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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, 14 May 20
NEW COVID-19 GUIDELINES FOCUS ON SAFE INTERFACE BETWEEN SHIP AND SHORE STAFF - GARD
At a time when the COVID-19 pandemic is affecting the global population, it is important that ships’ crew and port workers protect each other ...
Wednesday, 13 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.4 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.93 points Monday, down 0.4 percent week on week.
The index, released by Chin ...
Tuesday, 12 May 20
IN THE FIRST 4 MONTHS OF 2020, SOUTH KOREA IMPORTED 46.6 MLN TONNES OF CRUDE OIL BY SEA, A NET DECLINE OF 14.1% YOY - BC
South Korea is certainly one of the countries which has handled better the current Covid-19 crisis. In the first week of May 2020, new cases of ...
Tuesday, 12 May 20
OIL MARKET TURBULENCE PIVOTS FOCUS ON FLOATING STORAGE TECHNICAL NEEDS - LLOYD'S REGISTER
KNOWLEDGE TO ELEVATE
Negative oil prices and off-the-scale volatility in crude markets are positive for floating storage, as the next chapter ...
Tuesday, 12 May 20
A GLOBAL ECONOMIC RESTART HAS SLOWLY BEGUN AS COUNTRIES AROUND THE WORLD GRADUALLY - ALLIED
A global economic restart has slowly begun as countries around the world gradually set their return back to “normality”. Yet by all mea ...
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- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Planning Commission, India
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Wilmar Investment Holdings
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Electricity Generating Authority of Thailand
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Energy Development Corp, Philippines
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Minerals Council of Australia
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Uttam Galva Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Australian Coal Association
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thai Mozambique Logistica
- Bank of Tokyo Mitsubishi UFJ Ltd
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Sical Logistics Limited - India
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