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Trans-Siberian BAM other Russian railways Russian border Kuzbass region Neryungri Tomsk Krasnoyarsk Taishet Bratsk Belogorsk Chita Irkutsk Ulan-Ude Naushk Zabaikalsk Grodekovo Vladivostok Khasan Ussuriysk Vostochny
• Modern coal handling equipment:
– – – – two shiploaders; two special defrosting devices; four strong magnets; two wagon tipplers (600 rail wagons per day)
Note: without brown coal
51.6 42.0 20.3 9.2 9.1 6.7 6.6 5.5 3.2 3.0 42.1 199.3
28.3 22.7 13.3 6.0 5.0 6.1 1.6 0.2 2.6 1.3 20.4 107.5
百度文库
Mechel Sibuglemet Yuzhkuzbassugol (Evraz) Vorkutaugol (Severstal) Raspadskaya Kuzbassrazrezugol Belon Stroyservis SUEK Siberian Business Union Others Total
15
Steam coal quality
Origin Russia (premium) Indonesia Australia South Africa Colombia Moisture, % 8-10 9-22 7-8 6-10 7-16 Ash, % 11-14 1-16 8-15 8-15 4-15 Sulphur, % 0.3-0.5 0.1-0.9 0.3-1.0 0.5-1.7 0.5-1.0 Volatile Matter, % 17-33 37-47 25-30 16-31 30-39 Calorific Value, Kcal/kg 6500-6800 3700-6500 5900-6900 5400-6700 5000-6500 Fixed Carbon, % 47-64 30-50 47-60 51-61 36-55 HGI 70-80 44-53 45-79 43-65 43-60
Russia’s Role in Asia’s Coal Market
The 6th Asian Pacific Coal Trading & Investment Outlook 2012 19-21 September 2012, Guangzhou, China
Alinos Enterprises Ltd
12.6 7.6 6.3 7.2 6.3 5.0 4.0 4.0 2.3 2.1 4.7 62.1
5.0 1.4 0.2 0.8 1.0 0.3 2.6 11.3
Russian coal supply to Asian countries: Jan-Aug 2012
Taiwan 6,8% Korea 27,0% India Vietnam 1,4% 0,2% China 37,4%
Key notes (2011)
1. 2. 3. 4. 5. 6. 7. 8. 9. No 6 coal producer worldwide No 3 coal exporter worldwide Export share in total coal production: 36% Kuzbass (57%), East Siberia (26%), Far East (7%), Pechora (4%), Yakutia (3%), Donbass (1%), other regions (2%) Open cut extraction: 71% Underground extraction: 29% Hard coal: 78% Brown coal: 22% Yakutia Pechora Resources 198.1 billion tonnes 3% 4%
Source: VDKI (Verein der Kohlenimporteure - The German Coal Importer Association)
16
25 mio mt
Kuzbassrazrezugol
Export
Russian coal suppliers
(Mirtrade, SUEK, others)
mio t
350 355 345 340
Russian coal production (2011)
(337 mio t)
Consumption of steam coal in Russia in 2011-2030
190 190 185 191 200
Note: including imported steam coal Source: MinEnergo, Rosinformugol
Japan 27,2%
8
Russia coal statistics
9
World seaborne coal trade outlook
1 100
Sources: ABARE, BHPB, EIA
10
Seaborne Russian coal exports
Exports from Far East ports: +20 mt by 2020
14
Distances to Guangzhou
Distance to Guangzhou Port Vostochny (Russia) Banjamarsin (Indonesia) Newcastle (Australia) Richards-Bay (South Africa) Buenaventura (Colombia) nautical miles 1 717 1 927 4 396 6 212 9 208 km 3 180 3 569 8 141 11 505 17 053 days of voyage 5-7 6-8 13-19 18-26 26-39
Coking coal
Company Raw coal production (mio mt) Export (mio mt)
SUEK Kuzbassrazrezugol Siberian Business Union Zarechnaya Mechel KTK Russian coal Vostsibugol (En+) Sibuglemet Yuzhkuzbassugol (Evraz) Others Total
Muuga
• • • • • • Coal handling capacity: > 5 mt/yr Coal handling capacity: 5 mt/y DWT: 100 000 t DWT: 100 000 t 12 separate stock piles Automatic sampling station
Mediterranean 19%
Tuapse Yuzhny Mariupol Taganrog Others 11% 3% 2% 2% 1%
Russia, Kuzbass region and Alinos’ logistics
Ust-Luga
• • • • Coal handling capacity: 1212 mt/yr • Coal handling capacity: mt/y DWT: 75 000 DWT: 75 000 tt • separate stock piles 12 12 separate stock piles • automatic sampling station Automatic sampling station
13
Russian Far East: coal handling capacities outlook
Coal handling capacity Port (terminal) / Owner VOSTOCHNY Vostochny port (PPK-1 + PPK-3) Maly Port VSK Project Sever (Petrovsky cape) Other terminals (VUT, Lesnoy) VANINO Daltransugol (Muchke) Vanino Commercial Sea Port (VMTP) NAKHODKA Evraz Nakhodka Trade Sea Port (NMTP) Other terminals (NBAMR, NZhBF, Geoport, DMM, Eastern Gates) OTHERS Posiet Vladivostok Fish Port Commercial Port of Vladivostok TOTAL 2012 2015 (forecast) 2020 (forecast)
• Modern coal handling equipment:
Donbass 1% Kuzbass 57% Far East 7% 26% East Siberia
Russian coal production
396 353 335 306 271 263 255 244 232 249 258 269 253 300 276 283 309 314 329 301 323 337
Foreign coal suppliers
(from Colombia, USA, Venezuela)
Alinos
Sales directions and loadports (2012)
Far East 18%
Vostochny 18%
Atlantic 63%
Ust-Luga Riga Ventspils Vysotsk Muuga Others (non-Russian coal) 34% 20% 3% 2% 1% 3%
Consumption of coking coal in Russia in 2011-2015
Source: MinEnergo, Rosinformugol
The largest hard coal producers in Russia (2011)
Steam coal
Company Raw coal production (mio mt) Export (mio mt)
20.7 17.0 2.5 0.5 0.7 13.2 12.0 1.2 5.2 2.5 2.7 6.0 5.0 0.5 0.5 45.1
21.5 17.0 2.5 1.0 1.0 16.5 15.0 1.5 5.4 2.5 2.9 8.0 7.0 0.5 0.5 51.4
21.5 17.0 2.5 1.0 1.0 17.5 15.5 2.0 6.5 3.5 3.0 8.5 7.0 1.0 0.5 54.0
million tonnes
Source: Long-term development of Russian coal industry up to 2030 // Programme of Russian Government
11
Russian coal exports: route to the East
12 Nakhodka
RUSSIA
Ust-Kut
Tynda Skovorodino
Komsomolsk-on-Amur Vanino Khabarovsk
Kemerovo Novosibirsk
Novokuznetsk Barnaul Blagoveshchensk
Posiet
FOB costs of Russian coal suppliers: deliveries to Pacific-Asian market
• Modern coal handling equipment:
– – – – two shiploaders; two special defrosting devices; four strong magnets; two wagon tipplers (600 rail wagons per day)
Note: without brown coal
51.6 42.0 20.3 9.2 9.1 6.7 6.6 5.5 3.2 3.0 42.1 199.3
28.3 22.7 13.3 6.0 5.0 6.1 1.6 0.2 2.6 1.3 20.4 107.5
百度文库
Mechel Sibuglemet Yuzhkuzbassugol (Evraz) Vorkutaugol (Severstal) Raspadskaya Kuzbassrazrezugol Belon Stroyservis SUEK Siberian Business Union Others Total
15
Steam coal quality
Origin Russia (premium) Indonesia Australia South Africa Colombia Moisture, % 8-10 9-22 7-8 6-10 7-16 Ash, % 11-14 1-16 8-15 8-15 4-15 Sulphur, % 0.3-0.5 0.1-0.9 0.3-1.0 0.5-1.7 0.5-1.0 Volatile Matter, % 17-33 37-47 25-30 16-31 30-39 Calorific Value, Kcal/kg 6500-6800 3700-6500 5900-6900 5400-6700 5000-6500 Fixed Carbon, % 47-64 30-50 47-60 51-61 36-55 HGI 70-80 44-53 45-79 43-65 43-60
Russia’s Role in Asia’s Coal Market
The 6th Asian Pacific Coal Trading & Investment Outlook 2012 19-21 September 2012, Guangzhou, China
Alinos Enterprises Ltd
12.6 7.6 6.3 7.2 6.3 5.0 4.0 4.0 2.3 2.1 4.7 62.1
5.0 1.4 0.2 0.8 1.0 0.3 2.6 11.3
Russian coal supply to Asian countries: Jan-Aug 2012
Taiwan 6,8% Korea 27,0% India Vietnam 1,4% 0,2% China 37,4%
Key notes (2011)
1. 2. 3. 4. 5. 6. 7. 8. 9. No 6 coal producer worldwide No 3 coal exporter worldwide Export share in total coal production: 36% Kuzbass (57%), East Siberia (26%), Far East (7%), Pechora (4%), Yakutia (3%), Donbass (1%), other regions (2%) Open cut extraction: 71% Underground extraction: 29% Hard coal: 78% Brown coal: 22% Yakutia Pechora Resources 198.1 billion tonnes 3% 4%
Source: VDKI (Verein der Kohlenimporteure - The German Coal Importer Association)
16
25 mio mt
Kuzbassrazrezugol
Export
Russian coal suppliers
(Mirtrade, SUEK, others)
mio t
350 355 345 340
Russian coal production (2011)
(337 mio t)
Consumption of steam coal in Russia in 2011-2030
190 190 185 191 200
Note: including imported steam coal Source: MinEnergo, Rosinformugol
Japan 27,2%
8
Russia coal statistics
9
World seaborne coal trade outlook
1 100
Sources: ABARE, BHPB, EIA
10
Seaborne Russian coal exports
Exports from Far East ports: +20 mt by 2020
14
Distances to Guangzhou
Distance to Guangzhou Port Vostochny (Russia) Banjamarsin (Indonesia) Newcastle (Australia) Richards-Bay (South Africa) Buenaventura (Colombia) nautical miles 1 717 1 927 4 396 6 212 9 208 km 3 180 3 569 8 141 11 505 17 053 days of voyage 5-7 6-8 13-19 18-26 26-39
Coking coal
Company Raw coal production (mio mt) Export (mio mt)
SUEK Kuzbassrazrezugol Siberian Business Union Zarechnaya Mechel KTK Russian coal Vostsibugol (En+) Sibuglemet Yuzhkuzbassugol (Evraz) Others Total
Muuga
• • • • • • Coal handling capacity: > 5 mt/yr Coal handling capacity: 5 mt/y DWT: 100 000 t DWT: 100 000 t 12 separate stock piles Automatic sampling station
Mediterranean 19%
Tuapse Yuzhny Mariupol Taganrog Others 11% 3% 2% 2% 1%
Russia, Kuzbass region and Alinos’ logistics
Ust-Luga
• • • • Coal handling capacity: 1212 mt/yr • Coal handling capacity: mt/y DWT: 75 000 DWT: 75 000 tt • separate stock piles 12 12 separate stock piles • automatic sampling station Automatic sampling station
13
Russian Far East: coal handling capacities outlook
Coal handling capacity Port (terminal) / Owner VOSTOCHNY Vostochny port (PPK-1 + PPK-3) Maly Port VSK Project Sever (Petrovsky cape) Other terminals (VUT, Lesnoy) VANINO Daltransugol (Muchke) Vanino Commercial Sea Port (VMTP) NAKHODKA Evraz Nakhodka Trade Sea Port (NMTP) Other terminals (NBAMR, NZhBF, Geoport, DMM, Eastern Gates) OTHERS Posiet Vladivostok Fish Port Commercial Port of Vladivostok TOTAL 2012 2015 (forecast) 2020 (forecast)
• Modern coal handling equipment:
Donbass 1% Kuzbass 57% Far East 7% 26% East Siberia
Russian coal production
396 353 335 306 271 263 255 244 232 249 258 269 253 300 276 283 309 314 329 301 323 337
Foreign coal suppliers
(from Colombia, USA, Venezuela)
Alinos
Sales directions and loadports (2012)
Far East 18%
Vostochny 18%
Atlantic 63%
Ust-Luga Riga Ventspils Vysotsk Muuga Others (non-Russian coal) 34% 20% 3% 2% 1% 3%
Consumption of coking coal in Russia in 2011-2015
Source: MinEnergo, Rosinformugol
The largest hard coal producers in Russia (2011)
Steam coal
Company Raw coal production (mio mt) Export (mio mt)
20.7 17.0 2.5 0.5 0.7 13.2 12.0 1.2 5.2 2.5 2.7 6.0 5.0 0.5 0.5 45.1
21.5 17.0 2.5 1.0 1.0 16.5 15.0 1.5 5.4 2.5 2.9 8.0 7.0 0.5 0.5 51.4
21.5 17.0 2.5 1.0 1.0 17.5 15.5 2.0 6.5 3.5 3.0 8.5 7.0 1.0 0.5 54.0
million tonnes
Source: Long-term development of Russian coal industry up to 2030 // Programme of Russian Government
11
Russian coal exports: route to the East
12 Nakhodka
RUSSIA
Ust-Kut
Tynda Skovorodino
Komsomolsk-on-Amur Vanino Khabarovsk
Kemerovo Novosibirsk
Novokuznetsk Barnaul Blagoveshchensk
Posiet
FOB costs of Russian coal suppliers: deliveries to Pacific-Asian market