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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, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
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Showing 31 to 35 news of total 6871 |
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- CNBM International Corporation - China
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Singapore Mercantile Exchange
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
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