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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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Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
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Showing 56 to 60 news of total 6871 |
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- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- The University of Queensland
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- White Energy Company Limited
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- Economic Council, Georgia
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- VISA Power Limited - India
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Minerals Council of Australia
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
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