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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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Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
Tuesday, 02 January 24
COAL TRADE CONTINUES TO HEAD EAST - BALTIC EXCHANGE
The global coal trade, once concentrated in the Pacific and Atlantic basins, is undergoing a significant transformation, as highlighted in the Inte ...
Tuesday, 02 January 24
COAL CARGOES: AVOIDING EXPLOSION AND SELF-HEATING - GARD
KNOWLEDGE TO ELEVATE
Despite its contribution to greenhouse gas emissions, global coal consumption climbed to an all-time high in 2022 and is ...
Tuesday, 02 January 24
SINOPEC FORECASTS CHINA’S COAL CONSUMPTION TO PEAK AROUND 2025 - REUTERS
China Petrochemical Corp, or Sinopec, expects coal consumption to peak around 2025 at 4.37 billion metric tons, the state energy group said in an o ...
Thursday, 07 December 23
CHINA TO SET UP COAL PRODUCTION RESERVE TO STABILISE PRICES - REUTERS
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 ...
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Showing 61 to 65 news of total 6871 |
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- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- The University of Queensland
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Independent Power Producers Association of India
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Australian Coal Association
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- MS Steel International - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Orica Australia Pty. Ltd.
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Planning Commission, India
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Africa Commodities Group - South Africa
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
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