DBX estimates that Japanese #coal stockpiles at power stations have rebounded significantly from a low point in August, and are now in line with the 5-year average around 8.5 million metric tons. #electricity #LNG

After record-breaking #electricity demand of 907TWh in Aug #Chinese demand fell by 12% in Sep to 802TWh, as cooler autumn weather reduced household aircon usage. However, Sep power consumption grew 7.6% yoy reflecting strong structural growth in EVs, manufacturing + data centers

Higher #ironore prices will lead to a surge in Chinese io discharge which will top 115mt in Oct, an all-time high. Stronger Chinese steel sector has not resulted in lower IO stocks at ports, which remain high at ~150mt. Current fundamentals suggest limited upside for prices.

#Russia is the 4th-largest exporter of met #coal and the 3rd-largest exporter of thermal coal worldwide, exporting ~150mt/yr. Current mkt dynamics are marked by low coal prices and rising costs. Get in touch: info@drybulkx.com

We're thrilled to introduce SPECTRUM – a ground-breaking technology that provides near real-time monitoring of steel mill activity using satellite data, starting in Europe. Get in touch if you want to learn more: info@drybulkx.com #steel #power

Our comprehensive analysis covers nearly 100% of all #USA #coal exports. In this ground-breaking report, DBX outlines the complete coal #Supply cost curve for the US, offering precise breakdowns per coal type, company, and region. Request copy: info@drybulkx.com

Looking back is easy, but predicting the future? That takes real skill. At DBX , we don't just track where the market has been and explain the past - we stake our reputation on calling where it's going next.

Important announcement 📢: McCloskey by OPIS, A Dow Jones Company has become DBX latest client. "Trusted data is paramount to our research, and DBX has excellent accuracy, as well as many value-adds such as inventory data" said Dr. James Stevenson, Research Lead at McCloskey.

Mirko from @onyxcapgroup shares his journey in the #energytrading industry + emphasizes the importance of fundamentals in trading. He highlights how DBX simplifies the process of analysing vast amounts of data and we are revolutionizing the way traders approach their strategies

#Colombia considering limiting coal sales to #Israel in response to war in #Gaza to "help end the violence" While #renewables + #naturalgas have been gaining mkt share #coal still represents 20% of #electricity mix DBX believes restrictions will no impact on Israel energy supply

#China faced lower-than-normal #hydropower output over the past 2 years due to drought conditions in several key river basins like the #Yangtze. 2024 is shaping up differently. Chinese hydropower prod surged to 83.5TWh in April, an increase of 12.3TWh compared to the previous mth

Despite efforts to transition towards renewable energy sources #China's appetite for #coal remains robust driven by soaring demand for aircon during the summer months. DBX pegs Chinese imports of #Colombian coal to reach 1.7mt in May, up a massive 60% mom and up 590% yoy

After a robust Jan and Feb this yr, #brazilian #Soybean exports have rapidly slowed down. Despite a healthy harvest, Brazilian farmers are hesitant to sell at prices at their lowest in 3 years. DBX estimates March and April soybean export flows at 12.1mt and 11.8mt respectively

In Feb the US imposed sanctions on top Russian coal producers, Suek and Mechel. Since the sanctions implementation, Russian coal export flows have surged from 13.2mt in Feb and March to 14.7mt in April, with expectations for further growth to 15.3mt in May.

Our ground breaking report covers nearly 100% of #Australia thermal and met #CoalTwitter production providing an unparalleled level of detail and analysis. Supply cost curve split by type of coal, company and region Request a copy: connect.drybulkx.com/coal-supply-cu…?

#India power production in March was robust reaching 146 TWh during the month, up by 10% mom and 6% yoy. Demand for electricity is anticipated to continue rising in the coming months as the economy remains buoyant and temperatures increase leading to higher demand for aircon

Exciting Announcement from DBX! Thrilled to unveil the launch of our latest suite of agriculture products kicking off with soybeans flows. This remarkable offering showcases an unparalleled ~100% correlation with customs Curious to learn more? Reach out to us at info@drybulkx.com

Following a heat-related buckle in a railway line resulting in a derailment and a subsequent 4-day shutdown of iron ore flows from the mines to Port Hedland, @FortescueNews shipments have surged to an all-time high.

The collapse of the bridge has halted coal exports from Baltimore terminals Consol and CSX affecting a significant portion of #coal flows on the US EC. The disruption is expected to have notable market effects particularly in Asia where much of the exported coal is shipped.

Hi inflation rate + weak currency have not deterred #coal imports in #Turkey. Despite this, Turkey gross dom product grew by 4.5% in 2023, surpassing $1tn for 1st time in history. This has driven strong coal imp now surpassing total imports from North West Europe incl #Germany