We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Friday, 30 October 15
CHINESE MINERAL IMPORTS: MOVING ON FROM INDONESIA? - CLARKSONS
 China has accounted for almost 90% of global imports of nickel ore and bauxite in recent years and was therefore heavily hit by the Indonesian mineral export ban, introduced in January 2014. While the Philippines and Malaysia have ramped up mineral exports, the volumes have fallen somewhat short of those shipped prior to the ban and there are now divergent trends in Chinese demand for these commodities.
Preparing For A Difficult End
Indonesia accounted for around 60% and 70% of global nickel ore and bauxite exports respectively, prior to the introduction of a ban on exports of some unrefined minerals. China imported significant volumes of both nickel ore and bauxite in 2013 in anticipation of the ban, before shipments of both commodities plummeted in 1H 2014. Since then the country’s imports of nickel ore and bauxite, largely from the Philippines and Malaysia, have recovered to varying degrees.
Bauxite: Malaysia Moving In
Chinese bauxite imports, used for aluminium production, have recovered somewhat since mid-2014, as Malaysia emerged as an exporter and significantly ramped up mining output. In 1H 2015, Malaysian bauxite exports to China exceeded 9mt: over double the total in full year 2014. The country’s share of Chinese imports increased to 44% in May 2015, overtaking Australia as China’s top supplier. While volumes of bauxite shipments have not compared to the 72mt imported in 2013, prior to the ban, Chinese imports have grown firmly this year and are set to increase 18% y-o-y, to reach 43mt. Chinese demand has been driven by a 33% y-o-y increase in aluminium output in January to August 2015. However, reports indicate that domestic aluminium consumption has dropped in recent months and Chinese producers may have to increasingly turn to exports. While the country’s bauxite imports have been robust in the year to date, the current low aluminium price environment and potential production cuts pose a downside risk to future import growth.
Nickel Ore: Just Not The Same
China is also a major importer of nickel ore, a component of nickel pig iron (NPI), currently used in the country’s stainless steel production. While the Philippines replaced Indonesia as China’s primary source of nickel ore after the ban, the volumes shipped have fallen considerably short of the 71mt shipped in 2013. Indeed, Chinese nickel ore imports have continued to fall and are currently forecast to drop 18% y-o-y to a five year low of 39mt in full year 2015. This is for two main reasons. Firstly, NPI producers have relied on stockpiles of higher quality Indonesian nickel ore, blending imports of the lower quality Philippine product. Secondly, Chinese demand for nickel ore has been hit by a drop in national NPI output, reflecting the country’s easing stainless steel production in the year to date.
So, while the loss of Indonesia as a source of mineral imports had a significant impact on import volumes in 2014, China has since been able to find alternative supplies. Now, the focus has shifted to trends in Chinese demand. The country’s nickel ore imports have already been impacted, partly by NPI production cuts. However, despite growing market pressures, aluminium output and bauxite imports have so far remained more resilient.
Source: Clarksons | Hellenic Shipping News
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
|
|
|
Showing 46 to 50 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Marubeni Corporation - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- GAC Shipping (India) Pvt Ltd
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Global Coal Blending Company Limited - Australia
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Australian Coal Association
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- London Commodity Brokers - England
- The University of Queensland
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Kartika Selabumi Mining - Indonesia
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
|
| |
| |
|
