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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, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- Petron Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Merrill Lynch Commodities Europe
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- MS Steel International - UAE
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- GMR Energy Limited - India
- PTC India Limited - India
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
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