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Wednesday, 06 May 20
IRON ORE TRADE REMAINS REMARKABLY RESILIENT THIS YEAR, AT LEAST IN ASIA - BANCHERO COSTA
 Iron ore trade remains remarkably resilient this year, at least in Asia, despite the global economic impact from COVID-19. In the first 4 months of 2020, Mainland China imported 342.4 mln tonnes of iron ore by sea, according to vessel tracking data from Refinitiv.
This represents a net increase of +3.3% y-o-y, compared to the 331.5 mln tonnes imported in the same four-month period of 2019, although only up +0.6% from the
341.0 mln tonnes imported in the same period of 2018.
On a single-month basis, January 2020 was flat year-on-year with a +0.1% increase to 92.6 mln tonnes, whilst February 2020 showed a -15.5% m-o-m decline and a -3.5% y-o-y decline to 78.2 mln tonnes.
March 2020 recorded a +9.4% increase m-o-m from February but still a -3.3% year-on-year contraction to 85.6 mln tonnes. In April 2020 arrivals increased further to 86.1 mln tonnes.
This was +0.6% month-on-month from March 2020, and a massive +23.8% year-on-year compared to April 2019.
However, there are some important caveats here.
In fact, at least for now, the pandemic seems to be less of a disruptive factor for global iron ore trade than the two “black swans” we had in a disastrous 2019. The Brumadinho dam disaster in Brazil in January 2019 significantly impacted Vale’s iron ore export capacity last year, leading to a spike in iron ore prices, which essentially doubled between January and June.
The biggest impact on Vale’s loadings last year was in March and April when there was uncertainty about other potential mine closures, and a reshuffling of Vale’s management and operations.
Brazilian exporters as a whole shipped just 23.7 mln tonnes in March 2019, which was down -19.5% year-on-year, and then 17.2 mln tonnes in April 2019, which was down -37.6% year-on-year.
The second hit last year came from Tropical Cyclone Veronica in March 2019. Port Hedland, the most valuable export hub in Australia and one of the largest iron ore
loading ports in the world, was forced to close for several days.
Rio Tinto's Cape Lambert port wharf also sustained damage from waves generated by the cyclone.
Iron ore imports to China this year are still predominantly from Australia, which also this year accounts for 68% of China’s total.
Shipments from Australia to China have increased by +9.6% y-o-y in Jan-Apr 2020, to 233.7 mln tonnes, from 213.3 mln tonnes in the same period last year, and are also +3.1% higher than in 2018.
Arrivals from South Africa to China are up +12.1% y-o-y from 2019 to 14.7 mln tonnes. They are +26.1% up from the same period in 2018.
Shipments from the Ukraine are up by +138.6% y-o-y to 4.8 mln tonnes. Volumes from India jumped by +409.0% y-o-y to 4.1 mln tonnes. Those from Canada are +16.6% y-o-y to 4.1 mln tonnes.
Arrivals from Brazil, on the other hand, are down -15.3% y-o-y to 61.5 mln tonnes. They are also down -7.8% compared to the same period in 2018.
Significantly, shipments to China from Malaysia (all trans-shipments of Brazilian ore) are also down by -43.9% y-o-y to just 3.6 mln tonnes. Clearly, Brazilian export capacity has not yet recovered from the Brumadinho events, and Brazil seems to be the only major ore exporter being penalized this year.
Source: Banchero Costa
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Wednesday, 17 June 20
MARKET INSIGHT - INTERMODAL
After experiencing record earnings during the first half of the year, the focus of headlines concerning the tanker market has shifted from the deve ...
Wednesday, 17 June 20
KOREA SOUTHERN POWER CO INVITED 80000 MT OF LOW CALORIFIC VALUE COAL FOR AUGUST 1H, 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) Min 4,200 kcal/kg - Max. ...
Tuesday, 16 June 20
A GLOBAL ECONOMIC SLUMP: WHAT WILL IT MEAN FOR METALS AND MINING? - WOOD MACKENZIE
Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG an ...
Tuesday, 16 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.58 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.43 points Monday, up 0.58 percent week on week.
The index, released by China ...
Tuesday, 16 June 20
HIGHER IRON ORE PRICES OFFSET CORONAVIRUS-DRIVEN PRODUCTION RISK - FITCH RATINGS
Lower iron ore production in Brazil, resulting from rising coronavirus infections, should only marginally affect the cash flow of Vale and other gl ...
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Showing 906 to 910 news of total 6871 |
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- Global Coal Blending Company Limited - Australia
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- PTC India Limited - India
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- VISA Power Limited - India
- Indian Energy Exchange, India
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Australian Coal Association
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- The University of Queensland
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Parry Sugars Refinery, India
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Kartika Selabumi Mining - Indonesia
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