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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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Monday, 04 May 20
U.S. ESTIMATED COAL PRODUCTION FALL 39.4% YEAR ON YEAR IN THE WEEK ENDED APRIL 25 - EIA
Estimated U.S. coal production totaled about 8.6 million short tons (MMst) For the week ended April 25, 2020, says EIA in its latest report.
E ...
Saturday, 02 May 20
SUPRAMAX: ASIA, STRONGER NUMBERS - A 55.000-DWT WAS FIXED FROM INDONESIA TO CHINA IN THE MID $6,000S - BALTIC BRIEFING
Capesize
A tepid week for the big ships, as macro concerns continued to weigh heavily on the index. All of the major voyage routes lost value, ...
Friday, 01 May 20
KOSPO INVITED OFFER FOR 5600 NCV COAL FOR Q3 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 260,000 Metric Tons (MT) steam coal for Boryeong Power ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY ABOUT 8% IN 2020,THE LARGEST DROP SINCE WORLD WAR II - IEA
We expect global coal demand to fall by about 8% in 2020, the largest drop since World War II, with coal use declining in virtually every sector of ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY 8% IN Q1 2020 RELATIVE TO Q1 2019 - IEA
We expect global coal demand to fall by 8% in Q1 2020 relative to Q1 2019. This significant drop was driven by lower demand in the electricity sect ...
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- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- The University of Queensland
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Bangladesh Power Developement Board
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Economic Council, Georgia
- PTC India Limited - India
- Eastern Coal Council - USA
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Antam Resourcindo - Indonesia
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- New Zealand Coal & Carbon
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
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