MONTHLY SUMMARY OF IMPORTED COAL & PETCOKE Indicative Imported Coal Price COAL South Africa South Africa Australia Indonesia Indonesia
(kcal/kg) 6000 NAR 5500 NAR 5500 NAR 5000 GAR 4200 GAR
Monthly Price - FOB USD 115.35 USD 85.91 USD 87.13 USD 92.88 USD 66.99
Monthly Price- FOB INR 9127 INR 7335 INR 6500 INR 6928 INR 4997
Monthly Change (USD) 7.00 12.43 12.97 9.70 6.43
Indicative Pet Coke Price PET COKE
Sulphur
Price
India-RIL(Ex-Ref.) Saudi Arabia (CIF)
-5% + 8.5%
INR 12783 INR 10622 ($142)
Monthly Change ($) INR 1294.00 11.15
USA (CIF)
- 6.5%
INR 12263 ($164)
18.90
Exchange Rate
Change (Monthly)
INR 74.59
0.89
Indicative Coking Coal Price Current Month Monthly Change (USD)
Premium Low Vol FOB CFR China 207.55 311.50 36.02
21.94
HCC 64 MID Vol Semi Soft Low Vol PCI Mid Tier PCI MET COKE 62% CSR FOB Aus CFR China FOB Aus FOB Aus FOB Aus CFR India FOB N China 179.50 272.23 143.28 149.80 148.75 395.50 442.80 4.19
47.41
South African Coal News: * South Africa-origin thermal coal prices, primarily used in sponge iron manufacturing in the steel sector, increased by 9%-11% mom at end-June 2021 on continued supply disruptions in the transportation services to the Richards Bay Coal Terminal in South Africa amid stricter lockdowns post rising infections, limited cargo availability, limited stocks on Indian ports and a sustained high Chinese demand. * One of the main coal export rail lines to South Africa's Richards Bay Coal Terminal (RBCT) has partially reopened following a 31car derailment on 3 July, but the other main line remains closed. The derailment comes at a complicated time for South African coal shippers as South African fob coal prices were
30 | CCAI Monthly Newsletter July 2021
17.09
17.86
17.56
16.50
5.43
already trading at around decade-highs before the derailment with the price of NAR 6000 Kcal/ kg raising to over $115 in July. *The departure of several major coal mining giants has resulted in a shift in the historic ownership trends of South Africa's coal mining operators, and is presenting opportunities for smaller operators to break into the market as coal is set to remain an integral part of South Africa's energy landscape for some time to come. *South African coal companies continue to experience significant rail availability issues and delays. South African coal prices are playing catchup as European power and carbon prices fell a little after significant gains. Eskom is being encouraged to review its timeline of coal plant shutdowns suggesting that the Presidential
