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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
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Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Mercator Lines Limited - India
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- PTC India Limited - India
- CNBM International Corporation - China
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Malabar Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Pipit Mutiara Jaya. PT, Indonesia
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Central Java Power - Indonesia
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- ASAPP Information Group - India
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Coal and Oil Company - UAE
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