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S Africa coal imports to Europe jump 5-fold since invasion

(Montel) Europe’s taste for South African coal has grown sharply since Russia’s invasion of Ukraine six months ago, with imported volumes up five-fold over the period, as the region shuns supply from Russia.

South Africa exported around 5.3Mt from its main coal export terminal at Richards Bay since 24 February – when Russian troops first entered Ukraine – compared with just 0.83Mt in the same six-month period last year, Vessels Value ship tracking data showed this week.

As a result, shipments to Europe made up a fifth of the total exports, versus less than 3% last year.

In retaliation for Russia’s war in Ukraine, EU countries banned the import of Russian coal as of 10 August and South Africa quickly emerged as a frontrunner in replacing the supplies, which previously accounted for 60-70% of Europe’s coal.

“If you compare with last year, we are exporting much, much more coal Europe,” said Xavier Prevost, of Pretoria-based XMP Consulting.

Not full potential
But he noted South African producers were not able to reap such great rewards as they could have from the current situation.

“At the moment, we are missing a big chance to ship [coal] to Europe,” he said, adding if stocks at Richards Bay – which are at around 2-3Mt, versus previous years’ averages of 4-5Mt– were higher, much of the volume could be exported.

The Global Coal Richards Bay index has averaged USD 324/t since late February, up from just USD 110/t last year.

“We could do a lot better,” he said, adding one problem was limitations to rail network capacity serving the export hub, while there was also a lack of higher grade coal being produced, which is required by European utilities.

Some large exporters were attempting to overcome the logistical constraints by using alternative ports to Richards Bay, which currently handled nearly all of the country’s thermal coal exports, he said.

Prevost also said the country’s total coal production was likely to be down by 30-40Mt this year, to below 200Mt, as mining companies continued to suffer from economic fallout from the coronavirus pandemic.

Nevertheless, a coal trader with a large German utility said the country was importing “big time” from South Africa.

And he noted also that such volumes were set to continue, with some longer term contracts with South African exporters having been made.

Russian demise?
On the flip side, exports from Russia’s main western coal terminal at Ust-Luga, in the Baltic Sea, to European destinations were down nearly 40% over the period, to under 5Mt, the data showed.

A source close to the port said, however, there was no significant change to port operations, with exports instead mainly going long haul to China, India and North Africa.

He said the only likely impact to operations would be through Western vessels being unable to berth at Russian ports, due to EU sanctions or prohibitively high insurance premiums.

“But it’s not a problem yet,” he added.

Published by Montel News, 24 August 2022

This month's top international coal headlines

  • Instead of phasing down coal the world is burning more than ever — Bloomberg
  • Power outage halts Richards Bay Coal Terminal operations
    — McCloskey Coal Report
  • Weak buying interest weighs down on Indonesian thermal coal prices — Platts CTI
  • South Africa's MC Mining coal output rises 5% in July-Sep quarter — Platts CTI
  • Richards Bay prices hit fresh 8-month lows on weak Europe demand
    — Southern African Coal Report
  • Transnet confident of railing 60Mt coal this year despite strikes
    — Southern African Coal Report

2022 archive

October 2022
  • Nova Scotia touted its huge ‘green’ energy plant. Turns out it’s powered by coal
    — The Guardian
  • Europe’s coal import mix shifts as demand soar — Argus Media
  • Atlantic thermal coal prices fall to 8-month low — Platts CTI
  • High coal prices pose threat to local cement output
    — Southern African Coal Report
  • RB prices edge up from 8-month lows on India buying
    — Southern African Coal Report
  • SA coal exports gain from Russian invasion — IOL
  • Asian thermal coal trades thin as buyers remain on sidelines — Platts CTI
  • Atlantic thermal coal prices more stable as bids reappear — Platts CTI
  • China COVID curbs weigh on seaborne Indonesian thermal coal demand
    — Platts CTI
  • Australian miner TerraCom's coal sales fall 5% in Jul-Sep — Platts CTI
  • S Africa's Transnet reaches wage settlement with largest labour union — Platts CTI
  • Richards Bay prices hit 8-month low, amid softer European demand
    — Southern African Coal Report
  • Eskom says some corrupt suppliers tempted by coal arb opportunities
    — Southern African Coal Report
  • Transnet reaches wage deal with one of two striking unions
    — McCloskey Coal Report
  • South African coal exports at risk if strikes escalate — Montel
  • S African bulk mineral exporters losing $44.7 mil/day in exports amid strike: Minerals Council — Platts CTI
  • Atlantic thermal coal prices volatile on limited trade — Platts CTI
  • Transnet unions dig in for long strike, unnerving exporters
    — McCloskey Coal Report
  • India buys SA, Indonesia and Russia cargoes, eye Mozambique
    — McCloskey Coal Report
  • Fuel shortage warning for South Africa — BusinessTech
  • Rising Russian domestic demand largely offsets export drop in Jan-Jul
    — sxcoal.com
  • Pakistan's Thar coal mining expansion project launches, import prices steady
    — Platts CTI
  • Transnet strikes could lift Richards Bay prices from 7-month lows
    — Southern African Coal Report
  • Seriti mulls export options for New Largo mine — Southern African Coal Report
  • Desperate Europeans Return to the World’s Oldest Fuel for Warmth
    — BNN Bloomberg
  • Far From Dying, the Coal Industry Is Actually Booming — Bloomberg
  • Coal revival threatens to push power sector emissions to record — Bloomberg
  • Climate systems ‘breakdown’ looms as coal investments soar — Bloomberg
  • Thungela says Transnet strike unlikely to have significant impact on export sales — Mining Weekly
  • South Africa's Transnet declares force majeure on port terminal operations
    — Platts CTI
  • European thermal coal price drops as buyers look to offload cargoes — Platts CTI
  • PAKISTAN DATA: May thermal coal imports down 44% on year — Platts CTI
  • How do you instantly create 10 ghost towns? Stop using coal, Gwede Mantashe warns — Daily Maverick
  • INDIA DATA: Coal imports rise 49% to 22Mt in August — Platts CTI
  • Pakistan looks to Mozambique coal as South African, Afghan prices escalate
    — Platts CTI
  • Africa's energy transition will rely heavily on gas: officials — Platts CTI
  • Sep coal traded volumes drop 81% on year to 6.7Mt on CME — Platts CTI
  • RB prices fall to 6-month low on rising exports — Southern African Coal Report
  • Poland set to import 11Mt coal for power, households this year: Sasin — Platts CTI
September 2022
  • Atlantic thermal prices remain in stable range as supply fears ease
    — McCloskey Coal Report
  • Botswana commissions new 1.4Mtpa coal mine — Platts CTI
  • Atlantic thermal coal prices recover on firm demand — Platts CTI
  • Germany approves lignite, coal reserves, energy savings regulation — Platts CTI
  • Botswana's Morupule aims to boost coal output by 50% with new mine — Reuters
  • Anglo Coal spinoff looks cheap against peers after 1 300% surge — Bloomberg
  • Bumech SA to import South African thermal coal — Platts CTI
  • DES ARA consolidates above $300/t with Nov trade — McCloskey Coal Report
  • Bullish prices deter Indian seaborne deals — Platts CTI
  • Higher thermal coal offers deter seaborne trades, buyers retreat to side-lines
    — Platts CTI
  • RB prices drop to 5-month low as Europe looks well stocked
    — Southern African Coal Report
  • Botswana’s Minergy prioritises expansion, as exports grow
    — Southern African Coal Report
  • Authorities seek truck restrictions on main “coal run” route
    — Southern African Coal Report
  • Rainfall in Indonesia delays thermal coal shipment amid firm seaborne demand
    — Platts CTI
  • South Africa faces additional power outages on poor coal supply: president
    — Platts CTI
  • How Europe Stumbled Into an Energy Catastrophe — David Yager
  • Minergy posts first profits from Masama mine, expects profitable 2023 financial year — Mining Weekly
  • Asian thermal coal prices rise as logistical logjams tighten supplies amid firm demand — Platts CTI
  • Coal mining operations set to start in Qhalasi — Metro News
  • Gone with the wind: Lesotho’s $15-billion energy pipedream — Mail & Guardian
  • The Dirty Job of Rationing Electricity and Gas: Elements by Javier Blas
    — Bloomberg
  • Spain to restart As Pontes coal plant in govt U-turn — McCloskey Coal Report
  • Global coal demand is set to return to its all-time high in 2022 — IEA
  • Global coal supply 13Mt short in 2022: Noble Resources — Argus Media
  • Russian coal exports burst into Mediterranean amid heavily discounted prices
    — Platts CTI
  • How Europe Stumbled Into an Energy Catastrophe — Intelligencer
  • Anthracite prospects looking very good – Menar — Mining Weekly
  • South Korea's coal imports rise 11% on year to 12.23Mt in August — Platts CTI
  • Indian buyers take more SA as some face issues with Russian — Platts CTI
  • Thermal coal derivative volumes fall to historic low at 18.7Mt in Aug: LEBA
    — Platts CTI
  • South Africa: Organised business joint position on carbon tax — BUSA
  • Benchmark RB prices ease, off-spec discounts hit record
    — Southern African Coal Report
  • Indian interest picks up for South African low CV material
    — Southern African Coal Report
  • West Virginia relies heavily on coal based electric generation
    — WV Coal Association
  • Prompt Med-delivered thermal coal secured ahead of price rebound: sources
    — Platts CTI
  • TFR repairs North Corridor rail route following cable theft in record 15 hours
    — Miningmx
  • TAIWAN DATA: August coal imports rise 2% on year to 7.09Mt — Platts CTI
  • Coal's share in German power rises to 31.4% in H1 — Platts CTI
  • Mozambique says rail service expansion to South Africa, eSwatini is on track
    — IOL
  • Richards Bay set to rise on European supply concerns
    — Southern African Coal Report
  • Transnet and Chinese supplier call truce, sparking recovery hopes
    — Southern African Coal Report
  • More German utilities restart coal-fired plants — McCloskey Coal Report
  • South African coal exports surge through alternative ports
    — McCloskey Coal Report
  • Forced out of Europe, Russian coal exporters turn to India
    — McCloskey Coal Report
  • Rich nations to fund 80% of South Africa's climate plan with loans, some hard to unlock — Reuters
  • Europe’s crisis shows value of coal, South African Minister says — Bloomberg
  • South Africa’s coal crux — Reuters
  • Transnet sees major improvement in coal railings to RBCT
    — Southern African Coal Report
August 2022
  • Asian thermal coal prices steady amid firm seaborne demand from China
    — Platts CTI
  • Richards Bay off-spec coal spread widen to record discounts
    — Southern African Coal Report
  • South African coal exports surge through alternative ports
    — Southern African Coal Report
  • Atlantic thermal coal prices relax despite ongoing pressure from natural gas
    — Platts CTI
  • Russian seaborne coal exports effectively halted by EU ban — Bloomberg
  • NW European prices ease with Oct trade — Southern African Coal Report
  • Europe’s loss on Russian coal translates into sizeable gains for Asia, Turkey
    — Platts CTI
  • S Africa coal imports to Europe jump 5-fold since invasion — Montel
  • Chinese seaborne demand lifts Indonesian thermal coal export sentiment
    — Platts CTI
  • API 4 paper liquidity rises by 13% in June 2022 — Argus Media
  • South African coal exports up by 18% in May — Argus Media
  • European coal premium to SA set for July record — Argus Media
  • Thungela, Transnet conclude deed of amendment to long-term rail agreement
    — Mining Weekly
  • Feeding the world’s coal addiction is more profitable than ever — Bloomberg
  • Atlantic thermal coal prices rise amid ongoing logistical issues — Platts CTI
  • Exxaro results show how badly the SA coal exporters are being hobbled by Transnet — Miningmx
  • The future of coal in South Africa — Mining Weekly
  • Asian thermal coal prices find support amid pick up in inquiries — Platts CTI
  • South Africa's Thungela cuts 2022 export coal output target due to rail issues
    — Platts CTI
  • Big petrol price cut expected in September — IOL
  • Richards Bay under pressure with India turning more towards Russia
    — Southern African Coal Report
  • Rail industry raises the alarm over Transnet maintenance backlogs
    — Southern African Coal Report
  • Thungela looks to move coal by road to Richards Bay
    — Southern African Coal Report
  • South Korea's coal imports fall 15% on year to 11.82Mt in Jul — Platts CTI
  • Seaborne interest for Indonesian thermal coal surfaces as prices bottom out
    — Platts CTI
  • Atlantic thermal coal prices recover on gas rally — Platts CTI
  • Coal-rich Poland faces winter of energy discontent — DW
  • Coal’s skyrocketing prices could last years on Russia disruption — Bloomberg
  • From Coal To Gas And Back: How Europe Is Easing Its Energy Crisis
    — American Coal Council
  • Today’s Global Energy Realities Reinforce Coal’s Role — American Coal Council
  • India fancies renewables actively but doesn't want to let go of coal — Platts CTI
  • July thermal coal derivative volumes fall 31% on year to 23.3Mt: LEBA
    — Platts CTI
  • Europe eyes very real cold war as Russian coal import ban nears
    — McCloskey Coal Report
  • SA, Botswana collaborate to fix and expand rail logistics
    — Southern African Coal Report
  • Coal price propels Thungela earnings — Southern African Coal Report
  • RB prices droop amid wilting Europe demand, Russian inroads in India
    — Southern African Coal Report
  • Glencore sees green shoots of coal demand from Eskom
    — Southern African Coal Report
  • India eases coal import targets for utilities — sxcoal.com
  • France to Curb Nuclear Output as Europe’s Energy Crisis Worsens — Bloomberg
  • CME July coal traded volumes drop 56% to new record-low 4.2Mt — Platts CTI
  • Glencore’s SA coal output plunges in H1 — Southern African Coal Report
  • Benchmark RB prices rebound on European supply fears
    — Southern African Coal Report
  • Liberty exporting Optimum coal, despite legal challenges
    — Southern African Coal Report
  • India prefers coal for its abundance, availability, affordability: state-owned producer — Platts CTI
July 2022
  • Expect a massive electricity price hike to fund Ramaphosa’s energy plan: report
    — BUSINESSTECH
  • Mining giant Glencore strikes one of Japan's most expensive ever coal deals
    — Bloomberg
  • Global coal consumption to match record as EU rushes to save gas — Bloomberg
  • TFR has halved coal line security breaches after 1,500km of cable theft hobbled 2021 exports — MiningMX
  • China has approved coal mining capacity of 37.7Mtpa this year, NEA
    — sxcoal.com
  • Global 2022 coal demand set to match all-time high - IEA
    — Southern African Coal Report
  • S. Africa’s Transnet reaches contract deals with nearly all coal exporters
    — Southern African Coal Report
  • PAKISTAN DATA: Apr thermal coal imports down 9% to 1.3Mt — Platts CTI
  • Coal Imports: The World is Re-Embracing Coal (For Now) — Metal Miner
  • Australian miner TerraCom's coal sales slip 2% in FY 2021-22 — Platts CTI
  • Richards Bay thermal coal prices drop on Europe, India — Platts CTI
  • Europe's new trade flows for coal shaping up as import ban on Russia looms
    — Platts CTI
  • Russia ban seen tightening coal market that’s already surging — Bloomberg
  • Pandemic, war, and 'crazy' prices menace South African pivot from coal — Reuters
  • Global thermal coal consumption seen at record high in 2022 amid rising demand: ANZ — Platts CTI
  • Indian buyers take South African, Indonesian cargoes
    — Southern African Coal Report
  • Coal-based power seen rising 0.3% in 2022: IEA — Platts CTI
  • IEA urges EU to quickly boost coal generation to save gas supplies
    — Southern African Coal Report
  • RB thermal coal market looks to Europe for direction
    — Southern African Coal Report
  • Mantashe says a ‘second Eskom’ would be established in his department – report — BUSINESSTECH
  • European Union’s stability in energy supply to come from coal in near term: ANZ
    — Platts CTI
  • Botswana’s Minergy eyes coal exports from Mozambique — Argus Media
  • S African coal exports fall 12% in April, weak in May — Argus Media
  • Coal could partially plug Europe’s gas gap — Argus Media
  • Germany implements law allowing idle coal plants to return — Platts CTI
  • TAIWAN DATA: June coal imports slip 0.7% on year to 5.11Mt — Platts CTI
  • IEA Chief Warns The Energy Crisis Could Get Worse — Oilprice.com
  • June thermal coal derivative volumes fall 30% on year to 34Mt: LEBA
    — Platts CTI
  • RB prices see support from logistical headaches, Europe demand
    — Southern African Coal Report
  • Salungano takes hold of export opportunities — Southern African Coal Report
  • South Africa's May coal exports up 9% on year to 5.3Mt: customs data
    — Platts CTI
  • Atlantic thermal coal prices stable at high levels as heatwave boosts demand
    — Platts CTI
  • European seaborne imports to see double digit growth in 2022, 2023
    — McCloskey Coal Report
  • South Africa’s 400 abandoned coal mines pose deadly, toxic risk — Bloomberg
  • Giant new power plants undermine South Africa’s emissions pledge
    — Bloomberg
  • 'The losses are enormous': Mpumalanga shutdown hits coal, chrome exporters
    — News24
  • TFR offers deed of amendment to lift force majeure on coal exporters
    — Mining Weekly
  • UK leaves door open for coal comeback in bid to keep lights on — Bloomberg
  • Coal imports pour into energy-starved Europe from around the globe
    — Bloomberg
  • RB prices under pressure from high European stockpiles
    — Southern African Coal Report
  • Richards Bay H1 coal exports down 10% on limited rail capacity
    — Southern African Coal Report
  • Transnet to go ahead with RBCT rail maintenance from 12-21 July
    — Southern African Coal Report
  • After Afghan price hike, Pakistan looks overseas again
    — Southern African Coal Report
June 2022
  • Spain coal-fired generation jumps 89% in June amid export swing — Platts CTI
  • US Supreme Court rules in favour of coal-fired generators
    — Southern African Coal Report
  • Policy Pick | Coal power reopening policies in Europe — sxcoal.com
  • India's top cement maker buys Russian coal with RMB, signalling a settlement shift — sxcoal.com
  • European seaborne imports to see double-digit growth in 2022, 2023
    — Southern African Coal Report
  • European demand splits Richards Bay markets into two
    — Southern African Coal Report
  • EUAs rise on coal plant recalls — Southern African Coal Report
  • France may restart coal-fired power plant in Lorraine this winter — Reuters
  • Big blow to climate change as Germany pushes for G7 reversal of fossil fuel commitments — Bloomberg
  • Australian Energy Market Operator suspends new wind and solar projects as it battles to deal with market crisis — The Economist
  • International Energy Agency warns of fuel shortage in summer
    — The Economist
  • Atlantic thermal coal prices boosted by record highs in Europe — Platts CTI
  • NW Europe hits another record high with July trade
    — Southern African Coal Report
  • Surging European coal prices keep door open for SA coal
    — Southern African Coal Report
  • Indonesian miners face constraints to supply restarting German coal plants
    — S&P Global
  • European thermal coal prices surge to new all-time highs — Platts CTI
  • Global coal investment up 10% amid tight supplies, record prices - IEA
    — McCloskey Coal Report
  • Fossil-fuel price spikes are causing pain but little climate payoff
    — Bjorn Lomborg
  • Asian thermal coal prices plateau as buyers assess demand from China
    — Platts CTI
  • Anti-coal Petro wins Colombian presidential vote — McCloskey Coal Report
  • Europe to reactivate old coal plants as Russia cuts gas
    — McCloskey Coal Report
  • South Korea's KOSPO seeks 550,000 t thermal coal for Sep — Platts CTI
  • European thermal coal prices rally to multi-month highs on supply concerns
    — Platts CTI
  • Two SA 4,800 kcal/kg NAR cargoes trade into Asia
    — Southern African Coal Report
  • TAIWAN DATA: May coal imports up 4% on year to 6.64Mt — Platts CTI
  • Furious Anthony Albanese warns energy companies as energy crisis mounts
    — Daily Mail
  • South Korea's coal imports rise 18% on year to 10.44Mt in May — Platts CTI
  • South Africa's Thungela expects H1 coal output to be 14% lower — Platts CTI
  • Influx of Russian thermal coal balances out surge in Asian power demand
    — Platts CTI
  • SA coal production down 8% on the year in 2021 — Argus Media
  • Transnet issues new Richards Bay multipurpose terminal coal rules
    — Argus Media
  • Indian coal imports fall on the year in April — Argus Media
  • South African off-spec coal discounts hit record levels — Argus Media
  • S. African mining production dives in April — Southern African Coal Report
  • Transnet coal railings at 25-year low, limits Thungela exports
    — Southern African Coal Report
  • US Treasury warns SA against adding new coal generation
    — Southern African Coal Report
  • RB prices could get lift from renewed Indian interest
    — Southern African Coal Report
  • Richards Bay, DES AR July, August cargoes trade — McCloskey Coal Report
  • Thungela’s S. Africa H1 exports drop 14% y-o-y on rail issues
    — McCloskey Coal Report
  • ‘New Naughton’ plant aims to convert coal to ammonia — Kemmerer Gazette
  • Germany plans to put idled coal plants on standby in case of gas supply disruption — Reuters
  • China’s Energy Nationalism Means Coal Is Sticking Around — FP
  • INTERVIEW: India's insatiable power appetite to keep coal relevant for decades: GE Power India MD — S&P Global
  • TURKEY DATA: April thermal coal imports hit 5-year low amid high prices
    — Platts CTI
  • Atlantic thermal coal prices rangebound as coal inventories swell — Platts CTI
  • Update: Coal India floats further import tenders for up to 12Mt
    — McCloskey Coal Report
  • Coal India to float additional tender for up to 10Mt — McCloskey Coal Report
  • Record discount for South African off-spec cargoes grabs India’s attention
    — McCloskey Coal Report
  • South Africa April coal exports down 27% to 4.1 million mt: customs data
    — Platts CTI
  • Germany’s reliance on coal for generation increases in Q1
    — McCloskey Coal Report
  • CIL to import ‘around 2.4Mt coal by September: source — S&P Global
  • SE Asia needs to fill emission reduction gap of 2.6-3.2 billion tons from 2030 targets: experts — S&P Global
  • South Africa’s electricity plan (IRP) to be revised
    — Southern African Coal Report
  • RB prices rebound with European demand in focus
    — Southern African Coal Report
  • India expected to commission 10 thermal coal power plants in 2022-23, add 7,010 MW — Platts CTI
  • India’s thermal coal demand to be 1.45 bnt/y by 2029-30, says ministry
    — McCloskey Coal Report
  • Will China strengthen overseas thermal coal purchases next month
    — sxcoal.com
May 2022
  • Seriti wholeheartedly backs continued use of coal in energy mix
    — Mining Weekly
  • Sporadic Indian seaborne trades sustain Indonesian thermal coal export sentiment — Platts CTI
  • RB prices fall on weaker European demand, snap 3-week rally
    — Southern African Coal Report
  • Resolution of Transnet wagon shortage two weeks away
    — Southern African Coal Report
  • India's CIL to import coal to plug gap in domestic output, supply state-run generators — Platts CTI
  • UK coal plants called into service, amid bleak winter scenario
    — McCloskey Coal Report
  • Atlantic thermal coal prices display volatility on limited trade — Platts CTI
  • Indonesian thermal coal prices hold as China, India remain reluctant buyers
    — Platts CTI
  • Germany mulls return of 10 GW coal reserve units until 2024 to reduce gas burn — Platts CTI
  • Transnet may need to delay coal rail maintenance due to floods
    — McCloskey Coal Report
  • Indian coal-fired sponge iron output rises on firm steel demand
    — McCloskey Coal Report
  • Germany could reactivate idled coal plants if Russia cuts gas
    — McCloskey Coal Report
  • RB prices retain uptrend on strong non-Russian coal demand
    — Southern African Coal Report
  • Pakistan’s coal crisis prompts industries to shut plants, reduce capacities
    — Platts CTI
  • World Coal Association welcomes new South African members
    — Mining Weekly
  • Atlantic thermal coal prices approach record highs as supply issues persist
    — Platts CTI
  • EU to lift coal burn to 2030 under plans to cut reliance on Russian gas
    — McCloskey Coal Report
  • Coal imports into Europe set to double in Q2 ahead of Russian ban
    — McCloskey Coal Report
  • Richards Bay July cargo trades higher — Platts CTI
  • Indian demand may slip heading into monsoons — Platts CTI
  • South Korea thermal coal imports fall 6% to 6Mt in Apr — Platts CTI
  • Indian seaborne inquiries for Indonesian thermal coal slow — Platts CTI
  • RB prices up on tight supplies, strong European demand
    — Southern African Coal Report
  • Atlantic thermal coal prices volatile as energy security concerns persist
    — Platts CTI
  • Any just transition needs to consider jobs, communities – coal panel
    — Mining Weekly
  • Transnet says coal producers should plan for minimum 60Mt this year — IOL
  • India to provide special loans to power plants for coal imports — Platts CTI
  • Apr thermal coal derivative volumes down 34% at 26.6Mt: LEBA — Platts CTI
  • Asian thermal coal prices rise as demand from India holds — Platts CTI
  • RB prices steady while India eyes cheaper supplies
    — Southern African Coal Report
  • Will Transnet be the next Eskom? Industry warns rail is in free fall in SA
    — News24
  • Time's up - overhaul of SA's energy policy needed 'as in yesterday', Eskom warns — News24
  • CME April coal traded volumes drop 40% to record-low 5.8Mt — Platts CTI
  • South Africa March coal exports down 5% to 5.8Mt: customs data — Platts CTI
  • Industry frustrations boil over at South African coal conference
    — Southern African Coal Report
  • Richards Bay rises with July trade — Southern African Coal Report
  • RB prices under pressure from weak Pakistan, India demand
    — Southern African Coal Report
  • Botswana’s Morupule rails first coal exports to Maputo port
    — Southern African Coal Report
  • India halts passenger trains to free up track to move coal — Al Jazeera
  • Gwede Mantashe’s supporters want Eskom CEO André de Ruyter fired
    — MyBroadband
April 2022
  • Turkey's thermal coal imports fall 34% on year to 1.8Mt in Mar
    — Southern African Coal Report
  • Atlantic thermal coal prices fall sharply throughout week — Platts CTI
  • Asian thermal coal markets at standstill ahead of Labour Day holiday
    — Platts CTI
  • Indian seaborne interest lifts Indonesian thermal coal sentiment — Platts CTI
  • Pakistan turns to Afghan, Tajik coal to replace expensive S African — Platts CTI
  • RB prices find further support from Europe, India
    — Southern African Coal Report
  • Transnet coal railings worsen, exports could fall below 2021
    — Southern African Coal Report
  • Months before coal market upheaval settles – Euracoal — Montel
  • Spanish Jan-Mar coal-fired generation doubles on year
    — Southern African Coal Report
  • Buyers look to replace South African coal amid logistical issues, record high prices — Platts CTI
  • Atlantic thermal coal prices remain rangebound close to record highs
    — Platts CTI
  • South Africa coal exports to EU jump 10-fold in April
    — International Centre for Sustainable Carbon
  • Pakistan looks for alternatives as South African coal remains out of bounds
    — Platts CTI
  • South Africa's Transnet declares force majeure, may junk long-term contracts — Platts CTI
  • RBCT spared as floods hit KwaZulu-Natal road and port infrastructure
    — Southern African Coal Report
  • Transnet declares FM as it seeks to amend long-term rail contracts
    — Southern African Coal Report
  • Ernie Thrasher: There’s no escaping geopolitics when it comes to coal markets — Southern African Coal Report
  • RBCT: Transnet terminates coal export agreements — Mining Review Africa
  • Sentiment for Australian thermal coal bullish on demand from East Asia, Europe — Platts CTI
  • European coal reaches one-month high as Russia supply curbs bite — Reuters
  • China Mar coal imports soar 46.24% on month, GAC — sxcoal.com
  • Transnet declares force majeure on coal contracts, Thungela says — Reuters
  • German utilities scramble for Russian coal alternatives — Platts CTI
  • TFR CEO eyes 'significant improvement' in coal railings — Platts CTI
  • CIF ARA, FOB RBCT prices hit fresh record highs — Platts CTI
  • Coal output at South Africa’s Thungela falls in 2021 — Platts CTI
  • Europe's sanction on Russian coal fosters call of duty toward energy transition — Platts CTI
  • Asian thermal coal prices ease as buyers remain on side-lines — Platts CTI
  • Richards Bay March exports to Europe surge fivefold
    — Southern African Coal Report
  • RB prices set to rise further on EU ban of Russian imports
    — Southern African Coal Report
  • Investors pile into coal shares as price prospects shine
    — Southern African Coal Report
  • SA to see huge gains from EU ban on Russian coal
    — Southern African Coal Report
  • March thermal coal derivative volumes surge to three-year high: LEBA
    — Platts CTI
  • Atlantic thermal coal prices jump on Russian import ban — Platts CTI
  • EU's full ban on Russian coal to be pushed back to mid-August-sources
    — Reuters
  • EU officials agree Russian coal ban, formal announcement Friday
    — McCloskey Coal Report
  • CME March coal volumes rebound 40% on month to 12Mt — Platts CTI
  • Indonesian thermal coal offers edge higher despite tepid Chinese seaborne demand — Platts CTI
  • European coal prices jump on Russian import ban proposal, German importers prepared — Platts CTI
  • Eskom’s just energy transition project pipeline investments to cost more than R180bn — Mining Weekly
  • Bureaucracy and anti-mining lobbies stifling South Africa’s growth prospects
    — Mining Weekly
  • Bayoglu unconvinced the energy transition will benefit the majority
    — Mining Weekly
  • Asian thermal coal sentiment bearish as buyers reluctant to pay high prices
    — Platts CTI
  • RB prices steady in tight market, Indian demand supports
    — Southern African Coal Report
  • South Africa February coal exports fall 3% to 5.4Mt: customs data — Platts CTI
  • Vietnam considers South Africa, Colombia to plug coal supply gap
    — McCloskey Coal Report
  • Europe steps up efforts to halt Russian coal, energy imports
    — McCloskey Coal Report
  • Indian import demand increases with SA, Indonesia deals
    — McCloskey Coal Report
  • Atlantic thermal coal pricing relatively steady amid Russian disruptions
    — Platts CTI
March 2022
  • RB prices under pressure as global supply fears subside
    — Southern African Coal Report
  • SA non-RBCT coal exports could soar 50% this year — McCloskey Coal Report
  • Germany faces energy security struggle without Russian coal
    — McCloskey Coal Report
  • Russian coal exports likely to drop 16% as Europe seeks alternatives
    — McCloskey Coal Report
  • Mediterranean buyers seek Colombia coal amid Russia, South Africa shortage — Platts CTI
  • Atlantic thermal coal prices volatile as buyers avoid Russian coal — Platts CTI
  • Thungela resources coal production falls to 15 million mt in 2021 — Platts CTI
  • Asian thermal coal sentiment dulls amid elevated prices — Platts CTI
  • SA’s Thungela sees 2022 exports steady at 14-15Mt on rail issues
    — Southern African Coal Report
  • Rail issues force Exxaro to truck Waterberg coal for export
    — Southern African Coal Report
  • Namibia’s Walvis Bay exports first coal cargo amid high prices
    — Southern African Coal Report
  • Asian thermal market activity dulls as buyers reluctant to pay higher prices
    — Platts CTI
  • Germany faces energy security struggle without Russian coal
    — McCloskey Coal Report
  • New realism set to slow energy transition, extend thermal generation: ContourGlobal — Platts CTI
  • Coal - Grappling with the 'Bad Boy' image — Mitra SK Coal & Carbon
  • S Africa’s reliance on coal to continue: Minister — Argus Media
  • Indian traders look to offload off-spec cargoes — Argus Media
  • Off-spec South African coal rises above API4 — Argus Media
  • Green Germany Weighs Reopening Coal Power Plants amid Energy Crisis
    — Breitbart
  • S Korea thermal coal imports rise 20% to 7.6Mt in Feb — Platts CTI
  • Chinese thermal coal demand tapers off as COVID-19 lockdowns hit again: sources — Platts CTI
  • Asian thermal coal prices ease amid softening demand from Europe
    — Platts CTI
  • South African coal output falls 8% in 2021 to 228.6Mt — IHS Markit
  • RB prices drop from record highs as EU keeps Russia door open
    — Southern African Coal Report
  • Richards Bay May cargo trades lower — IHS Markit
  • Germany woos South Africa to replace Russian coal — Montel
  • Atlantic thermal coal prices hit fresh records as supply shortage persists
    — Platts CTI
  • Asian thermal coal prices extend gains amid bullish demand in Europe
    — Platts CTI
  • Job ads hint Spain’s Los Barrios to run for at least 9-12 months — IHS Markit
  • CME February coal volumes rebound 53% on month to 8.2Mt — Platts CTI
  • Feb thermal coal derivative volumes rise 12% to 50.6 million mt: LEBA
    — Platts CTI
  • RB prices continue record rally on Russia-Ukraine conflict
    — Southern African Coal Report
  • Atlantic exporters set sights on Europe, ramp up output
    — McCloskey Coal Report
  • Non-Russian exporters race to fill European coal void, SUEK declares FM
    — IHS Markit
  • Med-delivered coal prices hit historic highs amid Russia-Ukraine conflict
    — Platts CTI
  • European coal consumers seek alternative supply to Russia material
    — Platts CTI
  • Robust European demand pushes Richards Bay 5,500 kcal/kg NAR coal to premium — Platts CTI
  • Pakistan thermal coal price hits historic high amid surging RB rates
    — Platts CTI
  • Atlantic thermal coal prices jump to record highs on Ukraine conflict
    — Platts CTI
  • European power utilities start bidding for SA coal — Moneyweb.co.za
  • China backpedals on climate promises as economy slows — News24
  • Oil Jumps Back Above $100 as Russia Casts Doubt on Ukraine Talks
    — Bloomberg
  • South African January coal exports rise 43% to 5.3 million mt: customs
    — Platts CTI
  • SA prices at record high, buyers scramble to replace Russian coal
    — Southern African Coal Report
  • Wescoal to shut Vanggatfontein Colliery after Eskom deal falls through
    — Southern African Coal Report
February 2022
  • PAKISTAN DATA: 2021 thermal coal imports up 15% on year to 16Mt
    — Platts CTI
  • Russia’s invasion of Ukraine may trigger gas-to-coal switching, lift carbon price: expert — Platts CTI
  • Pakistan thermal coal price hits new high amid supply risk — Platts CTI
  • Atlantic thermal coal prices surge on Russia military advance on Ukraine
    — Platts CTI
  • Supply tightness supports Asian thermal coal prices, seaborne trades thin
    — Platts CTI
  • Coal prices jump as sanctions ratchet up on Russia — IHS Markit
  • Coal throughput at Rotterdam rises 42% in 2021 to 24.6Mt — Platts CTI
  • Europe facing 'necessity' to ensure energy supply despite Ukraine conflict, LNG insufficient: CEOs — Platts CTI
  • Russian invasion pushes seaborne prices — IHS Markit
  • China approves 3 new coal mines with total capacity of 19Mtpa — sxcoal.com
  • What challenges the global coal market face amid escalated Russia-Ukraine conflict? — sxcoal.com
  • Taiwan Dec thermal coal imports reach 4.6Mt, up 15% on year — Platts CTI
  • Volatility mars Richards Bay prices amid geopolitical tensions
    — Southern African Coal Report
  • New ops model, security measures to push SA coal exports to 78Mt in 2022
    — Southern African Coal Report
  • Indonesian thermal coal prices edge lower amid tepid seaborne demand from China — Platts CTI
  • Atlantic thermal coal prices relax but supply issues persist — Platts CTI
  • Richards Bay stocks rise to 4-month high but port congestion worsens
    — IHS Markit
  • China ramps up coal supply to power plants — sxcoal.com
  • India aims to be self-dependent in coal supply to power plants by 2024
    — sxcoal.com
  • Transnet seeks R3bn for tech security to thwart cable theft — fin24
  • Indonesian thermal coal demand softens on bearish China interest
    — Platts CTI
  • SA mine production dragged down by coal again
    — Southern African Coal Report
  • RB prices back above $200/t FOB on tight global supplies
    — Southern African Coal Report
  • Europe’s energy market: Torn between cost and climate — IHS Markit
  • The Harsh Realities of Clean Energy Transformation — Bloomberg Law
  • Coal Will Remain Prominent for Decades Despite Growing Renewable Power Capacity — Powermag.com
  • Atlantic thermal coal prices surge as prompt supply remains tight — Platts CTI
  • Destabilising coal usage in SA will cripple our economy — EWN
  • Supply tightness in Asian thermal coal markets firms spot prices — Platts CTI
  • Glencore’s SA coal output drops 17% in 2021 — Southern African Coal Report
  • Western coal phase-out funds unlikely to start flowing to SA this year
    — Southern African Coal Report
  • Could declining demand in the United States push down international prices
    — IHS Markit
  • Cracking down on methane 'ultra-emitters' is a quick way to combat climate change, researchers find — The Washington Post
  • CME January coal volumes fall 72% on year to 5.8Mt — Platts CTI
  • Queensland power grid to struggle with heatwave conditions
    — Brisbane Times
  • Remarks by the honourable Minister of Mineral Resources and Energy Mr Gwede Mantashe on the Coal Colloquium 01 — Govt of SA
  • Richards Bay Coal Terminal hopes for massive railing recovery in 2022
    — Southern African Coal Report
  • RB surpasses $200/t, Indian buyers' eye lower off-spec cargoes
    — Southern African Coal Report
  • South Africa 2021 total coal exports down 14% on year to 63Mt: customs
    — Platts CTI
January 2022
  • Atlantic thermal coal prices rally to multi-month high on Russian supply issues — Platts CTI
  • Billions lost as coal exports hit multi-decade lows — News24
  • Asian thermal coal prices bullish on strong Chinese demand, tight supply
    — Platts CTI
  • South Africa's RBCT exports lowest coal tonnage since 1996 — Mining Weekly
  • Botswana's Minergy evaluating coal export options to Mozambique, Namibia — Platts CTI
  • Firm seaborne demand amid lack of barges pushes up Indonesian thermal coal prices — Platts CTI
  • Richards Bay price hovers at three-month high — Southern African Coal Report
  • Eskom to burn more coal this year as green energy projects stall
    — Southern African Coal Report
  • Botswana-based coal miner Minergy nears target capacity of 125,000 t/month — Platts CTI
  • Atlantic thermal coal prices volatile amid numerous supply issues — Platts CTI
  • Coal India pledges to meet domestic demand, bridge seaborne supply gap
    — sxcoal.com
  • Australian thermal coal prices continue to simmer in absence of Indonesian offers — Platts CTI
  • India's thermal coal imports slump about 47% on year in Dec — Platts CTI
  • Taiwan November thermal coal imports up 21% on year at 6Mt — Platts CTI
  • The Great Supply Chain Disruption: Why it continues in 2022 — IHS Markit
  • Indonesia's export ban pushes up prices of other origin thermal coal
    — Platts CTI
  • Richards Bay prices rally on strong spot buying from India
    — Southern African Coal Report
  • Mantashe says DMRE committed to pursuing energy mix that ensures security of supply — Mining Weekly
  • Egypt's 2021 thermal coal imports rise 30% on year: POA — Platts CTI
  • Atlantic thermal coal prices rally, Russia to buy back tonnage: trade
    — Platts CTI
  • Australian thermal coal extends gains amid Indonesia's export ban
    — Platts CTI
  • Thermal coal derivative volumes down 27% in 2021 to 560Mt: LEBA
    — Platts CTI
  • Seaborne thermal coal demand firms in ex-China markets amid Jakarta export ban — Platts CTI
  • A strong rebound in 2021 and slow growth thereafter lead to highest ever global coal demand by 2024 — International Energy Agency
  • RB prices to find support from emerging Indian demand
    — Southern African Coal Report
  • PAKISTAN DATA: October thermal coal imports up 18% on year to 1.8Mt
    — Platts CTI
  • Australian thermal coal prices gain steam amid Indonesia's ban on exports
    — Platts CTI
  • Coal power surged to a record high in 2021, pushing up emissions
    — International Energy Agency
  • Atlantic markets rebound sharply on colder weather, Indonesia ban
    — McCloskey Coal Report
  • Indonesian export ban paralyses spot thermal market
    — McCloskey Coal Report
  • IEA sees record high global coal demand, output in 2022
    — McCloskey Coal Report
  • Atlantic thermal coal prices make significant gains to start year — Platts CTI
  • Indonesian coal miners seek exemption from export prohibition — sxcoal.com
  • France plans to raise cap on coal burn in Jan-Feb — sxcoal.com
  • French nuclear woes lift December coal, gas burn across Europe — Platts CTI
  • Commodities 2022: New investment projects set to start as UK aims for higher energy stability — S&P Global Platts

2021 archive

 

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Current industry statistics, including production, sales, exports and pricing data, as well as the latest information on developments in the field are sourced from the records of XMP Consulting, coal industry specialists.

 

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