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Треть заявок направлением на запад не обеспечены грузом

  • Market: Coal, Fertilizers, Freight, Metals
  • 14/04/25

Около 30% согласованных заявок на экспортные перевозки угля через южные и северо-западные порты в I квартале были инфлированными — не были обеспечены грузовой базой, сообщил заместитель генерального директора — начальник центральной дирекции управления движением РЖД Михаил Глазков на брифинге начале апреля. В прошлом году доля таких заявок не превышала 2%.

Ослабление интереса к западным маршрутам со стороны угольщиков объясняется снижением мировых цен на твердое топливо и укреплением курса рубля к доллару США.

Между тем РЖД зарезервировала локомотивы и локомотивные бригады под заявленные объемы угля, был заадресован также порожний подвижной состав, который отправился из портов, но не доехал до станции погрузки из-за отсутствия груза.

«Из-за инфлированных заявок на западном направлении в марте мы теряли более 150 тыс. т угля ежесуточно, или 4,5 млн т в абсолютном исчислении. В апреле эта проблема сохраняется. Каждый день на Северо-Кавказскую, Октябрьскую и Западно-Сибирскую железную дорогу [Запсиб] не предъявляется к погрузке порядка 1,6 тыс. вагонов, что проводит к потерям 100 тыс. т груза ежедневно», — заявил Глазков.

Кроме того, 72 тыс. порожних полувагонов, заадресованных на Запсиб, не были востребованы для перевозки. Этот подвижной состав остается на путях общего пользования и ухудшает эксплуатационную обстановку на сети. За простой парка платит отправитель, который заявил к перевозке груз, но не предъявил его впоследствии.

В то же время РЖД удалось компенсировать выпадающую погрузку на северо-западном направлении привлечением дополнительного объема черных металлов и минеральных удобрений, сообщил Глазков.

Госкомпания предлагает повысить штраф за инфлированную заявку в 24 раза, до 240 руб./т не погруженного груза. Штрафы предлагается сделать поступательными в зависимости от времени отказа перевозки до запрошенной даты. Ранее эта инициатива уже предлагалась, но не была поддержана в Совете Федерации.

«Мы со своей стороны готовы нести взаимную ответственность за невывоз согласованных к перевозке грузов», — заверил Глазков.

___________________

Больше ценовой информации и аналитических материалов о рынке транспортировки навалочных, генеральных грузов и контейнеров — в ежемесячном отчете «Argus Логистика сухих грузов».

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Ethiopia’s EABC still needs up to 400,000t DAP in 2025

Ethiopia’s EABC still needs up to 400,000t DAP in 2025

London, 9 May (Argus) — Ethiopian Agricultural Businesses (EABC) will close a tender to buy 425,390t of DAP on 13 May. Argus estimates it needs to secure the majority of this volume to meet the country's phosphates demand for the 2025 application season. Across all tenders to buy DAP that EABC opened between August 2024-May 2025, the importer awarded 1.16mn t across 18 cargoes. Of this awarded total, Argus estimates only up to 750,000t is likely to be delivered to Ethiopia in a timely manner. This is because some of these awarded cargoes — largely Chinese — did not have firm backing from producers. And the bulk of the awarded Chinese cargoes — which made up almost half of all the awarded cargoes — were not shipped while Chinese producers focused on covering domestic demand. In recent years, Ethiopia had imported phosphate in the form of NPS and NPSB through EABC tenders, generally all from Morocco. But in August 2024, ahead of the 2025 domestic season, EABC switched from importing NPS to asking for DAP 18-46. In its last tender to buy NPS, issued in August 2023, EABC asked for around 1mn t of NPSB and 332,000t of NPS containing 37.7pc and 38pc P2O5, respectively. On a P2O5 basis, the 2023 NPS tender asked for a total of around 1.1mn t of DAP-equivalent. This implies EABC needs to line up a further 350,000-400,000t of DAP, assuming a similar demand for P2O5 as last year. Argus line-up data shows 1.046mn t of NPS shipped from Morocco's Jorf Lasfar to Djibouti in the 12 months following August 2023. On a P2O5 basis, this is probably equivalent to only around 900,000t of DAP. EABC would need to buy 150,000-200,000t more to reach this level. Chinese DAP will probably dominate offers into EABC's 13 May tender. After a hiatus of around six months, Chinese suppliers will likely be able to apply for customs inspections under the CIQ system from mid-May for DAP and MAP cargoes. This implies Chinese DAP exports will resume from as early as late May, in time to meet EABC's requirements. Time running out for Ethiopia's season EABC is likely to struggle to secure the remaining DAP needed before the end of Ethiopia's domestic season. Planting during Ethiopia's Meher — the main rainy season — broadly spans from March to June. In its latest tender to buy DAP, closing on 13 May, EABC asked for a loading period up to mid-July. In 2024, the final cargoes under EABC's 2023-24 tender to buy NPS had already arrived in Djibouti by that time. Under the 23 April and 13 May EABC tenders, cargoes loading in June — particularly from closer origins like Saudi Arabia — could still arrive in time to service the tail end of Ethiopia's DAP season. But the bulk of the country's application season will likely have been missed by then. EABC's next tenders will likely be targeting supply for the 2026 domestic season. DAP is more expensive Tender awards are limited by EABC's allocation of funds for DAP before offers are collected. The importer received eight 60,000t offers ranging from $696.27-748.00/t fob with 30 days of credit in its 23 April tender, and awarded only the lowest offer before scrapping the tender and issuing a fresh one. It rejected revised offers in its 20 February and 25 March tenders, which were above its counterbids at $625/t fob and $647.19/t fob, respectively. Awards in the 13 May tender will likely remain difficult because prices in the global DAP market have risen. DAP prices in India — the global DAP benchmark and a key competitor to Ethiopia — are now around $720/t cfr, up significantly from $590/t cfr at the beginning of August 2024. DAP could go elsewhere Any DAP which Ethiopia does not acquire will find willing buyers elsewhere in south and southeast Asia. India began May with around 1.64mn t of DAP in stock — well below a comfortable 2mn t minimum — and will need to boost imports to build its inventories. Bangladesh will likely issue a private-sector tender in the coming weeks, probably seeking around 500,000t or more of DAP. China is traditionally its main supplier, especially through its private-sector tenders. Demand in southeast Asia has generally seen an uptick because of high rainfall, and many buyers have been holding out for the resumption of Chinese exports. DAP prices have reached $700-715/t cfr southeast Asia on latest sales, but offers are climbing higher. And Pakistan will likely step into the import market to secure tonnes for July-August arrival, ahead of the peak of its domestic season from the end of the third quarter. EABC received offers for Jordanian and Saudi Arabian DAP loading in May in its 23 April tender. It rejected the offers, allowing India to buy probably the same cargoes at $719.50/t cfr earlier this month. By Adrien Seewald Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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Brazil's inflation accelerates to 5.53pc in April


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09/05/25

Brazil's inflation accelerates to 5.53pc in April

Sao Paulo, 9 May (Argus) — Brazil's annualized inflation rate rose to 5.53pc in April, accelerating for a third month despite six central bank rate hikes since September aimed at cooling the economy. The country's annualized inflation accelerated from 5.48pc in March and 5.06pc in February, according to government statistics agency IBGE. Food and beverages rose by an annual 7.81pc, up from 7.68pc in March. Ground coffee increased at an annual 80.2pc, accelerating from 77.78pc in the month prior. Still, soybean oil prices decelerated to 22.83pc in April from 24.36pc in March. Domestic power consumption costs rose to 0.71pc from 0.33pc a month earlier. Transportation costs decelerated to 5.49pc from 6.05pc in March. Gasoline prices slowed to a 8.86pc gain from 10.89pc a month earlier. The increase in ethanol and diesel prices decelerated as well to 13.9pc and 6.42pc in April from 20.08pc and 8.13pc in March, respectively. The hike in compressed natural gas prices (CNG) fell to 3.5pc from 3.92pc a month prior. Inflation posted the seventh consecutive monthly increase above the central bank's goal of 3pc, with tolerance of 1.5 percentage point above or below. Brazil's central bank increased its target interest rate for the sixth time in a row to 14.75pc on 7 May. The bank has been trying to counter soaring inflation as it has recently changed the way it tracks its goal. Monthly cooldown But Brazil's monthly inflation decelerated to 0.43pc in April from a 0.56pc gain in March. Food and beverages decelerated on a monthly basis to 0.82pc in April from a 1.17pc increase a month earlier, according to IBGE. Housing costs also decelerated to 0.24pc from 0.14pc in March. Transportation costs contracted by 0.38pc and posted the largest monthly contraction in April. Diesel prices posted the largest contraction at 1.27pc in April. Petrobras made three diesel price readjustments in April-May. By Maria Frazatto Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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Q&A: US' ACE Green bets on LFP batteries


09/05/25
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09/05/25

Q&A: US' ACE Green bets on LFP batteries

Singapore, 9 May (Argus) — US-based battery recycler ACE Green Recycling has been focusing on the US market, particularly its upcoming Texas recycling site, and plans to run its lead-acid and lithium-iron-phosphate (LFP) battery recycling operations alongside each other in Texas. Argus spoke with ACE Green Recycling's vice-president of investments and strategy, Aaron Wee, about their Texas site, battery recycling gate fees in Europe and the black mass market. The interview is split into two parts and part two's edited highlights follow: What's your view on the US market? The US market for lead is [one of] the most attractive market in the world. It's where you can find possibly some of the cheapest scrap batteries for lead, and also get some of the highest premiums on refined and alloyed lead. In terms of lithium, obviously the US is either the second- or the third-largest economy for [electric vehicles] and lithium batteries in general. Nowadays, with the improvements in LFP battery technology, the range and energy density problems of the past are now not really an issue. We sort of predicted the shift towards LFP quite some time ago. Back when the recyclers were concerned about nickel-manganese-cobalt (NMC) because we're going to get nickel, we're going to get cobalt. That was a relatively easy win for a lot of recyclers. But for us, LFP was always going to be the battery of the future. In fact, in our Texas project, we've already [begun the process of acquiring] the land and the facilities to combine both our battery recycling technology stacks and to co-locate them in a single location. But lead will start first because lead is going to make money tomorrow. LFP might take a little bit of time before feedstock actually comes in. What does ACE think of gate fees, especially in Europe? Does it distort the long-term consideration when setting up battery recycling operations? From a commercial point of view, I think depending on the battery type, that would be €500-800/t of batteries for gate fees in Europe. This may or may not hold over the next couple of years as more recycling capabilities are deployed in Europe. We won't say no to just getting money to recycle them. But our ultimate goal is not to rely on gate fees as a commercial strategy. Moving forward, I don't think any company can rely on gate fees as a strategy. It just won't be tenable. Eventually, somebody's going to be able to do it cheaper and better than you. And if you rely on gate fees, that's the end game right there. Gate fees are usually correlated with the price of lithium. [If] the price of lithium goes up, then recyclers won't [need to] rely on [gate fees]. Chances are we're going to be looking at maybe $12,000/t of lithium carbonate, [or] maybe $11,000 by the end of this year. What does ACE feel about the current pricing mechanism of black mass, battery scrap or even lithium? The correlation between lithium prices and black mass is very strong. But black mass as a commodity is a little bit trickier to export to China because of the regulations. Once they accept black mass [imports], especially LFP black mass, that will have a significant change. There will also perhaps be a fall in prices in the rest of the world because now they can sell to China, not just internally in their own domestic markets. Depending on how trade barriers may or may not come up over the next couple of months, we should see a shift in how black mass is priced. By Joseph Ho Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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EU consults on tariffs for €95bn US imports


09/05/25
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09/05/25

EU consults on tariffs for €95bn US imports

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New Zealand’s Fonterra starts electrode boiler


09/05/25
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09/05/25

New Zealand’s Fonterra starts electrode boiler

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