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Wednesday, 06 May 20
IRON ORE TRADE REMAINS REMARKABLY RESILIENT THIS YEAR, AT LEAST IN ASIA - BANCHERO COSTA
 Iron ore trade remains remarkably resilient this year, at least in Asia, despite the global economic impact from COVID-19. In the first 4 months of 2020, Mainland China imported 342.4 mln tonnes of iron ore by sea, according to vessel tracking data from Refinitiv.
This represents a net increase of +3.3% y-o-y, compared to the 331.5 mln tonnes imported in the same four-month period of 2019, although only up +0.6% from the
341.0 mln tonnes imported in the same period of 2018.
On a single-month basis, January 2020 was flat year-on-year with a +0.1% increase to 92.6 mln tonnes, whilst February 2020 showed a -15.5% m-o-m decline and a -3.5% y-o-y decline to 78.2 mln tonnes.
March 2020 recorded a +9.4% increase m-o-m from February but still a -3.3% year-on-year contraction to 85.6 mln tonnes. In April 2020 arrivals increased further to 86.1 mln tonnes.
This was +0.6% month-on-month from March 2020, and a massive +23.8% year-on-year compared to April 2019.
However, there are some important caveats here.
In fact, at least for now, the pandemic seems to be less of a disruptive factor for global iron ore trade than the two “black swans” we had in a disastrous 2019. The Brumadinho dam disaster in Brazil in January 2019 significantly impacted Vale’s iron ore export capacity last year, leading to a spike in iron ore prices, which essentially doubled between January and June.
The biggest impact on Vale’s loadings last year was in March and April when there was uncertainty about other potential mine closures, and a reshuffling of Vale’s management and operations.
Brazilian exporters as a whole shipped just 23.7 mln tonnes in March 2019, which was down -19.5% year-on-year, and then 17.2 mln tonnes in April 2019, which was down -37.6% year-on-year.
The second hit last year came from Tropical Cyclone Veronica in March 2019. Port Hedland, the most valuable export hub in Australia and one of the largest iron ore
loading ports in the world, was forced to close for several days.
Rio Tinto's Cape Lambert port wharf also sustained damage from waves generated by the cyclone.
Iron ore imports to China this year are still predominantly from Australia, which also this year accounts for 68% of China’s total.
Shipments from Australia to China have increased by +9.6% y-o-y in Jan-Apr 2020, to 233.7 mln tonnes, from 213.3 mln tonnes in the same period last year, and are also +3.1% higher than in 2018.
Arrivals from South Africa to China are up +12.1% y-o-y from 2019 to 14.7 mln tonnes. They are +26.1% up from the same period in 2018.
Shipments from the Ukraine are up by +138.6% y-o-y to 4.8 mln tonnes. Volumes from India jumped by +409.0% y-o-y to 4.1 mln tonnes. Those from Canada are +16.6% y-o-y to 4.1 mln tonnes.
Arrivals from Brazil, on the other hand, are down -15.3% y-o-y to 61.5 mln tonnes. They are also down -7.8% compared to the same period in 2018.
Significantly, shipments to China from Malaysia (all trans-shipments of Brazilian ore) are also down by -43.9% y-o-y to just 3.6 mln tonnes. Clearly, Brazilian export capacity has not yet recovered from the Brumadinho events, and Brazil seems to be the only major ore exporter being penalized this year.
Source: Banchero Costa
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Friday, 05 January 24
BANGLADESH’S 2023 COAL-FIRED POWER OUTPUT TRIPLED, EASING SHORTAGES - REUTERS
Bangladesh nearly tripled its coal-fired power output in 2023, a Reuters analysis of government data showed, helping it tide over the worst power s ...
Tuesday, 02 January 24
COAL TRADE CONTINUES TO HEAD EAST - BALTIC EXCHANGE
The global coal trade, once concentrated in the Pacific and Atlantic basins, is undergoing a significant transformation, as highlighted in the Inte ...
Tuesday, 02 January 24
COAL CARGOES: AVOIDING EXPLOSION AND SELF-HEATING - GARD
KNOWLEDGE TO ELEVATE
Despite its contribution to greenhouse gas emissions, global coal consumption climbed to an all-time high in 2022 and is ...
Tuesday, 02 January 24
SINOPEC FORECASTS CHINA’S COAL CONSUMPTION TO PEAK AROUND 2025 - REUTERS
China Petrochemical Corp, or Sinopec, expects coal consumption to peak around 2025 at 4.37 billion metric tons, the state energy group said in an o ...
Thursday, 07 December 23
CHINA TO SET UP COAL PRODUCTION RESERVE TO STABILISE PRICES - REUTERS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
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- Merrill Lynch Commodities Europe
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- The Treasury - Australian Government
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Australian Commodity Traders Exchange
- Gujarat Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Australian Coal Association
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Singapore Mercantile Exchange
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