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Coal

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India’s Coal Production Surges by 33% YoY in June

Strategic Research Institute
Published on :
13 Jul, 2022, 5:15 am

India’s coal production increased to 67.59 million tonnes during June 2022, up by 33% from 50.98 million tonnes in June 2021.

Coal India Ltd - 51.56 million tonnes, up 29% YoY

Singareni Collieries Company -5.56 million tonnes, up 6% YoY

Captive mines & others -10.47 million tonnes, up 83% YoY

Of the top 37 coal mines as many as 22 mines produced more than 100% and production of another nine mines stood between 80 and 100%.

At the same time, coal dispatch increased by 20.69% to 75.46 million tonne from 62.53 million tonne during June, 22 as compared to June 2021. During June 22, CIL and Captives/Others registered a growth of 15% and 88% by dispatching 58.98 million tonne and 11.05 million tonne respectively. SCCL registered a negative growth of 0.5% during the month.

The Power utilities dispatch has grown by 31% to 64.89 million tonne during June this year as compared to 49.62 million tonne in June 21 due to increase in power demand.
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NTPC Coal Mining Produces 4 Million Tonne Coal in Apr-Jun Quarter

Strategic Research Institute
Published on :
14 Jul, 2022, 5:38 am

NTPC Coal Mining has begun this year’s first-quarter coal production on a high note. The three operational coal mines Pakri-Barwadih in Jharkhand, Dulanga in Odisha and Talaipalli in Chhattisgarh have contributed to achieving 4.24 million tonnes of coal production, up by 61% YoY,

NTPC has started mining operations in its Chatti-Bariatu coal mine in Jharkhand and has also touched coal on 21 May’22. The coal from this mine will be supplied to the Barh Power Station of NTPC. NTPC was awarded the operation contract for Talaipalli West Pit in Chhattisgarh on 30 June 2022; the mining operations in this pit will commence soon.

NTPC’s Coal Mining Division has signed an MOU with MECON on 2 Jun 2022 for consultancy and project management services of its coal mines.
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Teck Resources Sells 6.3 Million Tonnes Coking Coal in Apr-Jun

Strategic Research Institute
Published on :
15 Jul, 2022, 6:30 am

Vancouver BC based Canadian Teck Resources has provided unaudited second quarter 2022 steelmaking coal sales volumes and realized prices. It said “Our realized second quarter steelmaking coal sales were 6.3 million tonnes, within our previously announced guidance of 6.3–6.7 million tonnes. Record steelmaking coal FOB prices resulted in an increase in our average realized steelmaking coal price in the second quarter to CAD 453 per tonne. We expect to record provisional pricing adjustments of negative CAD 73 million in the quarter due to the decline in coal prices at quarter end.”

Headquartered in Vancouver in Canada, Teck is committed to responsible mining and mineral development with major business units focused on copper, zinc, and steelmaking coal, as well as investments in energy assets.
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Polish JSW’s Coal Output & Sales Decrease in Apr-Jun Quarter

Strategic Research Institute
Published on :
19 Jul, 2022, 6:30 am

Poland-based coking coal producer Jastrzebska Spolka Weglowa’s coal output totaled 3.40 million tonnes in April-June 2022 quarter, down by 10% QoQ & 1% YoY, while sales came to 3.58 million tonnes, falling by 12% QoQ & 5% YoY.

The company's total coking coal sales amounted to 2.78 million tonnes, down by 5% QoQ & 9% YoY. Meanwhile, JSW’s internal sales in the second quarter totaled 1.19 million tonne, down by 4% QoQ & 2% YoY.
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BHP Reports 9% Dip in Coking Coal Production in FY 22

Strategic Research Institute
Published on :
26 Jul, 2.022, 6:30 am

BHP’s BMA production decreased by 9% to 29 million tonne, 58 million tonne on 100% basis. Significant wet weather impacts across most BMA operations and labour constraints, including COVID-19 related absenteeism which impacted stripping and mine productivity, more than offset record production at the Broadmeadow mine. Following the automation of Daunia's truck fleet in November 2021, the automation of Goonyella's pre-strip truck fleet was completed in March 2022 with the Goonyella coal truck fleet expected to be fully autonomous by the end of the December 2022 quarter.

Production for the 2023 financial year is expected to be between 29-32 million tonne, 58-64 million tonne on a 100% basis. A long wall move at Broadmeadow mine is scheduled for the September 2022 quarter.

The divestment of BHP’s interest in BMC was completed on 3 May 2022 and BMC volumes are no longer included in metallurgical coal volumes.

NSWEC thermal coal production decreased by 4% to 14 million tonne, reflecting lower volumes due to an increased proportion of washed coal to capitalise on higher margins for higher quality coals, COVID-19 related labour constraints which impacted stripping performance and mine productivity, and wet weather. Production for the 2023 financial year is expected to be between 13-15 million tonne reflecting a continued focus on higher quality coals.
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Bowen Coking Coal Starts Broadmeadow East Pit

Strategic Research Institute
Published on :
26 Jul, 2.022, 6:30 am

Bowen Coking Coal announced that coal mining has commenced at the Broadmeadow East Pit near Moranbah in Queensland's Bowen Basin as the company consolidates its position as Queensland's new independent metallurgical coal producer. Coal from Broadmeadow East is planned to be initially processed at the neighboring Fitzroy CHPP under an infrastructure sharing agreement with Fitzroy (CQ) Pty Ltd and exported through the Dalrymple Bay Coal Terminal.

As the first producing pit of Bowen's expanded Burton Complex, which includes the Burton and Lenton Pits, 20km to the north, Broadmeadow East coal will be processed through the Burton CHPP following the completion of its refurbishment in early 2023.

After final approvals for the project were granted in March this year, Bowen announced the appointment of BUMA Australia Pty Ltd as mining contractor in May.

Broadmeadow East's first coal follows the Company's first coal shipment from the Bluff Mine near Blackwater in June. First ROM coal is targeted for late Q4 2022 from the nearby Burton Pit as the company works towards a 5 million tonnes per annum ROM by 2024.

Bowen Coking Coal Ltd is a Queensland based coking coal exploration Company with advanced exploration and development assets. The Company owns Broadmeadow East (100%), Isaac River (100%), Cooroorah (100%), Hillalong (90%) and Comet Ridge (100%) coking coal projects in the world-renowned Bowen Basin in Queensland, Australia. Bowen is also a joint venture partner with Stanmore Coal Limited in the Lilyvale (15% interest) and Mackenzie (5% interest) coking coal projects. The Company recently acquired 90% of the Lenton Joint Venture which owns the Lenton Project and the Burton Mine in the northern Bowen Basin. The highly experienced Board and management aim to grow the value of the Company's coking coal projects to benefit shareholders by leveraging innovation and maximising the assets and network of the team. An aggressive exploration and development program underpins the business strategy.
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Whitehaven Coal Posts Strong Results for FY 22

Strategic Research Institute
Published on :
28 Jul, 2.022, 6:30 am

Whitehaven Coal Managing Director and CEO Mr Paul Flynn said “With demand for high quality coal outstripping global supply, Whitehaven remains well placed to support energy security through transition and to deliver strong returns for shareholders. Coal prices set a new record during the June quarter and continue to be well supported. Stronger operational performance has enabled us to deliver our FY22 production and sales guidance in spite of a tight labour market and COVID-related absenteeism. Improved operational performance combined with record high coal price will underpin our strongest ever full year result. We expect to report a full year EBITDA of approximately AUD 3.0 billion, subject to final audit.

Whitehaven achieved a record average coal price of AUD 514 per tonne for the quarter and AUD 325 per tonne for FY22

FY22 managed ROM coal production of 20.0 million tonnes and total equity sales of produced coal of 14.2 million was down 2% on FY21 while managed sales of produced coal of 17.6 million tonne was within guidance
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Allegiance Coal Reports Strong Results for Apr-Jun 2022

Strategic Research Institute
Published on :
29 Jul, 2.022, 6:30 am

Allegiance Coal CEO Mr Jon Romcke said “"The results for the June quarter demonstrate the impact of strong coal prices coupled with improvement in the production capability of both the Black Warrior and New Elk mines where the quarterly ROM production figures were the best on record since Allegiance commenced operations. Unfortunately, the ability of the mine to port logistics chain to keep pace with production has affected the timeliness of cashflow receipts for the Company from sales and inventory finance arrangements. We are working to address the logistics constraints and improve the working capital position at Allegiance. As we manage the challenges of our assets, the Board has commenced a strategic review with the purpose of assessing the optimal approach to each of its assets and the overall liquidity profile of the Company.”

Run-of-mine coal production for June quarter across the Group totalled 220kt against 148KT for March quarter, an increase of 48% continuing the strong upward trend, but still considerably below our target. Black Warrior ROM coal production for June quarter totalled 85KT compared to 56KT in the prior quarter while New Elk ROM coal production for June quarter totalled 135KT compared to 92KT for the prior quarter.

Average coal sales prices in June quarter were USD 258 per tonne against USD 261 per tonne in the prior quarter ranging from USD360 per tonne for high-vol A to USD 222 per tonne for a trial cargo of high-vol B product.

Coal sales revenue for June quarter totalled USD 32.1 million compared to USD 14.5 million in the prior quarter.

Ongoing delays at McDuffie Coal Terminal caused a New Elk 80KT vessel scheduled to load on 25 June to be delayed with loading now scheduled in July.

Allegiance Coal is a publicly listed Australian company focused on the development, operation and supply of steel making coal to the seaborne market. With operating mines in southeast Colorado, central Alabama, as well as a development project in northwest British Columbia, Allegiance is well placed to supply steel making coal to both the Pacific and Atlantic markets.
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Whitehaven Coal Update on Sunnyside Rehabilitation

Strategic Research Institute
Published on :
29 Jul, 2.022, 6:30 am

Rehabilitation is well underway at Sunnyside, with vegetation now established at the former open-cut mine located 15 kilometres west of Gunnedah in North West NSW. The mine was operational between 2008 and 2012, followed by a period when operations halted before resuming operations from 2017. The site transitioned to decommissioning and final rehabilitation in late 2019.

Whilst rehabilitation has been undertaken progressively over the life of the mine, bulk earthworks within the void could only be undertaken when operations ceased. This has included hauling overburden to backfill the void, shaping the landform, and placing and spreading soil and seed mix. Other activities included demolition and removal of all fixed infrastructure and additional bulk earthworks to reshape the overburden dump.

Before mining, the area had predominantly been cleared for agricultural cultivation and grazing, with a principally cropping and pastoral land use. The rehabilitation process is intended to return the site to pastures in the flat areas of 54 hectare and woodland of 35.3 hectare on the slopes, to reflect the surrounding vegetation. While the majority will be agricultural land, the rehabilitation strategy also includes enhancing biodiversity – in particular, some areas that were not disturbed by mining are being planted with tree species used by koalas. This is to create movement corridors between separated woodlands.

Now that vegetation has been established, priority activities include maintenance of the rehabilitated landform to ensure it is safe and stable, and to control feral animals and weeds. For the pasture areas, Whitehaven will undertake trials with cattle or sheep into 2023 or 2024, to confirm the land can support grazing.
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UK Bans Russian Coal Imports

Strategic Research Institute
Published on :
5 Aug, 2022, 5:30 am

The UK government has banned coal imports from Russia, effective 10 August. UK coking coal, HS code 27011210, imports in 2021 were 1.998 million tonnes, of which 557,418 tonne came from Russia. The US was top supplier with 796,151 tonne

In January-April 2022, overall coking coal imports were 808,705 tonne, with only 80,642 tonne coming from Russia, all in January. The US was again the top supplier with 434,343 tonne, but Sweden came second with 157,638 tonne
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India’s Coking Coal Imports up 9% in Apr-Jul 2022

Strategic Research Institute
Published on :
9 Aug, 2022, 6:38 am

Indian Ports Association’s latest data reveals that India's coking coal imports through all major ports in the country during the April-July 2022 were 18.23 million tonnes, up 9% YoY

SMP Kolkata - 6.30 million tonnes, up by 35% YoY

Paradip - 4.82 million tonnes, down by 4% YoY

Mormugao - 2.09 million tonnes, down by 13% YoY

Visakhapatnam - 2.03 million tonnes, up by 22% YoY

VO Chidambaranar - 2.02 million tonnes, up by 28757% YoY

Kamarajar Ennore -0.62 million tonnes, up by 15% YoY

New Mangalore - 0.22 million tonnes, down by 35% YoY

Deendayal -0.15 million tonnes, down by 31% YoY
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A-Property Acquires UHG Anthracite & Sibanthracite

Strategic Research Institute
Published on :
10 Aug, 2022, 5:30 am

Russia-based A-Property, an investment company engaged in the strategic investments and recovery of distressed assets, has announced the completed consolidation of Sibanthracite, a major global producer and exporter of ultra-high grade anthracite and metallurgical coal.

While the conditions of the acquisition were initially agreed in October 2021, the value of the transaction has not been disclosed by the time of publication. Accordingly, A-Property Razvitie has become a 100 percent shareholder of Sibanthracite with its subsidiaries Siberian Anthracite, Razrez Vostochny in Novosibirsk region and Razrez Kiyzassky in Kuzbass region.

In 2021, Sibanthracite increased its production by 28% YoY to 22.6 million tonnes. Meanwhile, in 2021 the company’s shipments to its main market, China, rose by 18% to 8.4 million tonnes, while its shipments to India and South Korea increased by 51% and 38%, respectively, year on year. In February this year, the company announced its target to raise its shipments to China by 30% YoY to 11 million tonnes
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Kazakhstan Bans Coal Exports

Strategic Research Institute
Published on :
11 Aug, 2022, 5:30 am

The ban is introduced for six months during the peak period from 1 August to eliminate the hype for providing coal to the population and energy security of the Republic of Kazakhstan. Kazakhstan introduces a ban on the export of coal by road. The measure is valid for six months. The ban includes hard coal, briquettes, pellets and similar types of solid fuels obtained from hard coal: hard coal, pulverized or non-pulverized, but not agglomerated.

According to the explanation of the Ministry of Industry and Infrastructure Development of Kazakhstan, the ban is introduced during the peak period to prevent the boom in providing coal to the population and in order to ensure energy security.

The Ministry of Industry and Infrastructure Development of Kazakhstan notes that, based on the data of local executive bodies, they have formed a Plan for the demand for coal products for domestic needs and the population for the period 2022-2023.

Kazakhstan delivered 1.5 million tonnes of coal to the EU in January-May, almost twice as much as in the whole of 2021. Coal exports to neighboring countries also increased significantly, in particular, to the Kyrgyz Republic by 19%, to the Republic of Uzbekistan by 30%.
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India’s Thermal Coal Imports up 32% in Apr-Jul 2022

Strategic Research Institute
Published on :
17 Aug, 2022, 5:30 am

Indian Ports Association’s latest data reveals that India's thermal coal imports through all major ports in the country during the April-July 2022 were 44.62 million tonnes, up 32% YoY

Paradip - 15.96 million tonnes, up by 73% YoY

Kamarajar Ennore - 8.16 million tonnes, up by 17% YoY

Deendayal - 6.49 million tonnes, down by 19% YoY

Visakhapatnam - 5.47 million tonnes, up by 87% YoY

VO Chidambaranar - 3.14 million tonnes, up by 26% YoY

Mumbai - 2.42 million tonnes, up by 2% YoY

New Mangalore - 1.61 million tonnes, up by 3% YoY

Mormugao - 1.38 million tonnes, up by 103% YoY
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JSW Supports Individual Coal Buyers from Budryk Mine

Strategic Research Institute
Published on :
24 Aug, 2022, 5:30 am

Polish coking coal giant Jastrzebska Spólka Weglowa has found a way to support the power industry and individual customers by selling coal to individual customers is made directly at the Budryk mine. JSW Management Board has decided to launch the production of coal for energy purposes in the Orzech range. Coal, the supply of which is expected to reach 180 tonnes per day from 16 August is sold at the Budryk mine for individual customers.

Polish coal miner Jastrzebska Spolka Weglowa aounced that coal buyer needs to come to the Budryk mine in Ornontowice with own transport and line up in front of the entrance gate. JSW said “Then the buyer submits an appropriate document confirming that there is a suitable coal combustion source at the address indicated. Coal is loaded, the car is loaded onto the scales, where the documents are issued and the payment is proceeded. It should be noted that only cash is accepted at the cash desk. This is the last stage related to the purchase of coal.”

JSW said “A person who wants to purchase coal for several people must have powers of attorney with him, authorizing him to make a legible signature on the buyer's behalf on the invoice, which includes a declaration confirming the purchase and intended use of the coal. In addition, the buyer must provide a document confirming that there is a coal combustion source at the address. If a given transport does not have so-called partitions - people should write a handwritten statement of consent to combined loading.”

JSW added “We would like to remind you that the daily sale of Walnut coal will not exceed 180 tonnes. Each buyer can purchase three tonnes. At the same time, we would like to inform you that Jastrzebska Spólka Weglowa will not introduce online sales. It should be emphasized that the company produces coking coal used in the production of steel. However, being aware of the situation on the steam coal market, JSW's management board decided to support individual clients to start producing coal in the Walnut assortment, which can be burned in home stoves.”

This year, JSW will produce 400,000 tons of steam coal more than planned. In total, in 2022, the Company will produce over 2.7 million tons of coal for energy purposes.
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Steenkolencentrales RWE en Uniper vangen bot met schadeclaim tegen sluiting
Door THEO BESTEMAN

2 uur geleden
in FINANCIEEL

AMSTERDAM - Energiebedrijven RWE en Uniper vangen bot met schadeclaims voor hun kolencentrales. Ze kunnen de Nederlandse regering niet aanklagen via internationale arbitrage nadat ze werden gedwongen om hun kolencentrales in Nederland te sluiten.

Uniper vangt voorlopig bot bij de rechter, het wilde meer vergoeding voor sluiting van zijn kolencentrales. ANP / HH

Dat heeft een Duitse rechtbank donderdag in Keulen bepaald, waar de partijen hun zaak hadden bepleit.

De rechtbank heeft besloten dat de twee bedrijven hun zaken moeten stoppen. Ze waren ingediend bij het arbitragetribunaal van de Wereldbank.

Milieuactivisten
De uitspraak is steun in de rug voor milieuactivisten die hadden gewaarschuwd dat het Energiehandvest van de Verenigde Naties door grote vervuilers zou kunnen worden gebruikt om de overgang naar schone energie te vertragen.

BEKIJK OOK:
Rusland trekt gasstrop aan: ’Vrees uitbreken nieuwe energiecrisis’

Volgens de regels van de Europese Unie kunnen landen die in het blok zijn gevestigd, dit soort arbitrageprocedures tegen een EU-lidstaat niet starten op grond van dit verdrag, aldus de rechter in Keulen.

Miljardenvergoeding
Tegen de uitspraak kan beroep worden aangetekend.

RWE klaagde in februari 2021 de Staat der Nederlanden aan. Die oordeelde dat RWE’s centrale in de Eemshaven tegen 2030 dicht moest. Dat was vijftien jaar na opening, en ruim voor de economische einddatum.

Het grootste nutsbedrijf van Duitsland voerde voor zijn schadeclaim aan dat de Nederlandse regering de sector juist heeft uitgenodigd om kolencentrales te bouwen. De compensatie vinden de bedrijven onvoldoende.

Uniper spande in april 2021 een rechtszaak aan met een soortgelijk argument voor zijn productielijn op steenkool die het in 2016 opende op de Maasvlakte. De energiegigant liet in augustus officieel zijn arbitrageclaim vallen. Uniper zegt niet te reageren op de uitspraak.

BEKIJK OOK:
Rusland trekt gasstrop aan: ’Vrees uitbreken nieuwe energiecrisis’

„Het is nu aan de twee bedrijven om te beslissen wat ze gaan doen”, stelt een woordvoerder van het Nederlandse ministerie van Klimaat en Energie tegen Bloomberg.

www.telegraaf.nl/financieel/200972472...
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Ukraine bans coal exports
344 Views

Ukraine’s government has introduced a ban on exports of coal, says the Ministry of Energy.

The decision was made in order to ensure supply for the heating season, in particular, the accumulation of sufficient fuel reserves for thermal generation, the ministry says. “Also, the ban will help prevent abuse and manipulation of the quality of coal that can be used for thermal generation during the heating season, and instead is exported,” it adds.

Coking coal can therefore be considered as a component of the fuel balance for thermal generation in preparation for the autumn-winter period 2022/2023, the Ministry of Energy summarises.

Ukrainian steelmaker Metinvest tells Kallanish it is studying the decision to ban coal exports and how this will influence the activities of the company. ArcelorMittal Kryvyi Rih (AMKR) did not responded before deadline to requests for comment.

Ukraine’s Zaporizhkoks plant, part of Metinvest, decreased production of blast furnace coke in January-August to 466,700 tonnes, down by 19.3% on-year following raw material shortages.

In July, Metinvest put into operation the new southern longwall 13 of block 10 at Pokrovske coal mine (see Kallanish passim). Coal reserves are estimated at more than 1 million tonnes.

Metinvest's Pokrovske mine continues to produce coking coal and is currently operating four mining sites. The company also managed to find additional markets not only in Ukraine but also in other countries – Slovakia, Hungary, Poland – and is considering the possibility of cooperation with Western European plants. The coal export ban would presumably scupper these plans.

In August, Kazakhstan introduced a ban on exports of coal by road for six months effective 1 August (see Kallanish passim).

Prior to the Russian invasion of Ukraine, AMKR purchased 350,000 tonnes/month of coking coal, with the main supply coming from ArcelorMittal's Kazakhstan-based Temirtau steelworks. Previously, the plant received 30% of the required coal from Kazakhstan, which was shipped by rail through Russia. Now, this option has been removed.

Svetoslav Abrossimov Bulgaria
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India’s Thermal Coal Imports Surge by 37% in Apr-Aug’22

Strategic Research Institute
Published on :
13 Sep, 2022, 5:30 am

Indian Port Association’s latest data that India has imported 56.273 million tonnes of thermal coal in April-August 2022, up 37% YoY

Kamarajar Ennore - 9.795 million tonnes, up 16% YoY

Paradip - 20.545 million tonnes, up 81% YoY

Deendayal - 8.696 million tonnes, down 9% YoY

Visakhapatnam - 6.950 million tonnes, up 86% YoY

VO Chidambaranar - 3.949 million tonnes, up 23% YoY

Mumbai - 2.851 million tonnes, up 29% YoY

New Mangalore -1.779 million tonnes, up 5% YoY

Mormugao - 1.708 million tonnes, up 119% YoY
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Accident Injures 6 at JSW’s Przyjazn Coking Plant in Poland

Strategic Research Institute
Published on :
26 Sep, 2022, 5:30 am

Polish coking coal miner announced that two of the six employees injured in accident at the Przyjazn coking plant in Dabrowa Górnicza have already been discharged from the hospital. The condition of the others is stable, although one of the injured is in a pharmacological coma. Of the six people injured in the explosion, three are employees of the Przyjazn coking plant, the rest are employees of external companies.

At JSW KOKS SA, which owns the coking plant in Dabrowa, a crisis team has been appointed, chaired by Mariusz Soszynski, Vice President of the Management Board of the company for production and technology. The task of the staff is to coordinate all work related to the event of September 22 this year. A special commission will also be established to determine the causes of the incident. The commission will include JSW KOKS SA specialists and external experts.

In addition to the ongoing activities aimed at explaining the causes of the explosion, the plant also continues uninterrupted work on the reconstruction and restoration of the nominal coke production capacity.
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Energiebedrijf RWE wil afbouw kolen vervroegen, maar nu nog niet
ANP Producties - Gisteren om 11:31
© ANP

BERLIJN (ANP/DPA) - Energiebedrijf RWE wil de uitfasering van kolen met acht jaar vervroegen tot 2030. Tegelijkertijd blijven twee kolencentrales van het bedrijf tot het voorjaar van 2024 in bedrijf, waar eerder was afgesproken dat deze aan het eind van het jaar zouden sluiten. Dat is vastgelegd in een overeenkomst op hoofdlijnen tussen RWE en het Duitse ministerie van Economische Zaken en het ministerie van Economische Zaken van deelstaat Noordrijn-Westfalen.

De kolencentrales blijven langer open om de energiezekerheid te versterken. Ook zorgen de kolencentrales ervoor dat er minder aardgas nodig is om energie op te wekken. Dat de komende tijd meer gebruikt gemaakt wordt van bruinkool voor de opwekking van energie betekent niet dat er meer in deze fossiele brandstof zal worden geïnvesteerd, aldus de plannen.
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