monthly s coal p e update 21

Monthly Coal Update

SEP21

J . M . B A X I . & C O .

M A R I N E S E R V I C E S

2 J. M. Baxi & Co. COAL Update | SEPTEMBER 2021

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)


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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.


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.


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


INDIA COKE PVT. LTD. COAL 60500

MAJOR COAL & COKE IMPORTERS (QTY IN MT)


COKE BREEZE 25000

STEAMING COAL 80865

INDIAN COKE POWER PVT. LTD. COAL 50000


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


KANISHKA OVERSEAS COAL 8984

MOHIT MINERALS PVT. LTD.


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


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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COUNTRIES August - 2021 QTY

AUSTRALIA

COAL 772417

COKING COAL 2549347

PCI COAL 447053


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


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


PET COKE 55000


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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EGYPT


COKE BREEZE 25000

COKING COAL 45000


INDONESIA

COAL 841095

COKING COAL 71000





THERMAL COAL 162558

JORDAN STEAMING COAL 47796

MALAYSIA R.P. COKE 12100

MOZAMBIQUE

COAL 165000

COKING COAL 117085


NORWAY COAL 61690

POLAND MET COKE 45000

RUSSIA


COAL 60000

COKING COAL 40000

PCI COAL 308409


SAUDI ARABIA PET COKE 55000

SINGAPORE INDUSTRIAL COAL 83391

SOUTH AFRICA

COAL 283007

COKING COAL 163104



TAIWAN COKING COAL 59830

UNITED KINGDOM COKING COAL 33680

UNITED STATES

COAL 99005

COKING COAL 165000

PET COKE 37512


VIETNAM COAL 71480

VIRGINIA COKING COAL 33585


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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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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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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.

“

“


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

“


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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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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


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monthly s coal p e update 21

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