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Friday, 30 October 15
CHINESE MINERAL IMPORTS: MOVING ON FROM INDONESIA? - CLARKSONS
 China has accounted for almost 90% of global imports of nickel ore and bauxite in recent years and was therefore heavily hit by the Indonesian mineral export ban, introduced in January 2014. While the Philippines and Malaysia have ramped up mineral exports, the volumes have fallen somewhat short of those shipped prior to the ban and there are now divergent trends in Chinese demand for these commodities.
Preparing For A Difficult End
Indonesia accounted for around 60% and 70% of global nickel ore and bauxite exports respectively, prior to the introduction of a ban on exports of some unrefined minerals. China imported significant volumes of both nickel ore and bauxite in 2013 in anticipation of the ban, before shipments of both commodities plummeted in 1H 2014. Since then the country’s imports of nickel ore and bauxite, largely from the Philippines and Malaysia, have recovered to varying degrees.
Bauxite: Malaysia Moving In
Chinese bauxite imports, used for aluminium production, have recovered somewhat since mid-2014, as Malaysia emerged as an exporter and significantly ramped up mining output. In 1H 2015, Malaysian bauxite exports to China exceeded 9mt: over double the total in full year 2014. The country’s share of Chinese imports increased to 44% in May 2015, overtaking Australia as China’s top supplier. While volumes of bauxite shipments have not compared to the 72mt imported in 2013, prior to the ban, Chinese imports have grown firmly this year and are set to increase 18% y-o-y, to reach 43mt. Chinese demand has been driven by a 33% y-o-y increase in aluminium output in January to August 2015. However, reports indicate that domestic aluminium consumption has dropped in recent months and Chinese producers may have to increasingly turn to exports. While the country’s bauxite imports have been robust in the year to date, the current low aluminium price environment and potential production cuts pose a downside risk to future import growth.
Nickel Ore: Just Not The Same
China is also a major importer of nickel ore, a component of nickel pig iron (NPI), currently used in the country’s stainless steel production. While the Philippines replaced Indonesia as China’s primary source of nickel ore after the ban, the volumes shipped have fallen considerably short of the 71mt shipped in 2013. Indeed, Chinese nickel ore imports have continued to fall and are currently forecast to drop 18% y-o-y to a five year low of 39mt in full year 2015. This is for two main reasons. Firstly, NPI producers have relied on stockpiles of higher quality Indonesian nickel ore, blending imports of the lower quality Philippine product. Secondly, Chinese demand for nickel ore has been hit by a drop in national NPI output, reflecting the country’s easing stainless steel production in the year to date.
So, while the loss of Indonesia as a source of mineral imports had a significant impact on import volumes in 2014, China has since been able to find alternative supplies. Now, the focus has shifted to trends in Chinese demand. The country’s nickel ore imports have already been impacted, partly by NPI production cuts. However, despite growing market pressures, aluminium output and bauxite imports have so far remained more resilient.
Source: Clarksons | Hellenic Shipping News
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Tuesday, 03 November 15
API 5 FOB NEWCASTLE COAL SWAPS DECLINE CONTINUES
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2015 delivery slid $1.84 per ton (4.34%) month over month to US$ 40.54 per ton. The swap ...
Tuesday, 03 November 15
EU OIL MAJORS FACE FURTHER EARNINGS DECLINE IN Q415 - FITCH RATINGS
The sharp drop in major European oil companies' third-quarter profits is likely to be extended in the fourth quarter as refining margins, which ...
Monday, 02 November 15
DESPITE CHALLENGING MARKET CONDITIONS, ADARO LOWERS COSTS, DEBT AND DELIVERS STRONG FREE CASH FLOW
COALspot.com: Despite challenging market conditions, Adaro lowers costs, lowers debt and delivers strong free cash flow.
The Indonesia’s ...
Monday, 02 November 15
CFR SOUTH CHINA COAL SWAPS CLOSED ON A WEAK NOTE
COALspot.com: API 8 CFR South China Coal swap for 4Q’ 2015 delivery declined US$ 1.81(3.71 %) per ton month over month.
A commodity swap ...
Sunday, 01 November 15
THE FREIGHT MARKET SENTIMENT REMAINS WEAK
This week’s freight market sentiment remains weak compared to last week.
The Baltic Dry Index (BDI), an economic indicator issued daily ...
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- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- The Treasury - Australian Government
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Savvy Resources Ltd - HongKong
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Commonwealth Bank - Australia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Metalloyd Limited - United Kingdom
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
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