We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 956 to 960 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Banpu Public Company Limited - Thailand
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Planning Commission, India
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- McConnell Dowell - Australia
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Central Java Power - Indonesia
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- VISA Power Limited - India
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
|
| |
| |
|
