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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.
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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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Showing 46 to 50 news of total 6871 |
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- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- The University of Queensland
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Chettinad Cement Corporation Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
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