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.
|
|
Friday, 08 May 20
THE COLLAPSE OF THE OIL AND BUNKER FUEL MARKETS IN EARLY 2020 - PETER SAND
The sulphur regulation from the International Maritime Organization (IMO) that came into force on 1 January 2020 took the centre stage in the shipp ...
Friday, 08 May 20
LNG DEMAND FACED SEVERAL HEADWINDS IN THE FIRST QUARTER OF 2020 - GASLOG
LNG demand faced several headwinds in the first quarter of 2020 including a warmer than average winter in the northern hemisphere, high inventory l ...
Thursday, 07 May 20
IEEFA UPDATE: THE OUTLOOK FOR THERMAL COAL IN SOUTHEAST ASIA AND SOUTH ASIA
Seven headwinds are building to sustained growth in coal in Asia
The medium term outlook for thermal coal in Southeast Asia is posit ...
Thursday, 07 May 20
IMO 2020: BUNKER CLAIMS HANDLING GUIDE FOR A NEW DECADE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
IMO 2020 is the term generally used to describe the following regulations under Annex VI of the International Convention ...
Thursday, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
|
|
|
Showing 976 to 980 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Posco Energy - South Korea
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Australian Coal Association
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
|
| |
| |
|
