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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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Monday, 04 May 20
U.S. ESTIMATED COAL PRODUCTION FALL 39.4% YEAR ON YEAR IN THE WEEK ENDED APRIL 25 - EIA
Estimated U.S. coal production totaled about 8.6 million short tons (MMst) For the week ended April 25, 2020, says EIA in its latest report.
E ...
Saturday, 02 May 20
SUPRAMAX: ASIA, STRONGER NUMBERS - A 55.000-DWT WAS FIXED FROM INDONESIA TO CHINA IN THE MID $6,000S - BALTIC BRIEFING
Capesize
A tepid week for the big ships, as macro concerns continued to weigh heavily on the index. All of the major voyage routes lost value, ...
Friday, 01 May 20
KOSPO INVITED OFFER FOR 5600 NCV COAL FOR Q3 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 260,000 Metric Tons (MT) steam coal for Boryeong Power ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY ABOUT 8% IN 2020,THE LARGEST DROP SINCE WORLD WAR II - IEA
We expect global coal demand to fall by about 8% in 2020, the largest drop since World War II, with coal use declining in virtually every sector of ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY 8% IN Q1 2020 RELATIVE TO Q1 2019 - IEA
We expect global coal demand to fall by 8% in Q1 2020 relative to Q1 2019. This significant drop was driven by lower demand in the electricity sect ...
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- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- The University of Queensland
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Larsen & Toubro Limited - India
- Cement Manufacturers Association - India
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- White Energy Company Limited
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Planning Commission, India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- Baramulti Group, Indonesia
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