DBX

DBX is a 2.0 commodity market analytics software for dry bulks.

[DBX @dbx_commodities]

📊 NEW RESEARCH RELEASE: Breaking through BHP's Iron Ore market opacity We're excited to announce our latest technical solution that gives unprecedented visibility into BHP's iron ore operations. Please request a copy:https://t.co/6nHOHdwfPF

[DBX @dbx_commodities]

New White Paper: Enhancing Transparency in @FortescueNews Operations with DBX. Actionable insights into FMG’s trading flows, inventory levels, and granular shipment breakdowns. https://t.co/JRWMkxGWpl

[DBX @dbx_commodities]

Vale has been driving its iron ore exports to record highs, yet #ironore #pellets continue to account for only 5% of shipments.
Our technology provides real-time visibility into #brazil iron ore exports, offering a 100% breakdown by ore type at both the company and port level.

[DBX @dbx_commodities]

Bahodopi: The World’s Largest #coal Discharge Port in 2025
DBX coal flow data confirms a surge in shipments to #Bahodopi, the key gateway for Morowali Industrial Park (IMIP) in #Indonesia. With record-high coal imports fueling #nickel smelters and Dexin #Steel’s blast furnaces.

[DBX @dbx_commodities]

#Brazil will increase #soybeans exports in Feb with nowcast projections at 6.5 MT, up 4.3 MT from prev month. This comes as #China imports of Brazilian soybeans are constrained by phytosanitary requirements, with DBX nowcasting imports <1 MT in Feb—nearly an all-time monthly low

[DBX @dbx_commodities]

DBX data indicate that the #Taranto #steel plant has ramped up since the restart of Blast Furnace 1 in Oc achieving the company 2 MT milestone. Jan 25 signals indicate strong production. This increased activity could enhance interest from potential buyers in aquiring the asset.

[DBX @dbx_commodities]

#China #soybeans import flows were 105 MT in 24, up 5 MT fm 23. US-origin soybean imps fell to 23 MT in 24, down 5 MT fm 23 as China increased imps fm #Brazil + #Argentina due to fears of a Sino-US #TradeWar. DBX nowcasts Chinese soybean imports for Jan at 7.7 MT, down 1 MT yoy.

[DBX @dbx_commodities]

Russian Coal Exports Plummet: Sanctions and Seaborne Flow Restrictions Bite.
Seaborne flows dropped to 169 MT in 2024, which is 34 MT lower than 2023 and the lowest level since 2019, according to DBX data.
#coal #russia #sanctions

[DBX @dbx_commodities]

#China #coal production reached an all-time high in 2024, totalling 4.8bt, up 1.3% yoy, according to official data. This new record highlights coal's continued dominance as China's primary energy source, despite ongoing efforts to expand #renewable #energy development.

[DBX @dbx_commodities]

DBX RESEARCH: Indonesia's Coal Production Peak - A Critical Turning Point

#Indonesia #coal sector stands at a critical juncture. Our latest research reveals production could peak as soon as 2025, despite the government's ambitious 922Mt quota for 2024.

https://t.co/2cVvwgg1S4

[DBX @dbx_commodities]

Japan's Transforming Role in Global Commodity Markets
Our latest research reveals how Japan's commodity import landscape is undergoing significant changes driven by demographic shifts, energy transition and industrial restructuring
https://t.co/4rdYH6qwTB

[DBX @dbx_commodities]

🌍 DBX Proud to Contribute to the @IEA 's Latest Report on Global Coal Markets!
Read full report here: https://t.co/iVt63PExRw

[DBX @dbx_commodities]

Despite the global shift towards #renewables DBX forecasts that thermal coal flows will hit an all-time high of 1,030 MT in 2024, a 17 MT increase compared to 2023.
The key driver? #Coal remains the backbone of #powergeneration across many Asian countries.

[DBX @dbx_commodities]

Higher natural #gas prices, coupled with reduced #Renewable and #hydroelectric #power generation, are driving a significant recovery in European power generation from #coal (excluding lignite)

[DBX @dbx_commodities]

Thank you @business for highlighting our insights in your recent article
We are committed to delivering real-time analytics and actionable insights to help the industry make smarter, data-driven decisions.
https://t.co/YkWlwirxdg

[DBX @dbx_commodities]

India Set to Transform from Net Exporter to Net Importer of Iron Ore by 2030
Our latest research reveals a seismic shift in global iron ore markets as India's ambitious steel production targets reshape trade dynamics.
https://t.co/59kYTDXS0T

[DBX @dbx_commodities]

#Russian #Coal Market Shifts: 2024 Outlook
Major changes ahead in Russian coal exports:
Thermal coal exports ⬇️ 14% to 105M tons
Met coal exports ⬆️ 17% to 48M tons
50% of mines operating at a loss
Download our comprehensive market report 👇https://t.co/R4ngntBFXb

[DBX @dbx_commodities]

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

[DBX @dbx_commodities]

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

[DBX @dbx_commodities]

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.