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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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Tuesday, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
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- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- The University of Queensland
- Anglo American - United Kingdom
- Aditya Birla Group - India
- Independent Power Producers Association of India
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
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