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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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Wednesday, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- PTC India Limited - India
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- The University of Queensland
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- CIMB Investment Bank - Malaysia
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- McConnell Dowell - Australia
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Kepco SPC Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
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