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Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
 Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed resilient during each year where China’s crude steel output growth came under notable pressure, Commodore Research reported in its August report.
Commodore Research further noted, last decade began with China’s crude steel output growing year-on-year by 9% in 2011, and iron ore imports that year grew year-on-year by a robust 11%. However, 2012 then saw crude steel output grow year-on-year by only 3%, but iron ore imports that year still grew year-on-year by 9%. 2013 saw strong growth in both crude steel output and iron ore imports (each grew by 10%), but then 2014 saw crude steel production grow year-on-year by 5%. However, iron ore imports in 2014 still grew year-on-year by 13%. 2015 then saw China’s crude steel output contract year-on-year by 2%, but iron ore imports that year still grew year-on-year by 2%.
2016 then saw crude steel output grow year-on-year by only 1%, but iron ore imports that year grew year-on-year by 8%. 2017 saw the same growth in both crude steel output and iron ore imports (each grew year-on-year by 5%).
As we have been stressing in our work since we started our consultancy in 2010, Commodore Research said, it is global iron ore production that dictates China’s iron ore import volume. China has long remained content to purchase as much iron ore that exporters want to sell China (as imports are much higher quality than iron ore mined in China). Year after year has continued to show that China’s actual iron ore import demand remains resilient even when crude steel output growth comes under pressure. 2018 and 2019 would then go on to see weakness in iron ore imports, but this was not due to weakness in crude steel output. China’s iron ore imports contracted year-on-year by 2% in 2018 and grew year-on-year by only 1% in 2019, but crude steel output grew year-on-year by 10% in 2018 and by 7% in 2019. It was not weakness in steel output that led to two years of iron ore import weakness.
Global iron ore production was not finding significant growth at this time following years of weakness in iron ore prices, and overall global iron ore production was also hit further in 2019 after Vale’s dam collapse in January 2019 (which ended up curtailing Vale’s production). 2020 then ended up seeing China’s crude steel output grow year-on-year by 6% and iron ore imports grow year-on-year by 9%.
Overall, year after year has continued to show that China’s actual iron ore import demand remains resilient even if steel output experiences low growth or even contracts.
During the last ten years, Commodore Research said, there have been three years where China’s crude steel output grew by less than 5% (2012, 2015, and 2016) — and during all of these years China’s annual iron ore imports set new records. This historical fact is not making its way into market consensus. The Chinese government never comes out and states that iron ore imports can find strength even during years where steel output comes under pressure, but this is exactly what history has continued to show. Consuming as much imported iron ore as possible (at the expense of domestically mined iron ore) remains in the very best interest of China’s environment — and fortunately for the Chinese steel sector, the price of iron ore cargoes are now much more attractive.
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Tuesday, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
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- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- White Energy Company Limited
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Orica Australia Pty. Ltd.
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
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