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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, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
Monday, 23 October 23
CHINA SEPT COAL OUTPUT HITS SIX-MONTH HIGH ON RISING POWER DEMAND - REUTERS
China’s September coal output rose 0.4% from August to the highest level since March, official data showed on Wednesday, on rising power dema ...
Monday, 23 October 23
INDIA COAL INVENTORIES DROP AT FASTEST PACE IN TWO YEARS, BOOSTING IMPORTS - REUTERS
Coal inventories at Indian power plants in the first half of October fell at their fastest rate in two years, an analysis of government data showed ...
Tuesday, 19 September 23
LNG SHIPPING STOCKS: THE ASIAN GROWTH UP-INDICES
Last week, the UP World LNG Shipping Index (UPI) gained 3.81 points or 2.51%, closing at 155.85 points. This index tracks the performance of LNG sh ...
Sunday, 10 September 23
GOLDMAN SACHS PREDICTS OIL PRICE TO HIT $100 ON OPEC CUTS - YAHOO FINANCE
Oil supply cuts by Saudi Arabia and Russia could lead to Brent crude jumping as high as $107 a barrel in 2024, Goldman Sachs Commodities Research h ...
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- Wilmar Investment Holdings
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- The University of Queensland
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Planning Commission, India
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