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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, 24 June 24
PHILIPPINES COAL SUPPLY ENOUGH UNTIL 2030 - PHILSTAR GLOBAL
The country’s existing coal-fired power plants are sufficient to ensure enough base load capacity in the next six years, Energy Secretary Rap ...
Friday, 14 June 24
NEXTDECADE, SAUDI ARAMCO SIGN 20-YEAR LNG SUPPLY DEAL - REUTERS
U.S. liquefied natural gas (LNG) provider NextDecade has signed a non-binding agreement with Saudi Aramco 2222.SE to supply 1.2 million tonnes per ...
Friday, 14 June 24
NEWBUILDING PRICES CLIMB 3% TO HIGHEST LEVEL IN 16 YEARS - NIELS RASMUSSEN
“Since the start of the year, newbuilding prices have risen 3% to their highest level since 2008. Compared to their most recent low in late 2 ...
Friday, 14 June 24
INDIA TARGETS HIGHER DOMESTIC COAL PRODUCTION, REDUCED IMPORTS: GOVT - REUTERS
India wants to reduce coal imports and increase domestic production, federal coal minister G. Kishan Reddy said on Thursday.
The cou ...
Thursday, 13 June 24
US LNG TO ASIA FOR POWER GENERATION EXPECTED TO CUT EMISSIONS VERSUS COAL - RYSTAD ENERGY
The value-chain emissions of liquified natural gas (LNG) are lower on average than for coal-fired power generation, even when the fuel is shipp ...
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Showing 16 to 20 news of total 6871 |
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- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- Banpu Public Company Limited - Thailand
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- SMG Consultants - Indonesia
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Formosa Plastics Group - Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- White Energy Company Limited
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