Covid 19 affecting for Indonesia coal export starting by April 2020 shipment with drop almost 20% from same month last year, and touch the peak impact by May 2020 that coal export drop more than 25% compare to May 2019.
Average monthly coal export for 2019 is around 38 Million Ton per month, and average coal export (after covid impact) April – Jul 2020 around 31 million ton per month.
Coal export until july 2020 is around 238 Million ton, in my opinion by study of latest update of every destination country and buying pattern customer for 2nd half of year, export for period August – December 2020 will be around 31 – 34 million ton per month and total for 2020 around 400 million, down around 13% from 2019 with total export around 455 million ton.
Source: Yudhi PUTRO (see original post on LinkedIn)
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