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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, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Barasentosa Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Anglo American - United Kingdom
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CNBM International Corporation - China
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
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