We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
 Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rates. In the first 4 months of 2020, Brazil exported at least 35.5 mln tonnes of soybeans by sea, according to vessel tracking data from Refinitiv, says Banchero Costa in its latest weekly research report.
The report further said, this represents a net increase of +30.6% y-o-y, compared to the 27.2 mln tonnes exported in the same four-month period of 2019, and also +21.6% up from the 29.2 mln tonnes exported in the same period of 2018. Of these 35.5 mln tonnes, 66.8% or23.7 mln tonnes were destined for China. Volumes to China this year increased by +25.9% y-o-y. A further 4.4 mln tonnes, accounting for 12.4% of the total, were shipped to Europe – primarily the Netherlands and Spain.
Shipments to the Netherlands increased by +56.8% y-o-y, but to Spain increased by only +4.4%. 1.2 mln tonnes, or 3.4% of the total, were shipped to Turkey, and
0.8 mln tonnes, 2.2%, to Thailand. Shipments to Turkey this year surged by +69.2% y-o-y, the report said.
The report also noted that, the start of the year was not very promising though. On a single-month basis, January 2020 was down -41.6% m-o-m from December 2019, and -31.7% year-on-year from January 2019 to just 1.5 mln tonnes, due to unfavourable weather in Brazil and the start of the epidemic in China. However, things turned around in a spectacular fashion. Already in February, exports from Brazil increased to 6.7 mln tonnes, +332% m-o-m and +3.4% y-o-y.
In March 2020 loadings increased again to 13.0 mln tonnes, up +95% m-o-m and +38.7% y-o-y. April 2020 recorded a further surge to 14.2 mln tonnes, a +9.2% increase m-o-m and +57.0% y-o-y, breaking the record set in March. Among them, 9.2 mln tonnes (66%) of the shipments are destined for China and 0.9 mln tonnes (9%) are headed to unknown destinations.
April exports to China increased by at least 3 mln tonnes (+50%) from last year. Demand for soybeans in China remains robust, as the country has been recovering quite quickly from the virus emergency. China has also been slowing down its purchases of USA soybeans in recent months, as they are less price competitive.
The sharp depreciation of the Brazilian Real means that interior soybean prices in Brazil continue to increase relative to the U.S. Dollar while global export prices of Brazil soybean remain competitive relative to its counterparts. Record high domestic prices and a bumper soybean harvest in 2019/20 (124 mln tonnes according to Refinitiv Agriculture Research), will guarantee sufficient soybean supplies while restoring hog stocks should increase China's demand for soybeans. Soybean exports in the following months may decline gradually from April's peak, in line with normal seasonality (see graph below) but will remain strong relative to the same period of previous years.
The latest Williams soya line-up report (released on 05 May) indicates that 11.6 mln tonnes of soybeans are scheduled to ship from Brazil in May.
The big unknown however is if the rampaging coronavirus epidemic in Brazil can affect logistics and port operations in coming weeks.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
|
|
|
Showing 1 to 5 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Kumho Petrochemical, South Korea
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Gujarat Mineral Development Corp Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Ceylon Electricity Board - Sri Lanka
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Borneo Indobara - Indonesia
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
|
| |
| |
|
1 