coal price report

Coal Monthly Review Stee intTM

Steeling is Basicl

RECEIVER PORT NOVEMBER DECEMBER M-O-M CHANGES

JSW STEELS 788,438

521,433

51.21%

MORMUGAO 746,438

418,833

78.22%

KARAIKAL 21,000

24,500

-14.29%

MANGALORE 21,000

78,100

-73.11%

SAIL 749,605

1,121,623

-33.17%

HALDIA 371,000

312,574

18.69%

PARADIP 313,605

258,754

21.20%

VIZAG 65,000

390,295

-83.35%

DHAMRA N/A 160,000

-

RINL 310,370

308,899

0.48%

GANGAVARAM 310,370 308,899 0.48%

TATA STEELS 260,274 426,674 -39.00%

DHAMRA 165,000 329,475 -49.92%

PARADIP 50,000 97,199 -48.56%

HALDIA 45,274 N/A -

USHA MARTIN LTD 255,419 N/A -

DHAMRA 159,787

N/A -

PARADIP 95,632

N/A -

BHUSHAN STEEL 201,764

N/A -

PARADIP 111,764

N/A -

DHAMRA 90,000

N/A -

BENGAL ENERGY 87,997

76,884

14.45%

DHAMRA 87,997

76,884

14.45%

VISA SUNCOKE 63,088

65,999

-4.41%

PARADIP 63,088

65,999

-4.41%

JAYASWAL NECO 74,469

79,145

-5.91%

VIZAG 74,469

79,145

-5.91%

OTHERS 659,913

671,588

-1.74%

TOTAL 3,451,337 3,272,245 5.47%

COKING COAL MAJOR RECEIVERS

QUANTITY (MT)

9.85

10.72

NOVEMBER DECEMBER

NON COKING COAL3.45

3.27

NOVEMBER DECEMBER

COKING COAL

0.29

0.39

NOVEMBER DECEMBER

METCOKE

13.70

14.41

NOVEMBER DECEMBER

TOTAL COAL IMPORT

1.80

2.23

1.39

1.00 0.95

0.430.560.56

0.82

0.54 0.550.41

0.320.44 0.37

0.48

0.16

0.68

2.27

1.57

1.20 1.20

0.961.07

0.76 0.76

0.470.61

0.50 0.570.40

0.22 0.250.10

0.37

1.14

NOVEMBER DECEMBER

KRIS

HNA-

PATN

AMM

UNDRA

PARADIP

DHAMRA

GANGAVARAM

VIZAG

MANGALO

REM

ORM

UGAO

ENNO

RETU

TICO

RIN

HALDIA

DAHEJJA

IGARH

MAGDALL

A

MUM

BAI

KANDLA

KARAIK

AL

OTHER

S

Indian Coal Import

(Qty in MnT)

(Provisional Data) www.steelmint.com1

13 January, 2014

December 2013


Steeling is Basicl

December 2013

RECEIVER PORT NOVEMBER DECEMBER M-O-M CHANGES

ADANI ENTERPRISE 1,017,425

1,179,839

-13.77%

GANGAVARAM 615,425

393,751

56.30%

DHAMRA 302,000

436,471

-30.81%

KRISHNAPATNAM 50,000

45,447

10.02%

PARADIP 30,000

304,170

-90.14%

HALDIA 20,000

N/A -

JSW STEELS 563,613

777,939

-27.55%


678,939

-26.93%

MANGALORE 67,498

69,000

-2.18%

MUMBAI N/A 30,000

-

MBG COMMODITIES 429,822

215938 99.05%


215938 99.05%

AGARAWAL COAL 348,079

297871 16.86%

MAGDALLA 106,430

60000 77.38%

KANDLA 60,101

N/A -

NAVLAKHI 55,000

25000 120.00%

DHAMRA 50,524

N/A -

HALDIA 26,024

N/A -

MANGALORE 25,000

N/A -

MUMBAI 25,000

47871 -47.78%

GANGAVARAM N/A 55000 -

DHARAMTAR N/A 35000 -

TUTICORIN N/A 30000 -

REVDANDA N/A 25000 -

VIZAG N/A 20000 -

BHATIA 277,211

145945 89.94%

MAGDALLA 103,500

35000 195.71%


N/A -

DHARAMTAR 76,611

N/A -

DIGHI N/A 25205 -

PORBANDAR 20,000

N/A -

MUMBAI 20,000

N/A -

ENNORE N/A 70740 -

MANGALORE N/A 15000 -

KISPL 232,704

161950 43.69%

MUMBAI 183,779

N/A -

KAKINADA 48,925

161950 -69.79%

MAGNIFICO 179,160

56000 219.93%

KANDLA 107,160

N/A -

MANGALORE 72,000

56000 28.57%

TPCL 137,302

58005 136.71%

MUMBAI 137,302 58005 136.71%

TNEB 135,095 347011 -61.07%

KARAIKAL 68,395 N/A -

ENNORE 66,700 257432 -74.09%

TUTICORIN N/A 89579 -

OTHERS 6,528,915 7,481,450 -12.73%

Grand Total 9,849,326

10721948 -8.14%

NON COKING COAL MAJOR RECEIVERS

QUANTITY (MT)


13 January, 2014

Coal Monthly Review

International Coal Market

Stee intTM

Steeling is Basicl

International Monthly Average FOB Coal Price Movement (in USD)

RBCT sets another Milestone

707274767880828486889092

World's renowned Richards Bay Coal Terminal

(RBCT) with exclusive Coal loading facility in

South Africa has exported record quantity of Coal

in 2013. RBCT has shipped around 70.2 MnT of Coal in

2013, which is a highest ever quantity exported

from terminal. Terminal has risen with 2.8% growth

in Coal shipment from preceding year (2012).

During the year, port has maintained its Coal stock

level to an average of 3.8 MnT. During December 2013, port has shipped more

than 9% (6.8 MnT) of Coal as compared to

previous month's 6.2 MnT Coal shipments.

Australia (6000 NAR)

29303132333435363738

Indonesia (3800 GAR)

70727476788082848688

South Africa (6000 NAR)

363738394041424344

Indonesia (4200 GAR)

RBCT 2013 Coal Shipment in MnT

During the year, RBCT received 70.8 MnT of Coal

through 8,874 railway rakes and exported 70.2

MnT of Coal in 658 vessels (Capesize 440;

Panamax 98; Handysize 120) to different

destinations. RBCT has exported around 57.1%

(40.4 MnT) of Coal to Asia. Whereas, it has

exported around 38% (26.9 MnT) of Coal to

European countries.

State-owned Eskom Holdings SOC is the

country's sole power producer and the main local

consumer of Coal in South Africa, the world's

seventh largest Coal producer. The Company

utilizes fuel to meet nearly 90% of its generation

needs and uses Coal over 90 MnT pa.

During December, South Africa Coal prices were

less volatile and its premium grade 6,000 Kcal/kg

NAR has been traded between USD 82-86/MT.


December 2013

4.21

5.45

7.49

6.24

4.355.30

6.16

5.165.57

7.27

6.22

6.79

13 January, 2014

Domestic Coal Market


Steeling is Basicl

Newcastle Port Corporation (Australia) exported record quantity of Coal

in Dec'13 NPC exported around 148 MnT Coal in 2013

Exports from NPC rose to 12.4% in 2013

NPC Shipped 15 MnT Coal in December, 2013

World’s leading Coking and

Non-coking Coal exporter

Newcastle Port Corporation

(NPC) exported record Coal in

December 2013 around 15 MnT.

Shipment in December 2013

Coal Ministry took Strict Actions over Coal Block Development Delays

Ministry took strict actions over Coal block development delays by the companies and issued Show Cause notices for

industry leaders to justify slow development of Coal block allocated to them. In last month, Ministry has de-allocated blocks

of Jindal Steel & Power Limited (JSPL) and Monnet Ispat & Energy Limited. And, also issued showcase notices and asked

explanation from Hindalco Industries, Mahanadi Coalelds, JSW Steel, Tata Steel and Power Finance Corp, Neyveli Lignite

Corp, Ispat Godavari, Ind-Agro Synergy, Nakoda Ispat, Vandana Global, Shree Bajrang Power & Ispat, Bhushan Power and

Steel, etc for failure of achieving targeted milestones on stipulated period.

Coal India increased Coal Prices of WCL by 10% from 18 Dec '13

Coal India Limited (CIL) has improved prices of Non-coking Coal produced by its subsidiary Western Coalelds by 10% for

Thermal Coal band G6-G17. G-6 category of Coal includes with GCV of 5,500-5,800 kcal/kg, while G-17 includes 2,200-

2,500 kcal/kg. Most Power plants consume Coal between G-11 to G-14 bands costing between INR 500-650/MT. Non

Coking Coal price was increased by CIL for all subsidiaries in May, 2013.On account of increase, power producers will have

to pay up to INR 30/MT more for fuel sources.

December 2013

Country/Grade December, 2013 November, 2013 October,2013

Australia 6000 NAR 85.18 83.91 82.57

South Africa RB1 84.5 83.5 79.5

Indonesia 4200 GAR 39.18 39 39.2

Indonesia 3800 GAR 32.18 32.37 33.28

Interna�onal Non-Coking Coal FOB Prices (Average)

Loading Country Discharging port Supramax Panamax Cape

South Africa ECI 21 19 15.5

South Africa WCI 21.5 18 18

Indonesia ECI 12 10.5 10.5

Indonesia WCI 15 13 12.5

Australia ECI 20.5 18 17.5

Vessel Freight in USD/ Per MT (as on January, 2014)

rose to 26.1 per cent than November 2013 and 14.3 per cent than December 2012.

With highest Coal shipment in last month of year 2013, port has shipped total around 148 MnT of Coal to the different part of

the world in calendar year 2013. NPC’s Coal export had grown from 131.3 MnT to 12.4% Y-o-Y in 2012.

REPORT BY

Ghanshyam Soni (Analyst)

Email Id: [email protected]

Shilpa Singh (Associate)

.......................................................................... ..........................................................................

.......................................................................... ..........................................................................

For any query Please call on +91 9575100530

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Road, South-West Block, Kolkata

(W.B)- 700 046, India Tel: +91 33 22852063

Email: [email protected] | Web: www.steelmint.com


13 January, 2014

coal price report

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