According to the BP Statistical Review of World Energy, as of 2020, Kazakhstan ranks eighth in the world in terms of proven coal reserves – 25.6 bn tons or 2.4 % of the world total. According to the Statistics Committee of the RK MNE, the country’s coal production amounted to 109.2 mln tons of coal in 2020 (excluding coal concentrate) or 98 % against the same indicator in 2019 (111 mln tons of coal).
Power generating coal market in Kazakhstan is relatively fragmented – the major players are “Bogatyr Komir” LLP (“Samruk-Energy” JSC and “RUSAL” UC), “EEC” JSC (ERG), “Shubarkol Komir” JSC (ERG), “Kazakhmys Corporation” LLP, “Karazhyra” JSC, “Angrensor Energy” LLP.
|
No. |
Region |
2017 |
2018 |
2019 |
2020 |
Δ, % |
|
1 |
Pavlodar |
62,467.9 |
70,325.2 |
68,364.9 |
67,049.9 |
98 |
|
2 |
Karaganda |
35,909 |
34,987.3 |
34,217.1 |
33,614.6 |
98 |
|
3 |
East-Kazakhstan |
6,867 |
8,290 |
8,157.7 |
8,388.8 |
103 |
|
Total across RK |
105,964.9 |
113,703.4 |
111,083.2 |
109,227.6 |
98 % |
|
General scheme of coal sales
Power systems of Nur-Sultan, Almaty, Karaganda, Petropavlovsk, Pavlodar, Stepnogorsk cities and Ekibastuz SDPP-1, SDPP-2 are among the major consumers of “Bogatyr Komir” LLP in Kazakhstan.
Coal mining
To receive coal, the power plants of the Republic of Kazakhstan arrange the transportation of coal from Ekibastuz station (Bogatyr Komir, LLP) to the destination station using their own resources; to this end they conclude contracts with various freight forwarding companies, which engage car owners (operators) to arrange transportation.
Following the results of transactions on the stock exchange, municipal coal is shipped in two ways: by railway and motor transport. Boiler houses in rural areas are the consumers; Ekibastuz coal is a fuel specified on their nameplates.
According to the 2020 results, the Company’s share amounted to 39.7 % of the total coal mined in Kazakhstan and 64.6 % of the volume of coal mined in the Ekibastuz coal basin.
In January-December 2020, “Bogatyr Komir” LLP produced 43,338 thous. tons of coal, which is 3,4 % less than in corresponding period of 2019 (44,848 thous. tons).
43,436 thous. tons were sold in January–December 2020, including:
- 33,378 thous. tons to the domestic market of the RK, which is 1.2 % less than in the corresponding period of 2019 (33,792 thous. tons);
- for export (RF) – 10,058 thous. tons, which is 7.7 % less than for the corresponding period of 2019 (10,893 thous. tons).
Coal sales to consumers
|
No. |
Company |
Volume of sales, thous.tons |
Δ, % |
||
|---|---|---|---|---|---|
|
2018 |
2019 |
2020 |
|||
|
1 |
“APP” JSC |
3,299 |
3,338 |
3,291 |
101.4 |
|
2 |
“Karaganda Energocenter” LLP |
3,521 |
3,417 |
3,500 |
97.45 |
|
3 |
“Astana –Energia” JSC |
3,640 |
3,779 |
3,837 |
106.5 |
|
4 |
“Pavlodarenergo” JSC PCHP-2,3 |
3,289 |
3,004 |
2,494 |
70.7 |
|
5 |
“Stepnogorsk CHP” LLP |
984 |
986 |
950 |
96.4 |
|
6 |
“ESDPP-1” LLP |
11,559 |
10,937 |
11,553 |
105.6 |
|
7 |
“ESDPP-2 Plant” JSC |
3,285 |
3,203 |
3,007 |
93.9 |
|
8 |
“Bassel Group LLS» LLP |
605 |
622 |
539 |
86.6 |
|
9 |
“SevKazEnergo” JSC |
2,672 |
2,949 |
2,773 |
94.0 |
|
10 |
“Ekibastuzteploenergo” LLP |
513 |
499 |
481 |
96.4 |
|
11 |
MUS based on the REM “Kokshetau Zhylu” |
323 |
281 |
316 |
112.3 |
|
12 |
Household |
1,519 |
775 |
637 |
82.2 |
|
Total for the domestic market of the RK |
35,572 |
33,378 |
98.8 |
|
|
|
13 |
Reftinsk GRES |
9,564 |
10,893 |
10,058 |
92.3 |
|
Total for export to the RF |
9,587 |
10,058 |
92.3 |
|
|
According to the 2020 figures, compared to the same period in 2019, coal sales decreases by 2.8 %
BOGATYR KOMIR coal sales, thous. tons
Forecast for the future period:
Coal sales volume in the forecast for 2021 will decrease by 1,436 thous. tons or by 3 % as compared to the actual figure of 2020 in connection with the implementation of the project for construction of cyclical-and-continuous method facilities at the Bogatyr open-pit mine. In the forecast for 2022, coal sales will increase by 2 % or by 1,000 thous. tons against 2021.