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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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Thursday, 21 May 20
KOMIPO INVITED BIDS FOR TOTAL 610000 MT OF LCV AND HCV COAL FOR 2H 2020
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) has Issued an International Tender for 130,000 mt of 5700 NCV coal an ...
Wednesday, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
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- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Uttam Galva Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Posco Energy - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
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