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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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Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
Thursday, 14 May 20
OPEC REVISES DOWN GLOBAL OIL DEMAND FORECAST AGAIN
Crude Oil Price Movements
Crude oil prices recorded a second sharp monthly drop in April, amid an increasing oil surplus in the spot market. Th ...
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- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Planning Commission, India
- GMR Energy Limited - India
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Interocean Group of Companies - India
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
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