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U.S. ATLANTIC & GULF COAST COAL EXPORT REPORT October 2021 [email protected] | (757) 627-6286 | www.tparkerhost.com

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Page 1: COAL EXPORT REPORT

October 2021 U.S. Atlantic & Gulf Coast Coal Report 1October 2021 U.S. Atlantic & Gulf Coast Coal Reportwww.tparkerhost.com | [email protected] | P: (757) 627 6286 | 24 Hour Service

U.S. Atlantic and Gulf Coast Coal Export ReportOctober 2021

U. S. ATL ANTIC & GULF COAST

COAL EXPORT REPORT

October 2021

[email protected] | (757) 627-6286 | www.tparkerhost.com

Page 2: COAL EXPORT REPORT

3

Table of ContentsAnalytic Summary

Monthly Met & Thermal Exports by Vessel Call

Exports to Destination Regions from Hampton Roads & Baltimore

Month over Month Analysis

Coal Type by Destination Region

Combined Ports - 12 Month Trend

Annualized Exports by Pier

2020 YTD versus 2021 YTD by Destination Region

Seasonal Changes in Exports to Destination Regions

12 Month Trend in Exports to Destination Regions

Coal Type by Shipper

Annualized Exports by Shipper Comparison

CNX Terminal

CSX Terminal

TPA Terminal

Baltimore Weather Report

DTA Terminal

Norfolk Southern Terminal

Pier IX Terminal

Hampton Roads Weather Report

McDuffie Terminal

Convent Marine Terminal

Midstream Bouys

UBT Terminal

HBT Terminal

Weather Report - Gulf Ports

4

5-7

8-9

8

9

10

11

12-13

12

13

14

15

16

17

18

19

20

21

22

23

24

25

26

27

28

29

DISCLAIMER:All rights reserved. No copying, reproduction, or distribution in any form of the information contained herein is permitted without the prior written permission of T. Parker Host, Inc. The information published is compiled from several sources that include local Maritime Associations, Pilot Logs, Terminal Line-Ups, EIA Data, US Customs, Port and Trade Organizations, etc. While every effort has been made on our part to ensure the accuracy, T. Parker Host, Inc. can give no assurances or warranty of the contents contained herein. There will be updates to the data contained in the months after when more accurate data is received.

Page 3: COAL EXPORT REPORT

4 October 2021 U.S. Atlantic & Gulf Coast Coal Report 5October 2021 U.S. Atlantic & Gulf Coast Coal Report

MARAN DAWN BALTIMORE CNX CNX COAL BRAZIL ARCELORMITTAL MET 33,017

AGRI GRANDE BALTIMORE CNX TO ORDER CHINA TO ORDER MET 35,000

VIBEKE IRIS BALTIMORE CNX ROBINDALE CHINA TO ORDER MET 70,000

OCEANIA MARU BALTIMORE CNX XCOAL JAPAN NIPPON STEEL MET 120,452

GREEN K-MAX 1 BALTIMORE CNX XCOAL NETHERLANDS TATA STEEL MET 22,886

ANGLO ALEXANDRIA BALTIMORE CSX ARCH CHINA TO ORDER MET 121,253

AM HAMBURG BALTIMORE CSX TO ORDER INDIA ARCELORMITTAL MET 77,000

BALTIA BALTIMORE CSX ARCH NETHERLANDS TATA STEEL MET 52,728

BALTIA BALTIMORE CSX XCOAL NETHERLANDS TATA STEEL MET 16,511

PANASIATIC BALTIMORE CSX ARCH UKRAINE ERDEMIR MET 70,000

REDMER OLDENDORFF BALTIMORE CSX UNITED UKRAINE METINVEST MET 32,799

YANNIS BALTIMORE CSX UNITED UKRAINE METINVEST MET 42,809

JUBILANT DREAM BALTIMORE CSX ARCH VENEZUELA TO ORDER MET 110,000

BALTIC K H ROADS DTA BLACKHAWK BRAZIL GERDAU ACOMINAS MET 25,000

MARAN DAWN H ROADS DTA BLACKHAWK BRAZIL ARCELORMITTAL MET 71,500

RIO TAMARA H ROADS DTA ALPHA BRAZIL CSP MET 74,389

RIO TAMARA H ROADS DTA ARCH BRAZIL CSP MET 19,000

ROYAL NEPTUNE H ROADS DTA ALPHA BRAZIL USIMINAS MET 24,455

ROYAL NEPTUNE H ROADS DTA BLACKHAWK BRAZIL USIMINAS MET 53,445

SUN EXCELSIOR H ROADS DTA XCOAL BRAZIL TERNIUM MET 40,000

CAPE CRANE H ROADS DTA ALPHA CHINA TO ORDER MET 140,000

TRABZON H ROADS DTA ALPHA FRANCE ARCELORMITTAL MET 75,309

WADI AL MALEKAT H ROADS DTA ALPHA FRANCE ARCELORMITTAL MET 47,702

BW KOBE H ROADS DTA ALPHA NETHERLANDS ARCELORMITTAL MET 77,000

LILA SHANGHAI H ROADS DTA ALPHA NETHERLANDS ARCELORMITTAL MET 30,800

FASSA H ROADS DTA ARCH POLAND ARCELORMITTAL MET 22,000

FEDERAL TIBER H ROADS DTA ARCH POLAND METALIMEX MET 20,974

FEDERAL TIBER H ROADS DTA RAMACO POLAND LIBERTY MET 10,767

FEDERAL TIBER H ROADS DTA RAMACO POLAND METALIMEX MET 11,000

GOLDEN FORWARD H ROADS DTA XCOAL SPAIN NALON / DOY MET 30,150

GREEN K-MAX 4 H ROADS DTA TO ORDER SPAIN ARCELORMITTAL MET 44,075

BALTIC K H ROADS NS JAVELIN BRAZIL GERDAU ACOMINAS MET 21,750

KYPROS LAND H ROADS NS CM ENERGY BRAZIL CSP MET 65,000

LAN HUA HAI H ROADS NS CORONADO BRAZIL ARCELORMITTAL MET 80,000

AGRI PRINCESS H ROADS NS INTEGRITY CHINA TO ORDER MET 70,000

ALAMEDA H ROADS NS JAVELIN CHINA UNIPER MET 55,000

CAPE SWAN H ROADS NS XCOAL CHINA TO ORDER MET 80,000

FALCON CONFIDENCE H ROADS NS CM ENERGY CHINA ECOMMODITIES MET 22,000

October 2021 Analytic Summary

Port Pier Shipper Country Met/Thermal

Metric Tons

Vessel Name

October Coal Exports from Baltimore, Hampton Roads, Houston, Mobile and New Orleans by Vessel Call

Receiver GroupExports from Baltimore, Hampton Roads, Houston, Mobile, and New Orleans Ports

Met Coal Oct-21 YoY Change 2021 YTD YTD YoY ChangeBaltimore 804,455 135.00% 5,392,392 8.53%Hampton Roads 2,097,971 5.92% 21,365,915 14.59%Houston - - - -Mobile 791,365 8.41% 6,503,129 -6.40%New Orleans - - - -Total 3,693,791 20.99% 33,261,436 8.49%

Thermal Coal Oct-21 YoY Change 2021 YTD YTD YoY ChangeBaltimore 819,959 2.88% 11,170,969 58.85%Hampton Roads 280,322 - 2,097,876 39.36%Houston 13,354 - 302,958 -Mobile 152,654 46.78% 496,819 -7.66%New Orleans 891,401 198.97% 7,804,856 197.08%Total 2,157,690 79.93% 21,873,477 86.90%

Total Oct-21 YoY Change 2021 YTD YTD YoY Change

Total 5,851,482 37.61% 55,134,913 30.15%

Coal exports from Baltimore, Hampton Roads, Mobile, Houston, and New Orleans totaled 5,851,482 MT in October 2021. This total is above September 2021 by 1,008,353 MT. This months’ exports were above October 2020 exports by 1,599,409 MT with thermal coal exports increasing by 958,536 MT and met exports increasing by 640,873 MT. Total exports were above the 12-month average by 419,477 MT.

East Coast terminals – CNX, CSX, Norfolk Southern, and Pier IX experienced increases in exports of 210,408 MT, 274,688 MT, 59,146 MT, and 482,620 MT, respectively, as compared to October 2020. DTA experienced a decrease in coal exports of 144,096 MT, compared to October 2020. In the Gulf, HBT, McDuffie, CMT, Midstream Buoys, and UBT all had increases of 13,354 MT, 110,046 MT, 163,467 MT, 231,706 MT and 198,070 MT, respectively.

In October, the Far East received the largest shares of exports from Baltimore, Hampton Roads, Mobile and New Orleans at 2,496,962 MT, a 16.90% increase over September 2021. Northern Europe received the second largest shares of exports at 2,101,309 MT, a 155.11% increase from the previous month, and the Americas received the third largest shares of exports with 826,558 MT, a 7.69% decrease over September 2021.

Page 4: COAL EXPORT REPORT

6 October 2021 U.S. Atlantic & Gulf Coast Coal Report 7October 2021 U.S. Atlantic & Gulf Coast Coal Report

October Coal Exports from Baltimore, Hampton Roads, Houston, Mobile and New Orleans by Vessel Call

FALCON CONFIDENCE H ROADS NS JAVELIN CHINA ECOMMODITIES MET 29,000

FALCON CONFIDENCE H ROADS NS ROBINDALE CHINA ECOMMODITIES MET 18,497

FALCON CONFIDENCE H ROADS NS UNITED CHINA ECOMMODITIES MET 65,386

CARL OLDENDORFF H ROADS NS JAVELIN INDIA JSW MET 55,000

KASHIMA MARU H ROADS NS XCOAL JAPAN NIPPON STEEL MET 18,817

GREEN K-MAX 5 H ROADS NS CORONADO NETHERLANDS TATA STEEL MET 80,000

LILA SHANGHAI H ROADS NS INTEGRITY NETHERLANDS ARCELORMITTAL MET 45,000

SAMSUN H ROADS NS INTEGRITY NETHERLANDS ARCELORMITTAL MET 22,031

QUEEN H ROADS NS INTEGRITY ROMANIA DBK MET 9,382

QUEEN H ROADS NS XCOAL ROMANIA DBK MET 11,053

LOXANDRA H ROADS NS UNITED UKRAINE METINVEST MET 66,253

SEA HERMES H ROADS NS UNITED UKRAINE METINVEST MET 73,819

CAPE SWAN H ROADS PIER IX XCOAL CHINA TO ORDER MET 56,250

OCEAN FREEDOM H ROADS PIER IX INTEGRITY CROATIA DBK MET 32,118

WADI AL MALEKAT H ROADS PIER IX ARCH FRANCE ARCELORMITTAL MET 20,000

PEDHOULAS CHERRY H ROADS PIER IX JAVELIN INDIA JSW MET 17,000

CSL TACOMA H ROADS PIER IX XCOAL JAPAN NIPPON STEEL MET 54,887

KASHIMA MARU H ROADS PIER IX XCOAL JAPAN NIPPON STEEL MET 91,437

SSI AVENGER H ROADS PIER IX CORONADO LITHUANIA TO ORDER MET 50,000

FEDERAL TIBER H ROADS PIER IX VISA COMMODITIES POLAND METALIMEX MET 9,823

QUEEN H ROADS PIER IX INTEGRITY ROMANIA DBK MET 9,903

QUEEN H ROADS PIER IX XCOAL ROMANIA DBK MET 18,000

GREEN K-MAX 4 H ROADS PIER IX TO ORDER SPAIN ARCELORMITTAL MET 33,000

SUN EXCELSIOR MOBILE MCDUFFIE BRAZIL MET 28,748

BUILDER MOBILE MCDUFFIE CHINA MET 72,615

PANTARISTE MOBILE MCDUFFIE CHINA MET 100,000

OCEANUS MOBILE MCDUFFIE FINLAND MET 60,500

IRELAND MOBILE MCDUFFIE JAPAN MET 60,000

OTOTACHIBANA MOBILE MCDUFFIE JAPAN MET 116,025

TSUKUBA MARU MOBILE MCDUFFIE JAPAN MET 54,030

GREEN K-MAX 3 MOBILE MCDUFFIE NETHERLANDS MET 71,457

XENIA MOBILE MCDUFFIE NETHERLANDS MET 79,818

MSC MAGALI MOBILE MCDUFFIE SLOVENIA MET 90,000

ARKLOW SPRAY MOBILE MCDUFFIE UK MET 32,995

SEASTAR TRADER MOBILE MCDUFFIE UK MET 25,177

ALGOMA VICTORY BALTIMORE CNX CNX COAL CANADA NSPI THERMAL 55,300

MARAN VISION BALTIMORE CNX CNX COAL CHINA TO ORDER THERMAL 123,617

AQUATONKA BALTIMORE CNX CNX COAL INDIA IMAN RESOURCES THERMAL 125,032

STAR VIRGO BALTIMORE CNX CNX COAL INDIA TO ORDER THERMAL 141,720

Port Pier Shipper Country Met/Thermal

Metric Tons

Vessel Name Receiver Group

3,693,791 MT

TOTAL MET Exported

TOTAL THERMAL Exported

2,157,690 MT

October Coal Exports from Baltimore, Hampton Roads, Houston, Mobile and New Orleans by Vessel Call

LOWLANDS YELLOW BALTIMORE CNX CNX COAL NETHERLANDS JERA THERMAL 90,565

BALTIC PEARL BALTIMORE CNX XCOAL TRINIDAD TO ORDER THERMAL 30,000

NAVIOS GEM BALTIMORE CSX JAVELIN INDIA TO ORDER THERMAL 127,725

PARTNERSHIP BALTIMORE CSX JAVELIN INDIA TO ORDER THERMAL 126,000

GREAT VOYAGE H ROADS NS JERA CHILE ENEL THERMAL 51,600

LOWLANDS AMBER H ROADS PIER IX JERA JAPAN JERA THERMAL 82,000

ENERGY TRITON H ROADS PIER IX JERA MOROCCO TAQA MOROCCO THERMAL 70,340

HAMBURG WAY H ROADS PIER IX JERA MOROCCO ONEE THERMAL 34,858

PORT OSAKA H ROADS PIER IX JERA MOROCCO ONEE THERMAL 41,525

SIDER TAYRONA HOUSTON HBT GUATEMALA THERMAL 13,354

KYPROS LOYALTY MOBILE MCDUFFIE NETHERLANDS THERMAL 73,500

THALIA MOBILE MCDUFFIE NETHERLANDS THERMAL 79,154

NORD CHESAPEAKE NEW ORLEANS CMT EGYPT THERMAL 57,812

JABAL SAMHAN NEW ORLEANS CMT MOROCCO THERMAL 55,000

KN BLOSSOM NEW ORLEANS CMT NETHERLANDS THERMAL 70,000

KYPROS LOYALTY NEW ORLEANS CMT NETHERLANDS THERMAL 65,000

LOWLANDS BLUE NEW ORLEANS CMT NETHERLANDS THERMAL 70,000

N AMALTHIA NEW ORLEANS CMT NETHERLANDS THERMAL 72,705

PRESINGE NEW ORLEANS CMT UK THERMAL 66,704

FU XING HAI NEW ORLEANS MIDSTREAM ECUADOR THERMAL 30,000

GENAVA NEW ORLEANS MIDSTREAM NETHERLANDS THERMAL 56,109

NONI NEW ORLEANS MIDSTREAM PAKISTAN THERMAL 50,000

FEDERAL LYRA NEW ORLEANS MIDSTREAM TURKEY THERMAL 45,000

SINGAPORE EAGLE NEW ORLEANS MIDSTREAM UKRAINE THERMAL 55,000

AQUAENNA NEW ORLEANS UBT INDIA THERMAL 121,219

ATROTOS HERACLES NEW ORLEANS UBT NETHERLANDS THERMAL 76,851

Port Pier Shipper Country Met/Thermal

Metric Tons

Vessel Name Receiver Group

Page 5: COAL EXPORT REPORT

8 October 2021 U.S. Atlantic & Gulf Coast Coal Report 9October 2021 U.S. Atlantic & Gulf Coast Coal Report

Exports from Baltimore, Hampton Roads, Houston Mobile and New Orleans to Destination Regions

AMERICAS

826,558Metric Tons

THERMALMET

MONTH OVER MONTH by DESTINATION REGION

September 2021 vs October 2021Africa - -

Americas -0.59% -26.53%Far East 4.26% 49.12%

Mediterranean -72.47% -37.14%Northern Europe 116.36% 267.63%

Overall Percentage Change 11.91% 39.88%

MEDITERRANEAN

426,652Metric Tons

THERMALMET

COAL TYPE by DESTINATION REGION

October 2021Africa 0 0

Americas 646,304 180,254Far East 1,599,649 897,313

Mediterranean 122,118 304,535Northern Europe 1,325,720 775,589

Total Metric Tons Exported 3,693,791 2,157,690

FAR EAST

2,496,962Metric Tons

NORTHERN EUROPE

2,101,309Metric Tons

AFRICAS0

Metric Tons

Page 6: COAL EXPORT REPORT

10 October 2021 U.S. Atlantic & Gulf Coast Coal Report 11October 2021 U.S. Atlantic & Gulf Coast Coal Report

Comparison Prior Year (Metric Tons)Annualized Exports by Pier

2020 YTD (MT) Annualized 2020 (MT) 2021 YTD (MT) Annualized 2021 (MT)

Projected

Annualized %

ChangeBALTIMORE 12,001,189 14,830,707 16,563,361 19,876,033 34.02%CNX 7,078,417 8,979,211 10,370,234 12,444,280 38.59%CSX 4,922,772 5,765,157 6,193,127 7,431,753 28.91%TPA 0 86,339 0 0 -100.00%

HAMPTON ROADS 20,151,544 24,162,674 23,463,791 28,156,549 16.53%DTA 8,842,940 10,355,101 9,991,714 11,990,057 15.79%NORFOLK SOUTHERN 8,497,170 10,278,975 8,942,475 10,730,970 4.40%PIER IX 2,811,435 3,528,598 4,529,602 5,435,522 54.04%

HOUSTON 0 0 93,404 112,085 0.00%DEEPWATER 0 0 93,404 112,085 0.00%HBT 0 453,109 209,554 251,465 -44.50%

MOBILE 7,485,845 9,621,386 6,999,948 8,399,938 -12.70%CHIPCO 33,000 70,729 47,037 56,444 -20.20%MCDUFFIE 7,452,845 9,550,657 6,952,911 8,343,493 -12.64%

NEW ORLEANS 2,723,538 3,796,496 7,804,856 9,365,827 146.70%CMT 1,656,618 2,657,609 4,994,920 5,993,904 125.54%IMT 185,887 185,887 30,000 36,000 -80.63%MIDSTREAM BUOYS 784,726 806,726 1,748,101 2,097,721 160.03%UBT 96,307 146,274 1,031,834 1,238,201 746.49%

Grand Total 42,362,116 52,411,262 54,925,359 65,910,431 25.76%

13,354

457,222

236,109

198,070

944,019

939,589

621,140

817,565

847,589

776,825

0 100,000 200,000 300,000 400,000 500,000 600,000 700,000 800,000 900,000 1,000,000

CNX

CSX

NS

PIER IX

DTA

MCDUFFIE

CMT

MIDSTREAM BUOYS

UBT

HBT

BALTIMORE HAMPTON ROADS MOBILE NEW ORLEANS HOUSTON

Combined Met & Thermal Exports from Baltimore, Hampton Roads, Houston, Mobile, New Orleans and Houston Ports

October 2021 Coal Exports from US Gulf and East Coast Piers (Metric Tons)

12 Month Trend In Coal Exports from U.S Gulf and East Coast Ports (Metric Tons)

0

500

1,000

1,500

2,000

2,500

3,000

Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21

Thou

sand

s

BALTIMORE HAMPTON ROADS MOBILE NEW ORLEANS HOUSTON

Page 7: COAL EXPORT REPORT

12 October 2021 U.S. Atlantic & Gulf Coast Coal Report 13October 2021 U.S. Atlantic & Gulf Coast Coal Report

12 Month Trend in Exports by Destination Region

Americas Far East Mediterranean Northern Europe

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

Nov-20 Dec-20 Jan-21 Feb-21 Mar-21 Apr-21 May-21 Jun-21 Jul-21 Aug-21 Sep-21 Oct-21M

ETRI

C TO

NS

Africa -100.00% 0.00%Americas 4.46% -62.41%

Far East 52.70% 78.10%Mediterranean -24.88% 424.97%

Northern Europe 15.75% 391.68%

2020 YTD versus 2021 YTD by Destination Region

2020 Metric Tons 2021 Metric Tons

DESTINATION REGION MET THERMAL

October 2020 versus October 2021 SEASONAL CHANGE

0

5,000,000

10,000,000

15,000,000

20,000,000

25,000,000

30,000,000

Africa Americas Far East Mediterranean Northern Europe

MET

RIC

TO

NS

Africa Northern EuropeAmericas Far East Mediterranean

Page 8: COAL EXPORT REPORT

14 October 2021 U.S. Atlantic & Gulf Coast Coal Report 15October 2021 U.S. Atlantic & Gulf Coast Coal Report

Annualized Exports by Shipper, Comparison Prior Year - USEC

ALLIANCE COAL - 331,768 398,122 ALPHA 8,399,224 5,979,338 7,175,206 ARCH 3,585,633 3,395,358 4,074,430 BLACKHAWK 1,445,435 1,099,874 1,319,849 BLUESTONE 252,365 327,437 392,925 BROOKS RUN MINING COMPANY - 93,138 111,766 CM ENERGY 142,102 346,114 415,336 CNX COAL RESOURCES 2,415,460 6,314,973 7,577,968 COMMONWEALTH COAL 122,355 148,389 178,067 CORONADO 923,679 1,369,556 1,643,468 IMI FUELS, LLC 49,500 24,000 28,800 INTEGRITY 1,443,020 1,505,984 1,807,181 JAVELIN 4,257,767 5,183,365 6,220,038 JERA 1,494,110 1,885,224 2,262,269 RAMACO 433,982 535,445 642,535 ROBINDALE 360,895 1,010,955 1,213,146 ROSEBUD - 50,180 60,217 SOUTHERN MINERALS 18,718 6,914 8,296 TRAFIGURA 105,071 82,652 99,182 UNITED 3,034,423 2,161,727 2,594,072 XCOAL 9,471,451 6,611,676 7,934,011 Grand Total 37,955,191 38,464,069 46,156,883

Projected Percentage Change 21.61%

2020 TOTAL (MT) 2021 YTD (MT) Annualized 2021 (MT)

Shipper

Shipper

Coal Type by Shipper - USEC

ALPHA 635,279 28.12% - 0.00% 469,654 17.37% - 0.00%

ARCH 305,727 13.53% - 0.00% 435,955 16.13% - 0.00%

BLACKHAWK 122,053 5.40% - 0.00% 149,945 5.55% - 0.00%

CM ENERGY - 0.00% - 0.00% 87,000 3.22% - 0.00%

CNX COAL - 0.00% 267,629 33.58% 33,017 1.22% 536,234 48.74%

CORONADO 292,974 12.97% - 0.00% 210,000 7.77% - 0.00%

INTEGRITY 104,419 4.62% - 0.00% 188,433 6.97% - 0.00%

JAVELIN 182,985 8.10% 276,460 34.69% 177,750 6.57% 253,725 23.06%

JERA - 0.00% - 0.00% - 0.00% 280,322 25.48%

RAMACO 45,220 2.00% - 0.00% 21,767 0.81% - 0.00%

ROBINDALE - 0.00% - 0.00% 88,497 3.27% - 0.00%

UNITED 254,854 11.28% - 0.00% 281,066 10.40% - 0.00%

XCOAL 315,588 13.97% 252,907 31.73% 560,444 20.73% 30,000 2.73%

TOTALS 2,259,099 100% 796,996 100% 2,703,528 100% 1,100,281 100%

Thermal (MT)

% of Total Met

Thermal (MT)

% of Total Thermal

October 2020

Met (MT)

Met (MT)

October 2021% of Total

Met% of Total Thermal

Page 9: COAL EXPORT REPORT

16 October 2021 U.S. Atlantic & Gulf Coast Coal Report 17October 2021 U.S. Atlantic & Gulf Coast Coal Report

CSX Terminal, Baltimore MD

October Monthly total = 776,825 MT 2021 YTD total = 6,193,127 MT

523,100

253,725

0

100,000

200,000

300,000

400,000

500,000

600,000

MET THERMAL

60 Month Trend In Met Coal Exports from CSX (Metric Tons)

60 Month Trend In Thermal Coal Exports from CSX (Metric Tons)

0100,000200,000300,000400,000500,000600,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

0100,000200,000300,000400,000500,000600,000700,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

2,812,241

3,380,886

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

4,000,000

MET THERMAL

CNX Terminal, Baltimore MD

October Monthly total = 847,589 MT 2021 YTD total = 10,370,234 MT

60 Month Trend In Met Coal Exports from CNX (Metric Tons)

60 Month Trend In Thermal Coal Exports from CNX (Metric Tons)

0200,000400,000600,000800,000

1,000,0001,200,0001,400,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

281,355

566,234

0

100,000

200,000

300,000

400,000

500,000

600,000

MET THERMAL

2,580,151

7,790,083

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

9,000,000

MET THERMAL

0100,000200,000300,000400,000500,000600,000700,000

Nov-

16

Jan-

17

Mar

-17

May

-17

Jul-1

7

Sep-

17

Nov-

17

Jan-

18

Mar

-18

May

-18

Jul-1

8

Sep-

18

Nov-

18

Jan-

19

Mar

-19

May

-19

Jul-1

9

Sep-

19

Nov-

19

Jan-

20

Mar

-20

May

-20

Jul-2

0

Sep-

20

Nov-

20

Jan-

21

Mar

-21

May

-21

Jul-2

1

Sep-

21

Page 10: COAL EXPORT REPORT

18 October 2021 U.S. Atlantic & Gulf Coast Coal Report 19October 2021 U.S. Atlantic & Gulf Coast Coal Report

Baltimore Weather Report - October 2021

Source: Website (www.accuweather.com)

0

0.5

1

1.5

2

2.5

3

3.5

0102030405060708090

100

FRI 1

0/01

SAT

10/0

2SU

N 1

0/03

MO

N 1

0/04

TUE

10/0

5W

ED 1

0/06

THU

10/

07FR

I 10/

08SA

T 10

/09

SUN

10/

10M

ON

10/

11TU

E 10

/12

WED

10/

13TH

U 1

0/14

FRI 1

0/15

SAT

10/1

6SU

N 1

0/17

MO

N 1

0/18

TUE

10/1

9W

ED 1

0/20

THU

10/

21FR

I 10/

22SA

T 10

/23

SUN

10/

24M

ON

10/

25TU

E 10

/26

WED

10/

27TH

U 1

0/28

FRI 1

0/29

SAT

10/3

0SU

N 1

0/31

Prec

ip in

Inch

es

Tem

p in

o F

Temperature & Precipitation for Baltimore, MD

Precip Hi Lo

TPA Terminal, Baltimore MD

October Monthly total = 0 MT 2021 YTD total = 0 MT

000

50,000

MET THERMAL

30 Month Trend In Met Coal Exports from TPA (Metric Tons)

30 Month Trend In Thermal Coal Exports from TPA (Metric Tons)

0

10,000

20,000

30,000

40,000

50,000

60,000

70,000

Feb-

19

Mar

-19

Apr-1

9

May

-19

Jun-

19

Jul-1

9

Aug-1

9

Sep-

19

Oct-1

9

Nov-1

9

Dec-1

9

Jan-2

0

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-2

0

Sep-

20

Oct-2

0

Nov-2

0

Dec-2

0

Jan-2

1

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

0

50,000

100,000

150,000

200,000

Feb-

19

Mar

-19

Apr-1

9

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

0 00

0

0

0

0

1

1

1

1

1

1

MET THERMAL

Page 11: COAL EXPORT REPORT

20 October 2021 U.S. Atlantic & Gulf Coast Coal Report 21October 2021 U.S. Atlantic & Gulf Coast Coal Report

Norfolk Southern Terminal, Hampton Roads, VA

October Monthly total = 939,589 MT 2021 YTD total = 8,942,475 MT

60 Month Trend In Met Coal Exports from Norfolk Southern (Metric Tons)

60 Month Trend In Thermal Coal Exports from Norfolk Southern (Metric Tons)

0200,000400,000600,000800,000

1,000,0001,200,0001,400,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

0

100,000

200,000

300,000

400,000

500,000

Nov-

16

Jan-

17

Mar

-17

May

-17

Jul-1

7

Sep-

17

Nov-

17

Jan-

18

Mar

-18

May

-18

Jul-1

8

Sep-

18

Nov-

18

Jan-

19

Mar

-19

May

-19

Jul-1

9

Sep-

19

Nov-

19

Jan-

20

Mar

-20

May

-20

Jul-2

0

Sep-

20

Nov-

20

Jan-

21

Mar

-21

May

-21

Jul-2

1

Sep-

21

887,989

51,600

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

900,000

1,000,000

MET THERMAL

8,473,753

468,722

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

8,000,000

9,000,000

MET THERMAL

DTA Terminal, Hampton Roads, VA

October Monthly total = 817,565 MT 2021 YTD total = 9,991,714 MT

60 Month Trend In Met Coal Exports from DTA (Metric Tons)

60 Month Trend In Thermal Coal Exports from DTA (Metric Tons)

0200,000400,000600,000800,000

1,000,0001,200,0001,400,0001,600,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

817,565

00

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

900,000

MET THERMAL

9,991,714

00

2,000,000

4,000,000

6,000,000

8,000,000

10,000,000

12,000,000

MET THERMAL

050,000

100,000150,000200,000250,000300,000350,000400,000450,000

Nov-1

6

Jan-

17

Mar

-17

May

-17

Jul-1

7

Sep-

17

Nov-1

7

Jan-

18

Mar

-18

May

-18

Jul-1

8

Sep-

18

Nov-1

8

Jan-

19

Mar

-19

May

-19

Jul-1

9

Sep-

19

Nov-1

9

Jan-

20

Mar

-20

May

-20

Jul-2

0

Sep-

20

Nov-2

0

Jan-

21

Mar

-21

May

-21

Jul-2

1

Sep-

21

Page 12: COAL EXPORT REPORT

22 October 2021 U.S. Atlantic & Gulf Coast Coal Report 23October 2021 U.S. Atlantic & Gulf Coast Coal Report

Hampton Roads Weather Report - October 2021

Source: Website (www.accuweather.com)

0

0.1

0.2

0.3

0.4

0.5

0.6

0.7

0102030405060708090

100

FRI 1

0/01

SAT

10/0

2SU

N 1

0/03

MO

N 1

0/04

TUE

10/0

5W

ED 1

0/06

THU

10/

07FR

I 10/

08SA

T 10

/09

SUN

10/

10M

ON

10/

11TU

E 10

/12

WED

10/

13TH

U 1

0/14

FRI 1

0/15

SAT

10/1

6SU

N 1

0/17

MO

N 1

0/18

TUE

10/1

9W

ED 1

0/20

THU

10/

21FR

I 10/

22SA

T 10

/23

SUN

10/

24M

ON

10/

25TU

E 10

/26

WED

10/

27TH

U 1

0/28

FRI 1

0/29

SAT

10/3

0SU

N 1

0/31

Prec

ip in

Inch

es

Tem

p in

o F

Temperature & Precipitation for Hampton Roads, VA

Precip Hi Lo

Pier IX Terminal, Hampton Roads, VA

October Monthly total = 621,140 MT 2021 YTD total = 4,529,602 MT

60 Month Trend In Met Coal Exports from Pier IX (Metric Tons)

60 Month Trend In Thermal Coal Exports from Pier IX (Metric Tons)

0100,000200,000300,000400,000500,000600,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

0100,000200,000300,000400,000500,000600,000700,000

Nov-

16Ja

n-17

Mar

-17

May

-17

Jul-1

7Se

p-17

Nov-

17Ja

n-18

Mar

-18

May

-18

Jul-1

8Se

p-18

Nov-

18Ja

n-19

Mar

-19

May

-19

Jul-1

9Se

p-19

Nov-

19Ja

n-20

Mar

-20

May

-20

Jul-2

0Se

p-20

Nov-

20Ja

n-21

Mar

-21

May

-21

Jul-2

1Se

p-21

392,418

228,722

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

MET THERMAL

2,900,448

1,629,154

0

500,000

1,000,000

1,500,000

2,000,000

2,500,000

3,000,000

3,500,000

MET THERMAL

Page 13: COAL EXPORT REPORT

24 October 2021 U.S. Atlantic & Gulf Coast Coal Report 25October 2021 U.S. Atlantic & Gulf Coast Coal Report

Convent Marine Terminal, New Orleans, LA

October Monthly total = 457,222 MT 2021 YTD total = 4,994,920 MT

30 Month Trend In Met Coal Exports from CMT (Metric Tons)

30 Month Trend In Thermal Coal Exports from CMT (Metric Tons)

0100,000200,000300,000400,000500,000600,000700,000800,000

May

-19

Jun-

19Ju

l-19

Aug-

19Se

p-19

Oct-1

9No

v-19

Dec-

19Ja

n-20

Feb-

20M

ar-2

0Ap

r-20

May

-20

Jun-

20Ju

l-20

Aug-

20Se

p-20

Oct-2

0No

v-20

Dec-

20Ja

n-21

Feb-

21M

ar-2

1Ap

r-21

May

-21

Jun-

21Ju

l-21

Aug-

21Se

p-21

Oct-2

1

0

457,222

0

50,000

100,000

150,000

200,000

250,000

300,000

350,000

400,000

450,000

500,000

MET THERMAL

0

4,994,920

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

MET THERMAL

0

10,000

20,000

30,000

40,000

50,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

McDuffie Terminal, Mobile, AL

October Monthly total = 944,019 MT 2021 YTD total = 6,952,911 MT

30 Month Trend In Met Coal Exports from McDuffie (Metric Tons)

30 Month Trend In Thermal Coal Exports from McDuffie (Metric Tons)

0

50,000

100,000

150,000

200,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

791,365

152,654

0

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

900,000

MET THERMAL

6,456,092

496,819

0

1,000,000

2,000,000

3,000,000

4,000,000

5,000,000

6,000,000

7,000,000

MET THERMAL

0200,000400,000600,000800,000

1,000,0001,200,0001,400,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

Page 14: COAL EXPORT REPORT

26 October 2021 U.S. Atlantic & Gulf Coast Coal Report 27October 2021 U.S. Atlantic & Gulf Coast Coal Report

UBT Terminal, New Orleans, LA

October Monthly total = 198,070 MT 2021 YTD total = 1,031,834 MT

30 Month Trend In Met Coal Exports from UBT (Metric Tons)

30 Month Trend In Thermal Coal Exports from UBT (Metric Tons)

0

50,000

100,000

150,000

200,000

250,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct

-19

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-

20

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct

-20

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-

21

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct

-21

0

198,070

0

50,000

100,000

150,000

200,000

250,000

MET THERMAL

0

1,031,834

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

MET THERMAL

010,00020,00030,00040,00050,00060,00070,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

Midstream Buoys Terminals, New Orleans, LA

October Monthly total = 236,109 MT 2021 YTD total = 1,748,101 MT

30 Month Trend In Met Coal Exports from Midstream Buoys (Metric Tons)

30 Month Trend In Thermal Coal Exports from Midstream Buoys (Metric Tons)

0

100,000

200,000

300,000

400,000

500,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct

-19

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct

-20

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct

-21

0

236,109

0

50,000

100,000

150,000

200,000

250,000

MET THERMAL

0

1,748,101

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

2,000,000

MET THERMAL

0

0

0

1

1

1

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

Page 15: COAL EXPORT REPORT

28 October 2021 U.S. Atlantic & Gulf Coast Coal Report 29October 2021 U.S. Atlantic & Gulf Coast Coal Report

Weather Report - October 2021

00.511.522.533.5

0102030405060708090

100

FRI 1

0/01

SAT

10/0

2SU

N 1

0/03

MO

N 1

0/04

TUE

10/0

5W

ED 1

0/06

THU

10/

07FR

I 10/

08SA

T 10

/09

SUN

10/

10M

ON

10/

11TU

E 10

/12

WED

10/

13TH

U 1

0/14

FRI 1

0/15

SAT

10/1

6SU

N 1

0/17

MO

N 1

0/18

TUE

10/1

9W

ED 1

0/20

THU

10/

21FR

I 10/

22SA

T 10

/23

SUN

10/

24M

ON

10/

25TU

E 10

/26

WED

10/

27TH

U 1

0/28

FRI 1

0/29

SAT

10/3

0SU

N 1

0/31

Prec

ip in

Inch

es

Tem

p in

o F

Temperature & Precipitation for Mobile, AL

Precip High Low

00.20.40.60.811.21.4

0102030405060708090

100

FRI 1

0/01

SAT

10/0

2SU

N 1

0/03

MO

N 1

0/04

TUE

10/0

5W

ED 1

0/06

THU

10/

07FR

I 10/

08SA

T 10

/09

SUN

10/

10M

ON

10/

11TU

E 10

/12

WED

10/

13TH

U 1

0/14

FRI 1

0/15

SAT

10/1

6SU

N 1

0/17

MO

N 1

0/18

TUE

10/1

9W

ED 1

0/20

THU

10/

21FR

I 10/

22SA

T 10

/23

SUN

10/

24M

ON

10/

25TU

E 10

/26

WED

10/

27TH

U 1

0/28

FRI 1

0/29

SAT

10/3

0SU

N 1

0/31

Prec

ip in

Inch

es

Tem

p in

o F

Temperature & Precipitation for New Orleans, LA

Precip High Low

00.20.40.60.811.2

0102030405060708090

100

FRI 1

0/01

SAT

10/0

2SU

N 1

0/03

MO

N 1

0/04

TUE

10/0

5W

ED 1

0/06

THU

10/

07FR

I 10/

08SA

T 10

/09

SUN

10/

10M

ON

10/

11TU

E 10

/12

WED

10/

13TH

U 1

0/14

FRI 1

0/15

SAT

10/1

6SU

N 1

0/17

MO

N 1

0/18

TUE

10/1

9W

ED 1

0/20

THU

10/

21FR

I 10/

22SA

T 10

/23

SUN

10/

24M

ON

10/

25TU

E 10

/26

WED

10/

27TH

U 1

0/28

FRI 1

0/29

SAT

10/3

0SU

N 1

0/31

Prec

ip in

Inch

es

Tem

p in

o F

Temperature & Precipitation for Houston, TX

Precip High Low

Houston Bulk Terminal, Houston, TX

October Monthly total = 13,354 MT 2021 YTD total = 209,554 MT

30 Month Trend In Met Coal Exports from HBT (Metric Tons)

30 Month Trend In Thermal Coal Exports from HBT (Metric Tons)

010,00020,00030,00040,00050,00060,00070,00080,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

0

13,354

0

10,000

20,000

MET THERMAL

0

10,000

20,000

30,000

40,000

50,000

May

-19

Jun-

19

Jul-1

9

Aug-

19

Sep-

19

Oct-1

9

Nov-

19

Dec-

19

Jan-

20

Feb-

20

Mar

-20

Apr-2

0

May

-20

Jun-

20

Jul-2

0

Aug-

20

Sep-

20

Oct-2

0

Nov-

20

Dec-

20

Jan-

21

Feb-

21

Mar

-21

Apr-2

1

May

-21

Jun-

21

Jul-2

1

Aug-

21

Sep-

21

Oct-2

1

0

209,554

0

50,000

100,000

150,000

200,000

250,000

MET THERMAL

Page 16: COAL EXPORT REPORT

30 October 2021 U.S. Atlantic & Gulf Coast Coal Report 30October 2021 U.S. Atlantic & Gulf Coast Coal Reportwww.tparkerhost.com | [email protected] | P: (757) 627 6286 | 24 Hour Service