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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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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- ASAPP Information Group - India
- ICICI Bank Limited - India
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Petron Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Attock Cement Pakistan Limited
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Thiess Contractors Indonesia
- Sical Logistics Limited - India
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- Economic Council, Georgia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- The University of Queensland
- Mjunction Services Limited - India
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Planning Commission, India
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
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