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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, 02 February 24
DRY BULK MARKET: THE DOWNWARD REVISION IN THE GROWTH OF CAPESIZE TONNE DAYS IN JANUARY WITH THE BCI DROPPING - MARIA BERTZELETOU
In the last week of January, the dry freight market sustained weakness in the Capesize segment, while the number of ballasters in the Southeast (SE ...
Friday, 02 February 24
COAL INDIA ACHIEVES NEARLY 80% OF ITS FY24 PRODUCTION TARGET IN TEN MONTHS - CNBCTV18
For the month of January, the company’s production grew by 9.1% from the same period last year to 78.4 Million Tonnes (MT), from 71.9 MT last ...
Thursday, 01 February 24
CHINA'S WIND, SOLAR CAPACITY TO OVERTAKE COAL IN 2024 - INDUSTRY BODY, REUTERS REPORTED
China’s installed wind and solar capacity is expected to overtake coal for the first time this year, according to industry forecasts.
&nb ...
Thursday, 01 February 24
ANTI-DEDUCTION CLAUSES: CAN A CHARTERER WITHHOLD HIRE WITHOUT AN OWNER'S CONSENT? - SKULD
KNOWLEDGE TO ELEVATE
Summary
In The Anna Dorothea, the Court found that where a charterparty provides that no deduction from hire may be m ...
Thursday, 01 February 24
INDIA REBUILDS COAL STOCKS TO ENSURE ELECTRIC RELIABILITY - REUTERS
India’s electricity supply is much more comfortable at the start of 2024 than in either 2023 or 2022 as coal production has ramped up and the ...
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Showing 41 to 45 news of total 6871 |
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- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Petron Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- The University of Queensland
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Thai Mozambique Logistica
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
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