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Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
 Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rates. In the first 4 months of 2020, Brazil exported at least 35.5 mln tonnes of soybeans by sea, according to vessel tracking data from Refinitiv, says Banchero Costa in its latest weekly research report.
The report further said, this represents a net increase of +30.6% y-o-y, compared to the 27.2 mln tonnes exported in the same four-month period of 2019, and also +21.6% up from the 29.2 mln tonnes exported in the same period of 2018. Of these 35.5 mln tonnes, 66.8% or23.7 mln tonnes were destined for China. Volumes to China this year increased by +25.9% y-o-y. A further 4.4 mln tonnes, accounting for 12.4% of the total, were shipped to Europe – primarily the Netherlands and Spain.
Shipments to the Netherlands increased by +56.8% y-o-y, but to Spain increased by only +4.4%. 1.2 mln tonnes, or 3.4% of the total, were shipped to Turkey, and
0.8 mln tonnes, 2.2%, to Thailand. Shipments to Turkey this year surged by +69.2% y-o-y, the report said.
The report also noted that, the start of the year was not very promising though. On a single-month basis, January 2020 was down -41.6% m-o-m from December 2019, and -31.7% year-on-year from January 2019 to just 1.5 mln tonnes, due to unfavourable weather in Brazil and the start of the epidemic in China. However, things turned around in a spectacular fashion. Already in February, exports from Brazil increased to 6.7 mln tonnes, +332% m-o-m and +3.4% y-o-y.
In March 2020 loadings increased again to 13.0 mln tonnes, up +95% m-o-m and +38.7% y-o-y. April 2020 recorded a further surge to 14.2 mln tonnes, a +9.2% increase m-o-m and +57.0% y-o-y, breaking the record set in March. Among them, 9.2 mln tonnes (66%) of the shipments are destined for China and 0.9 mln tonnes (9%) are headed to unknown destinations.
April exports to China increased by at least 3 mln tonnes (+50%) from last year. Demand for soybeans in China remains robust, as the country has been recovering quite quickly from the virus emergency. China has also been slowing down its purchases of USA soybeans in recent months, as they are less price competitive.
The sharp depreciation of the Brazilian Real means that interior soybean prices in Brazil continue to increase relative to the U.S. Dollar while global export prices of Brazil soybean remain competitive relative to its counterparts. Record high domestic prices and a bumper soybean harvest in 2019/20 (124 mln tonnes according to Refinitiv Agriculture Research), will guarantee sufficient soybean supplies while restoring hog stocks should increase China's demand for soybeans. Soybean exports in the following months may decline gradually from April's peak, in line with normal seasonality (see graph below) but will remain strong relative to the same period of previous years.
The latest Williams soya line-up report (released on 05 May) indicates that 11.6 mln tonnes of soybeans are scheduled to ship from Brazil in May.
The big unknown however is if the rampaging coronavirus epidemic in Brazil can affect logistics and port operations in coming weeks.
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Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
Friday, 29 May 20
DRY BULK SHIPPING: NO QUICK RECOVERY FOR THE DRY BULK MARKET AS COVID-19 DIGS DEEPER
The outlook is poor for dry bulk, as the negative demand shock and overcapacity come together to send rates to multi-year lows, even a return to wo ...
Thursday, 28 May 20
COVID-19: A FORCE MAJEURE EVENT? - KYPRIANOU
KNOWLEDGE TO ELEVATE
While seeing the unexpected COVID-19 outbreak expanding worldwide and the first cases being identified in Cyprus, the com ...
Thursday, 28 May 20
OIL DEMAND RECOVERED BY 20% IN MAY AGAINST APRIL: RUSSIAN ENERGY MINISTER - TASS
Oil demand remains at a low level but the demand in May increased by 20% against April, Russian Energy Minister Alexander Novak said, cited by the ...
Thursday, 28 May 20
MARKET INSIGHT - INTERMODAL
Earlier in May, China’s top leaders convened for the annual National People's Congress, following over two months of delays due to the co ...
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- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Parliament of New Zealand
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
- Billiton Holdings Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Orica Australia Pty. Ltd.
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Bangladesh Power Developement Board
- CIMB Investment Bank - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Jaiprakash Power Ventures ltd
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- White Energy Company Limited
- Wilmar Investment Holdings
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
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