1282124
HAZIRA 1866531 4032356 -2165825
JAIGAD 2612793 2429440 183353
KAKINADA 560424 731085 -170661
KANDLA 3350867 3661727 -310860
KARAIKAL 2224617 1440239 784378
KRISHNAPATNAM 8523563 10749315 -2225752
MAGDALLA 809526.9 878499 -68972
MANGALORE 1081879 1692861 -610982
MORMUGAO 3195767 3158219 37548
MUMBAI 535241 928512 -393271
MUNDRA 7316108 8791767 -1475659
NAVLAKHI 1488273 2914849 -1426576
OKHA 276686 383348 -106662
PARADIP 10890065 14162738 -3272673
PIPAVAV 373502.7 626801 -253298
PORBANDAR 66600 101806 -35206
RANPAR 55000 0 55000
SAGAR ROADS 0 133800 -133800
SALAYA 1124099 727804 396295
TUNA 1199273 2542846 -1343573
TUTICORIN 4337912 4274318 63594
VISAKHAPATNAM 3599416 5247268 -1647852
VIJAYDURG 0 139443 -139443
Grand Total 73521918 99304852 -25782935
COAL & COKE TRAFFIC AT INDIAN PORTS (QTY IN MT)
SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 5
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IMPORTERS CARGO QTY
ADANI COAL TRDG. CORPN. STEAMING COAL 27890
ADANI ENTERPRISES LTD.
COAL 676187
INDUSTRIAL COAL 44000
NON COKING COAL 258215
STEAMING COAL 229993
THERMAL COAL 162558
ADANI POWER LTD. STEAMING COAL 650622
ADITYA BIRLA NUVO LTD. COAL 72804
AGARWAL COAL CORPN.
COAL 124036
STEAM NON COKING COAL 105000
STEAMING COAL 72000
AGARWAL CORPN. PVT. LTD.
INDUSTRIAL COAL 98391
STEAMING COAL 10000
ARCELOR MITTAL NIPPON STEEL INDIA LTD.
COAL 385150
COKING COAL 59830
MET COKE 45000
AT TRADE OVERSEAS PVT. LTD. NON COKING COAL 74025
BALAJI COAL PVT. LTD. INDUSTRIAL COAL 71600
BHATIA COAL CORPN. COAL 152863
BHUSAN POWER & STEEL LTD. COKING COAL 75654
BHUSHAN POWER AND STEEL LTD. COKING COAL 135531
COASTAL GUJARAT POWER LTD. STEAMING COAL 339591
DELTA GLOBAL RESOURCES PVT. LTD. COAL 70879
DEVENDRAN COAL INTL. PVT. LTD.
INDUSTRIAL COAL 75348
STEAMING COAL 35000
DHAR COAL LTD. INDUSTRIAL COAL 56380
ELECTRO STEEL LTD. COKING COAL 43961
GLOBAL COAL AND MINING PVT. LTD. R.P. COKE 12100
GRASIM INDUSTRIES LTD. COAL 75000
GREEN GOLD TIMBERS PVT. LTD. NON COKING COAL 51415
HONGSHI SHIVAM CEMENT PVT. LTD. COAL 19749
INDIA CEMENTS LTD. COAL 29646
INDIA COKE AND POWER PVT. LTD.
ANTHRACITE COAL 51516
COAL 61690
LAM COKE 27500
STEAMING COAL 319748
INDIA COKE PVT. LTD. COAL 60500
MAJOR COAL & COKE IMPORTERS (QTY IN MT)
6 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021
COKE BREEZE 25000
STEAMING COAL 80865
INDIAN COKE POWER PVT. LTD. COAL 50000
INDUSTRIAL COAL 88175
J. K. FUELS STEAMING COAL 102125
JINDAL STEEL AND POWER LTD. ANTHRACITE COAL 79100
COKING COAL 277267
PCI COAL 170085
JINDAL STEEL WORKS LTD. COKING COAL 754065
JSW ENERGY LTD. STEAMING COAL 33900
JSW STEEL LTD.
COAL 42098
COKING COAL 571277
STEAMING COAL 354505
KANISHKA OVERSEAS COAL 8984
MOHIT MINERALS PVT. LTD.
INDUSTRIAL COAL 50000
STEAMING COAL 10000
NAYARA ENERGY LTD. (ESSAR OIL LTD.) COAL 159000
NIRMA LTD. COAL 51530
OPG POWER GENERATION PVT. LTD. STEAMING COAL 77596
PENNA CEMENT INDUS. LTD. COAL 99005
RAIN CII CARBON (I) LTD. PET COKE 29436
RASHMI METALIKS PVT. LTD. COKE BREEZE 11133
RASHTRIYA ISPAT NIGAM LTD.
COKING COAL 230468
NON COKING COAL 38000
RAWMET CO. STEAMING COAL 30000
RAWMET COMMODDITIES PVT. LTD.
COAL 84067
COKING COAL 81882
RAYALASEEMA THERMAL POWER PLANT STEAMING COAL 55000
RELIANCE INDUS. LTD. COAL 71480
RIDDHI SIDDHI CEMENTS LTD. COAL 12000
SANDUR POWER CO. PVT. LTD. STEAMING COAL 33000
SANVIRA INDUS. LTD., PET COKE 37512
SAURYA CEMENT CO. COAL 15600
SEMBCORP ENERGY INDIA LTD. COAL 150793
SHIVAM CEMENTS AND COAL LTD. COAL 7850
SHREE CEMENT LTD. COKING COAL 165000
SHUBHASHREE AGNI COAL 7800
STEEL AUTHORITY OF INDIA LTD. COKING COAL 1160160
STEEL MONT PVT. LTD. STEAMING COAL 29149
SWISS SINGAPORE INDIA PVT. LTD. STEAMING COAL 14117
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SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 7
COUNTRIES August - 2021 QTY
AUSTRALIA
COAL 772417
COKING COAL 2549347
PCI COAL 447053
STEAMING COAL 513620
CHINA
CALCINED PET COKE 58587
COAL 316229
COKING COAL 81882
LAM COKE 27500
PCI COAL 81795
PET COKE 29436
STEAMING COAL 33000
MAJOR COAL & COKE ORIGIN COUNTRYWISE IMPORTS (QTY IN MT)
SWISS SINGAPORE OVERSEAS ENT. PTE LTD. STEAMING COAL 164986
TAMILNADU NEWSPRINT AND PAPERS LTD. INDUSTRIAL COAL 57000
TARAN JYOT COAL 54700
TATA POWER CO. LTD.
COAL 49200
STEAM NON COKING COAL 49602
TATA STEEL BSL LTD.
COKING COAL 89450
PCI COAL 178324
STEAMING COAL 49322
TATA STEEL LONG PRODUCTS LTD.
COKING COAL 15000
PCI COAL 35906
STEAMING COAL 30000
TATA STEEL LTD.
COAL 314941
COKING COAL 454033
PCI COAL 406117
TRAFIGURA INDIA PVT. LTD. COAL 44000
TRIDENT AND MINERALS STEAMING COAL 56350
TURNREST RESOURCES PVT. LTD. COAL 76350
ULTRATECH CEMENT LTD.
COAL 165000
NON COKING COAL 122000
PET COKE 55000
STEAMING COAL 203497
V.R. PETROCHEM INDUSTRIAL COAL 30000
VEDANTA ALUMINIUM LTD.
CALCINED PET COKE 58587
COKING COAL 20000
VEDANTA LTD. SEZ UNIT COKING COAL 62312
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8 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021
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EGYPT
ANTHRACITE COAL 51516
COKE BREEZE 25000
COKING COAL 45000
NON COKING COAL 122000
INDONESIA
COAL 841095
COKING COAL 71000
INDUSTRIAL COAL 487503
NON COKING COAL 125440
STEAM NON COKING COAL 154602
STEAMING COAL 1431111
THERMAL COAL 162558
JORDAN STEAMING COAL 47796
MALAYSIA R.P. COKE 12100
MOZAMBIQUE
COAL 165000
COKING COAL 117085
NON COKING COAL 38000
NORWAY COAL 61690
POLAND MET COKE 45000
RUSSIA
ANTHRACITE COAL 79100
COAL 60000
COKING COAL 40000
PCI COAL 308409
STEAMING COAL 108553
SAUDI ARABIA PET COKE 55000
SINGAPORE INDUSTRIAL COAL 83391
SOUTH AFRICA
COAL 283007
COKING COAL 163104
NON COKING COAL 258215
STEAMING COAL 789277
TAIWAN COKING COAL 59830
UNITED KINGDOM COKING COAL 33680
UNITED STATES
COAL 99005
COKING COAL 165000
PET COKE 37512
STEAMING COAL 227306
VIETNAM COAL 71480
VIRGINIA COKING COAL 33585
SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 9
HIGHLIGHTS
Amid rising power demand, coal stock at 57 power plants ‘critical’
01
Regulation of coal supply to power plants to free up 1.77 lakh tonnes: Power ministry
02
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12 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021
Coal imports plunge with Adani, Tata Power slashing purchases
Coal India-led Northern Coalfields dispatches highest ever coal of 3.87 lakh tonnes in a single day
04
03
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SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 13
Coal stock at 57 thermal power stations representing about 21% of the country’s total generation capacity have become ‘critical’ or ‘super critical’ amid rising electricity demand, prompting the power ministry to regulate for a week fuel supply to plants that have stocks for 14 days so that inventories can be built up at the units facing a crunch. Central Electricity Authority documents show five plants with ‘zero’ coal stock and running on daily supplies. Six plants have a day’s buffer stock, while 15 plants have inventories for three days, 13 plants for four days, four plants for five days, three stations for six days and two units have stocks to last a week. Industry executives blame the low fuel stocks on poor supply and lack of advance planning in anticipation of rising power demand. But Coal India Ltd, which accounts for 80% of domestic production, blamed the reduced inventories on generators failing to heed its advice given since October 2020 to stock up for summer and monsoon when electricity demand spikes. A CIL executive told TOI the company supplied 196.6 MT
(million tonne) of coal to the power sector in the April-August period, or 6.5% more than 184 MT in the same period of pre-pandemic 2019. “Coal stock at power plants was 24 MT at the end of July, almost at par with stocks in the previous five years. It could have been higher if generators had not regulated offtake,” the executive said. The arguments indicate that no one prepared for the sharp rebound in power demand or put too much emphasis on renewables. Power demand rose at 8% and 12% in the third and fourth quarters of 2020-21 and continues, jumping 18% in July. As a result the average plant load factor of thermal plants too has risen above 60% from about 52% as hydel production came down. Power Secretary Alok Kumar set up a core management committee with representatives of the power ministry, CEA and CIL for daily monitoring of the situation. A ministry statement said power plants have been asked to send requests for priority loading or supply issues at a centralised email id so that they can be addressed promptly
Source: ET Energy World
Amid rising power demand, coal stock at 57 power plants ‘critical’01
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Central Electricity Authority documents show five plants with ‘zero’ coal stock and running on daily supplies.
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14 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021
Source: Et Energy World
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The second unit of NTPC Daralipali will achieve commercial operation from 0000 hrs of September 1, and thus additional 800 megawatt (MW) generation would be added in the total fleet.
“Regulation of coal supply to power plants to free up 1.77 lakh tonnes: Power ministry02Regulation of coal supply to power plants that have more than 15 days of fuel stock will free up around 1.77 lakh tonnes of coal from 26 stations, said the power ministry. Power Secretary Alok Kumar on Sunday reviewed the report of the core management team (CMT) to ensure daily close monitoring of coal stock position at thermal power plants (TPPs), the power ministry said in a statement. CMT comprises representatives from the power ministry, Central Electricity Authority (CEA), Coal India Ltd (CIL) and Railways. During the meeting, some facts emerged which will ease out the coal stock position at TPPs and will ensure uninterrupted power supply. Firstly, it stated, the regulation of the coal to the power plants having more than 15 days' stock would free up around 1.77 lakh tone of coal from 26 stations. This coal has been redistributed to the plants having supercritical and critical coal stocks at power plants. NTPC Daralipali (2 x 800 MW) plant is getting coal supply from captive mine of Odisha Coal and Power Ltd (OCPL), it stated. The second unit of NTPC Daralipali will achieve commercial operation from 0000 hrs of September 1, and thus additional 800 megawatt (MW) generation would be added in the total fleet. Damodar Valley Corporation (DVC) will clear dues to the tune of Rs 1,200 crore to the different CIL subsidiaries within a week, which will augment the coal supply to different plants of DVC. This would ramp up the power generation from DVC plants from the current level of 61 per cent to a PLF (plant load factor) of 90
per cent. The 1,000-MW Kudankulam Nuclear Power Plant would be back on bar before September 2 and replace some portion of coal generation, thereby reducing pressure on coal requirements, it stated. Around 6,000 MW capacity of thermal power plants at western coast at Mundra designed on imported coal have around 30 days of coal stock and are not supplying power due to power purchage agreement (PPA)-related issues. A meeting will take place on Monday by the Ministry of Power to resolve the issues, so that power from these units can contribute to the overall generation to ease pressure on domestic coal requirement, it added. NLC India has confirmed that the lignite production from its mines at Neyveli is going on well and a 500-MW unit at Neyveli, which was under shut down, shall be back in service from September 1, it stated. NLC India will be ready to generate more than 90 per cent of its capacity, it added. One more unit of 250 MW, which is currently under annual overhauling, will be ready to be synchronised by September 10, after which all units will be available for generation achieving about 92 per cent PLF. The current production of lignite from NLC mines is to the tune of 85,000 tonnes per day and it can further augment its production as per requirements, it added. CMT is closely monitoring the coal stocks on a daily basis and ensuring follow-up actions with CIL and Railways to improve the coal supply to power plants, the ministry said
“
SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 15
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Coal India-led subsidiary, Northern Coalfields Limited (NCL) has dispatched the highest ever coal in a single day. NCL's offtake grew to a whopping 3.87 lakh tonnes. This happened on August 27, 2021 As per the Coal Ministry data, NCL has also sent the highest ever, 38 Coal Rakes of Indian Railway to upcountry coal consumers of Rajasthan, Uttar Pradesh, Haryana, Gujarat, Delhi, and other states fulfilling the energy requirements of the country in this pandemic time. Further, NCL dispatches its majority of coal through eco-friendly modes like Indian Railway Rakes, Merry-Go-Round (MGR), and Belt Pipe Conveyor. In FY 20-21 NCL dispatched over 87% of its coal through these modes of transportation. In a pro-environmental step, a 24% reduction
in coal transportation from the road was seen in the last fiscal. Keeping up the pace with the growing demand for energy, NCL has dispatched 46.19 MT of coal to date with y-o-y growth of 17% in FY 21-22. The company has been entrusted with 119 MT of Coal Production and 126.5 MT of Coal Dispatch in this fiscal. NCL is Singrauli based Miniratna company of the Government of India. It operates with 10 highly mechanized opencast coal mines and accounts for 15 per cent of national coal production. The company had produced over 115 million tonnes of coal in the last fiscal. "The breakwater should be completed by March," Mr. Sugavanam said, adding Ghana's Tema LNG is currently using the facility for storing LNG
Source: Business Standard
Coal India-led Northern Coalfields dispatches highest ever coal of 3.87 lakh tonnes in a single day03
NCL is Singrauli based Miniratna company of the Government of India. NCL is Singrauli based Miniratna company of the Government of India.
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16 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021
Imports fell 47 per cent over the year
to about 2.1 million tonnes, the lowest since August 2015,
according to data from the Central Electricity Authority
05
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Coal imports by India’s power plants fell to the lowest level in almost six years in July as top buyers Adani Power and Tata Power Co. slashed purchases amid soaring prices. Imports fell 47 per cent over the year to about 2.1 million tons, the lowest since at least August 2015, data from the Central Electricity Authority show. Adani and Tata plants at Mundra on the west coast led the declines. Plants such as those — which rely primarily on imports — have cut back on generation, due to fixed-price contracts with electricity buyers. That has increased the load on facilities fed with domestic coal at a time when electricity demand is accelerating, causing a shortage in supplies. Inventories are diminishing quickly, putting a rising number of plants at risk of shutdown.
High international pricesSeaborne coal prices have surged as parts of the world recover from the pandemic amid supply bottlenecks. The commodity shipped
from Australia’s Newcastle port is now more than three times more expensive than it was a year ago. Imports aren’t likely to pick up as long as international prices remain high, said Rupesh Sankhe, Vice-President at Elara Capital India in Mumbai. “At such high coal prices, electricity becomes expensive for distribution companies,” he said. “In the absence of imports, there’s going to be pressure on Coal India to bridge the supply gap,” he added, referring to the State-run producer. Adani’s plant at Mundra in July imported 45 per cent less than a year earlier, while shipments received at Tata’s facility fell by 63 per cent. The two plants accounted for more than half of all coal imports by India’s power stations in the fiscal year through March. At the end of August, both Adani and Tata had put at least 80 per cent of their capacity at Mundra under outage, citing reasons including fuel shortages, according to Power Ministry data
Coal imports plunge with Adani, Tata Power slashing purchases04
Source: The Hindu Buisness Line
SEPTEMBER 2021 | J. M. Baxi & Co. COAL Update 17
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