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Треть заявок направлением на запад не обеспечены грузом

  • Spanish 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.

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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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20/05/25

Shipping industry still dislikes US port fees

Shipping industry still dislikes US port fees

New York, 20 May (Argus) — US port fees meant to target the Chinese maritime industry finalized by the US Trade Representative (USTR) in April are still facing backlash from market participants, even in what are supposed to be unrelated USTR proceedings. In public comments due by 19 May that were meant to be focused on new USTR proposals for tariffs on portside cranes , many shipping firms chose instead to continue voicing concerns about the port fees, which are aimed at penalizing owners and operators of Chinese-built vessels. Groups like the World Shipping Council (WSC) and the Chamber of Shipping of America (CSA) are asking the USTR to consider more feedback from industry before imposing the fees this fall, citing both the damage they could do to US commerce and confusion about the measures. "The [port] fees will increase costs for US consumers and exporters and introduce supply chain inefficiencies, all while failing to incentivize China to alter its acts, policies and practices," the WSC said in comments filed with USTR on 19 May, echoing many of the concerns raised by groups earlier this year to draft versions of the port fees. The finalized port fee plan is also unclear to many and has generated confusion in the international trade community, WSC said. The timing of the implementation for the fees is also unclear and needs to be clarified, said the CSA. Before Monday's hearing USTR said it would not address any aspect of the new fees — just the proposed crane tariffs. There were comments filed on the crane tariff proposal, including from the operators of the Port of Freeport, Texas, who noted the US needs significant time to develop its own domestic crane manufacturing industry. But many of the comments continued to address what appear to be finalized fees, set to go into effect in October. In one comment, food industry trade group The Meat Institute, said the finalized fees were an improvement over the earlier proposals, but they would still be costly to US businesses and consumers. The new fees "... would still impose punitive fees that will be passed directly to the American companies exporting perishable meat and poultry products, and ultimately spread across actors along the supply chain, including American consumers who will see prices on food to finished goods increase at a time when the Administration is working diligently to combat stubborn inflation," the Meat Institute said in its comments. By Charlotte Bawol Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

Community Union lambasts Liberty Steel ownership


20/05/25
20/05/25

Community Union lambasts Liberty Steel ownership

London, 20 May (Argus) — Trade union Community and UK politicians have lambasted the "irresponsible" ownership of UK firm Liberty Steel, with the company's Speciality Steels unit facing a winding up petition tomorrow. "New, responsible ownership is needed to give the business the brighter future it needs and deserves, and that can only be achieved with a decisive change at the top. Enough is enough — Sanjeev Gupta must invest in the business or step aside," Community Union general secretary Roy Rickhuss said. "Our Stocksbridge Speciality Steels site needs new, competent ownership to maximise its potential, so that the business has a real chance for success," Labour Member of Parliament for Penistone and Stocksbridge Marie Tidball said. The business, which has operated at a fraction of its nameplate capacity in recent years, is subject to a winding up petition submitted by major creditor Harsco and supported by a number of other creditors. The petition hearing had been delayed, but the company recently withdrew its own restructuring plan as it was clear it had insufficient creditor support to be approved . Liberty had been in talks with the government, with some suggesting it was seeking investment to keep the business afloat, or a sale. "We continue to closely monitor developments around Liberty Steel, including any public hearings, which are of course a matter for the company", a spokesperson for the Department for Business and Trade said. "It is ultimately for Liberty to manage commercial decisions on the future of its companies, and we hope it succeeds with its plans to continue on a sustainable basis." Company sources suggested the winding up petition will go ahead tomorrow, with the official receiver likely to be appointed shortly after. But Liberty is seeking an adjournment to buy time, the sources said. The government's intervention in British Steel, whereby it passed a law enabling it to direct the company, has prompted some talk that it could do the same with Liberty's Speciality business. Speciality produces high-grades supplied into strategic sectors, such as aerospace, and has the benefit of already being electric arc furnace-based. Its problems in recent years have been driven more by cash constraints rather than market conditions, given the higher-value of some of its product lines. But rising costs and tough trading conditions have clearly been a factor as well. Some market participants said the government could look to connect some of the Speciality plants and British Steel to attract private investment. But others suggested the Speciality business may be more attractive to private investors as a stand-alone unit, and that there will be interest should it fall into administration. Liberty said the UK sector has "for many years faced major challenges due to high energy costs and an over reliance on cheap imports". It also said it continues to hold discussions with creditors on restructuring the unit's debt, and is "grateful for the patience and fortitude" of colleagues and stakeholders. By Colin Richardson Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

India's Shyam Metalics to build West Bengal wagon plant


20/05/25
20/05/25

India's Shyam Metalics to build West Bengal wagon plant

Mumbai, 20 May (Argus) — Indian metals producer Shyam Metalics will build a state-of-the-art wagon manufacturing facility in Kharagpur, West Bengal, with an annual production capacity of 4,800 wagons, the firm announced on 19 May. The company plans to build the facility under its step-down subsidiary, Ramsarup Industries, and expects to begin operations by March 2026. The plant will be developed in two phases. The first phase will have a production capacity of 2,400 wagons/yr, or approximately 8 wagons/d, while the second phase will double output to 4,800 wagons/yr. The firm aims to produce a variety of wagons at the plant, including flat, open, box, covered, tank and specialised wagons. The plant will adopt the "Uni-Flow" manufacturing layout according to international standards to ensure efficient production, said company director Sheetij Agarwal. The move is a key part of Shyam Metalics' defined five-year capital expenditure plan and aligns closely with the government's "Make in India" and "Atmanirbhar Bharat" initiatives, highlighting Shyam Metalics' dedication to fostering self-reliance in critical infrastructure, the firm said. The facility reflects the company's commitment to innovation, sustainability, and nation-building, it added. By Deepika Singh Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

GFG puts Australian Mn plant on care and maintenance


20/05/25
20/05/25

GFG puts Australian Mn plant on care and maintenance

Sydney, 20 May (Argus) — UK-owned steelmaker GFG Alliances has placed its Liberty Bell Bay manganese alloy smelter in Tasmania into care and maintenance over manganese ore supply issues, Tasmanian minister for business, industry and resources Eric Abetz said on 19 May. GFG is committed to the long term success of the Liberty Bell smelter and expects the pause to be temporary, a company spokesperson told Argus on 20 May. The Tasmanian state government is working with GFG and the Australian federal government to address challenges at the plant. It has also asked prime minister Anthony Albanese to support Liberty Bell, state premier Jeremy Rockcliff said on 20 May. Liberty Bell Bay is Australia's only ferroalloy plant and is permitted to produce a combined total of 290,000 t/yr of ferromanganese and silicomanganese. GFG sources Liberty Bell Bay's manganese ore from Australian metal producer South32's Australian Gemco mine and South African sites, which have faced recent production disruptions because of bad weather and maintenance shutdowns. Cyclone Megan flooded and damaged parts of Gemco in March 2024, taking it off line for four months. South32 closed the mine again in January-March 2025 to complete mine dewatering work. South32 also cut manganese production at its South African operations by 10pc on the year in January-March because of scheduled maintenance work and an unplanned shutdown at its Wessels mine. Gemco's manganese production is forecast to reach approximately 5mn t in the 2025-26 financial year ending 30 June, the Northern Territory state government said in a budget announcement. South32 has not released its Gemco production guidance for 2025-26. Liberty Bell Bay's production pause comes after the South Australian state government placed GFG's 1.2mn t/yr Whyalla steelworks into administration in February. The state government later announced plans to transfer control of the Whyalla port from GFG to the steelwork's administrators. Liberty Bell Bay is one of only six facilities in Tasmania covered under Australia's federal safeguard mechanism. It received 8,762 safeguard mechanism credits (SMCs) for the July 2023-June 2024 compliance year as its covered scope 1 emissions of 196,125t of CO2 equivalent (CO2e) were below its baseline of 204,887t of CO2e. Two facilities operated by GFG — the Whyalla steelworks and the Middleback Range iron ore mine — ended the compliance year in an excess emissions situation because they were in administration, according to the Clean Energy Regulator (CER). By Avinash Govind and Juan Weik Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

China's CATL raises $4.6bn from Hong Kong IPO


20/05/25
20/05/25

China's CATL raises $4.6bn from Hong Kong IPO

Beijing, 20 May (Argus) — China's largest battery producer CATL has raised $4.6bn from the sale of 135.6mn of its shares on the main board of the Hong Kong Stock Exchange today. This is likely to be the world's largest initial public offering (IPO) in 2025. CATL's shares hit a high of HK$299.80 ($38.40) in the morning trading session, up by 14pc from its listing price of HK$263. CATL's Hong Kong IPO is expected to enhance its international brand influence and finance its expansions in the global battery market, according to industry participants. CATL is not only a battery component manufacturer and system solution provider, but also aims to be a pioneer of the global zero-carbon economy, said company chairman Zeng Yuqun at the listing ceremony. The world's total investments in vehicle electrification will hit $3 trillion by 2030, and more than $10 trillion will be invested in renewable energy by 2050, according to CATL. CATL's electric vehicle battery installations rose by 40pc on the year to 84.9 GWh in January-March, accounting for 38pc of the world's total installations, data from South Korean market intelligence firm SNE Research show. Its total battery capacity is projected to reach 700-1,000 GWh/yr in 2025, making it the world's first TWh-level battery manufacturer, according to market participants. The firm has been accelerating expansions outside China in recent years, with projects in Germany, Hungary, Spain, and Indonesia. The company is also facing geopolitical pressure because of the US' higher tariffs on Chinese battery imports and accusations by some US politicians of having supply chain connections to forced labour. Send comments and request more information at feedback@argusmedia.com Copyright © 2025. Argus Media group . All rights reserved.

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