MRGS FUEL SUPPLIERS’ Post

Bauxite alumina and aluminium are at the center of turmoil in prices and availability . Demand for aluminium is growing and offer for alumina declined mainly after the full curtailment of Alcoa’s 2.2 Mt/y Kwinana plant was completed in 2024 Q2, and Rio Tinto’s force majeure on Gladstone shipments was in place after May 2024. Bauxite concern involve more Guinea export and Juruti port problems in Brasil. CRU price on 15th november was setted : CRU Alumina Price Index (API) USD/t 767.50

The 400,000-metric-ton ore terminal located in the Dongjiakou port area of Qingdao Port achieved a single-crane productivity of 3,167 tons per hour during an unloading task on Dec 24. This marks the 27th time that the terminal has set a world record for iron ore unloading efficiency, showcasing Qingdao Port's strong capabilities and leading position in dry bulk cargo unloading.

Top 5 Biggest Bulk Carriers In the World. 1. MS Ore Brasil 2. MS Berge Stahl 3. Brasil Maru 4. Tubarao Maru 5. Stellar Queen Bulk carriers are maritime vessels designed to carry loose bulk cargo like grains, cereals, coal, ores, iron, steel, cement, etc. Today, bulkers comprise 21 per cent of the global shipping fleet, most registered in Panama. A leading builder of bulk carriers is South Korea, whose shipyards have produced 80 per cent of the Very Large Ore Carriers. Bulk carrier ships have different specifications and features. Some have their own unloading equipment and even offer packaging services while the cargo is loaded. Nonetheless, they come in different sizes, the smallest being the mini-bulk carriers with a capacity of 10,000 DWT while the VLOC is the largest class of bulk carriers, with a deadweight of over 300,000 tonnes, mostly used for shipping iron. https://lnkd.in/gXrkgWAK

The Brazilian port sector grew by 11.44% in February 2024. January's figures were positive for the sector. In the first two months of the year, shipments totalled 1.99 million containers, an increase of 18 per cent. This was a record performance in the three categories that make up the index: import, export and cabotage. In addition to containers, solid and liquid cargoes also increased. The highlights were iron ore (+17.85%), oil and vegetable oil derivatives(+16.23%) and soya (+19.70%). #ShippingAgency #Brazilianports #NVOCC #FreightForwarder #GlobalBusiness #CrossBorderConnections #LogisticsPartner #CargoAgency #ShippingServices #HusbandryAgency #ShippingSolutions #SupplyChainManagement #MaritimeIndustry

Element 25 Limited (ASX:E25, OTCQX:ELMTF) managing director Justin Brown joins Proactive’s Jonathan Jackson to provide an update on its Butcherbird #Manganese Project in Western Australia where it aims to capitalise on the recent increase in manganese ore prices with a potential restart. This would includee selling existing stockpiles and processing run-of-mine (ROM) stockpiles. Manganese ore prices have recently surged to a four-year high of US$8.30/dmtu for 44% CIF Tianjin, China. In response, E25 is assessing the feasibility of processing both ROM and low-grade stockpiles at Butcherbird. The current high manganese prices present a significant opportunity for immediate cash flow if production is determined to be viable. Watch at #Proactive #ProactiveInvestors #ManganeseMining #BatteryMetals #CriticalMinerals https://lnkd.in/eumaZ84s

#RUIDAInFocus This week, the volume of #iron ore arriving at Chinese inland ports increased from 23.837 million tons last week to 24.619 million tons. Global iron ore shipments rose from 28.873 million tons to 30.852 million tons, indicating a loosening of port supplies. Last week, the total inventory across 45 ports increased from 152.9753 million tons to 153.4168 million tons. As market supply and demand improve, the long-term losses of steel mills are narrowing. The peak season for iron ore is approaching, leading to increased enthusiasm for production. #MarketInsights #ChinaMarket #SeasonalDemand   #Metals #Chemical #Oil #Agricultural #Energy #InterestRate #StockIndex #ForeignExchange #FinancialDerivatives #FinancialServices #GlobalMarkets #Futures #Options  #CommodityTrader #Producer #Consumer #Utility #Shipowner #AssetManager #InstitutionalInvestor #Government #Regulator #AssociationBank #CommodityBroker #Exchange #Insurance #Alternative #FinanceProvider #ShipBroker #Transport #Storage #Logistics #FreightForwarder #TechnologyProvider #AdvisoryFirm #DataProvider

We're investigating the potential restart of processing operations at our Butcherbird Manganese Project in Western Australia to take advantage of recent upward movement in manganese ore prices to four-year highs to U$8.30/dmtu caused by market factors including disruptions at South 32’s Groote Eylandt operations. With Groote Eylandt Mine offline until at least Q3 2025, there is an opportunity to potentially sell lower-grade stockpiles at Butcherbird profitably and utilise existing run-of-mine stockpiles for production. These activities will run parallel to expansion plans for the Butcherbird Project, aligning with our strategy to produce high purity manganese sulphate monohydrate (HPMSM) for a facility planned in Louisiana, USA, in partnership with General Motors LLC and Stellantis NV. Managing Director Justin Brown said: “A potential restart of Butcherbird’s processing operations at these increased manganese ore prices on a de-risked basis may be an ideal opportunity to monetise existing stockpiles and generate short-term cashflow. E25 looks forward to updating the market further as these investigations are completed and we will continue to monitor ore markets in the meantime to optimise any potential opportunities that may arise.” Read the full ASX Announcement here: https://bit.ly/3Rnbv5j #E25 #Element25 #manganese #ASX #ASXNews

Did you know? The dry bulk shipping industry, crucial for transporting raw materials like coal, iron ore, and grains, handles about 85% of the world's seaborne trade. From Handysize (10,000–35,000 DWT) to Valemax (up to 400,000 DWT) vessels, this sector supports global industrial production and food supply chains. #MidasGlobal #MaritimeIndustry #GlobalTrade #DryBulkShipping #Logistics #SupplyChain #IndustrialProduction #ShippingIndustry

Bulker transits via the Bab al Mandab Strait, having stabilised in Q2-Q3 have fallen further since the start of Q4 in line with the increasing number of Houthi attacks on commercial vessels.   A total of 189 bulk carriers went through the strait last month (-12 month on month). These trade patterns sharply contrast with the same time last year when plentiful coal, grain and iron ore from East Coast Canada and the US was regularly transiting Suez, leading to a record 673 bulkers transiting Bab al Mandab in October 2023.   Older vessels continued to dominate Bab al Mandab transits last month with 75 older Supramaxes going through the strait together with 40 Handysizes and 26 conventional Panamaxes.   By contrast, just nine Kamsarmaxes transited Bab al Mandab in October – the lowest monthly figure to date. That said, there was a slight uptick in Capesize transits on the month from 14 in September to 18 in October, largely dominated by Ukrainian iron ore as well as Turkish bauxite and iron ore together with Russian metallurgical coal exports from Taman.   The Howe Robinson Partners weekly dry bulk report covers all aspects of the market including vessel segment updates, commodities, congestion and carbon costs.   To learn more and discuss our services and publications, please contact us: dryresearch@howerob.com.   #capesize #panamax #handysize #supramax #kamsarmax #Suez #RedSea #tradedisruption #COGH #commodities #drybulk #globaltrade #drybulk #coal #grain #ironore