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Sinopec's plan to expand its LNG terminal in east China's Shandong province

Reuters quoted the state energy firm as saying that Sinopec's plan to expand its liquefied natural gas terminal in east China's Shandong province has won a green light from the provincial government. The terminal, in the port city of Qingdao, will add two tanks each sized 160,000 cubic metres, and will thus have annual handling capacity of 7 million tonnes, the company said, without giving a timeline for the expansion

Sinopec, a latecomer to the LNG business among state-run oil and gas firms, started operating the first phase of the Qingdao terminal at end-2014, with annual handling capacity of 3 million tonnes.

Source : Reuters
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China to impose Beijing-Tianjin-Hebei pollution curbs from October 1st 2018

Reuters reported that China plans to continue imposing pollution curbs measures in its smog prone Beijing-Tianjin-Hebei region and nearby areas from October 1 until March 31, 2019, a draft plan issued by the environmental ministry showed. It aims to cut the concentration of breathable particles, known as PM2.5, by around 5 per cent year on year during the winter in the region.

Heavy industries in the steel, non-ferrous, coke and construction materials sectors will be ordered to cut output capacity in the heating season, which typically begins in mid-November.

Source : Reuters
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Chinese Zhejiang Petrochemical gets 5 million tonne crude oil import quota for 2018

Reuters reported that China's Zhejiang Petrochemicals, which is owned by Rongsheng Group, has been awarded a quota to import 5 million tonnes of crude oil this year, a statement from the Zhoushan Bureau of Commerce in Zhejiang province said. The move comes as the company builds an oil refining and petrochemical complex on the island of Zhoushan, near Shanghai, in Zhejiang province.

It said that it is expected to have two 400,000 barrels-per-day oil refineries and two 1.4 million tonnes-a-year ethylene plants.

In April, Chinese private chemical producer Hengli Group won import quotas of 400,000 barrels per day (bpd), the largest ever for a private refiner, as it challenges the country's smaller independent plants in an oversupplied Chinese fuel market.

Source : Reuters
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China's electric car start-up XPeng valued at CNY 25 billion

Reuters reported that China's Xpeng Motors raised CNY 4 billion (USD 587 million) in its latest fundraising round, valuing the electric car start-up at nearly CNY 25 billion. China-based private equity firm Primavera Capital Group led the fundraising with venture capital investor Morningside Venture Capital and Xiaopeng He, Xpeng's chairman and chief executive officer.

Hillhouse Capital Group, which is currently finalising a new private equity fund that could become one of the biggest in the region, also participated in the fundraising.

Xpeng has raised more than 10 billion yuan from investors so far, the company said, including the fundraising round in January led by Alibaba Group Holding Ltd and Foxconn Technology Co Ltd. Alibaba had also participated in an earlier round in December.

Xpeng, which showcased its electric car in Las Vegas in January, is one of several Chinese start-ups looking to speed up development of battery-powered technology and compete with global leaders including Tesla Inc.

China's new energy vehicle sales are expected to grow by 40 percent in 2018, according to an industry body, after the country's traditional automotive market slowed sharply in 2017.

Xpeng expects its first vehicle, the "G3", to hit the market this year. It also plans to build 150 super charging stations across the country and set up stores in first-tier cities.

Source : Reuters
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Steel mills in China's Hebei cut output due to power shortage

Reuters reported that some steel mills in Hebei, China's top steelmaking province, have been ordered to curb operations due to power shortages in the region. The report quoted a manager at a Cangzhou-based steel pipeline company as saying that "We have to adjust operation hours in accordance with power-rationing plans, which change every day depending on the power consumption situation. Notices are sent out several hours before power is cut off.”

Around 30 per cent of output capacity has been affected by the rationing, said Gao Jingguang, a manager at Wu'an based-Yuhua Steel, which has capacity of over 5 million tonnes a year.

According to the southern Hebei division of State Grid Corporation of China, power grid loading in late July in southern areas of Hebei reached 36.57 GW, the highest on record, as a heatwave spurred electricity demand. The grid company - which oversees seven cities in southern Hebei, including the major steel cities of Handan and Cangzhou - has issued an alert on a potential power shortage. It asked industrial companies such as steel mills, ceramic makers and oil field operators to restrict activities during peak hours to ensure power supplies for residential use.

State Grid's Hebei division on Monday also scheduled power outages in Tangshan, in Hebei as well and China's top steelmaking city, for the coming three days, according to notices from the power company.

Hebei lifted the power shortage alert to "orange", second-highest in China's four-tier warning system, in seven cities in southern Hebei on Friday. Under an orange alert, industrial plants can only work from 11 PM to 7 AM, typically off-peak hours for residential use.

Source : Reuters
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Nissan to sell car battery unit to China Envision Group

battery unit to Chinese renewable energy firm Envision Group for an undisclosed sum. The announcement comes after Nissan cancelled a potential USD 1 billion sale of the unit to GSR Capital last month, saying the Chinese investment firm lacked the funds to make the purchase. Under the agreement, Nissan will retain a 25% share or equity interest in the entity newly formed by Envision. The deal, which covers battery plants in Tennessee and in England, is expected to close in March next year.

The workforce at all facilities covered by the deal will continue to be employed, Nissan said in a statement.

Mr Yasuhiro Yamauchi Chief Competitive Officer of Nissan said in the statement that “The transaction will enable Nissan to concentrate on developing and producing market-leading electric vehicles in line with the goals set in our midterm plan.”

Mr Lei Zhang, founder and CEO of Envision, said in the statement the partnership will help create innovative solutions for the “IoT value chain”.

The Japanese automaker has been wanting to sell the unit, Automotive Energy Supply Corp, as it looks beyond its unit to procure low-cost, high performing lithium batteries. Its automaking partner Renault SA sources EV batteries from South Korea’s LG Chem.

In August last year, Nissan had announced its plan to sell AESC to GSR for an undisclosed sum. A source told Reuters at the time that the Chinese firm had agreed to pay Nissan a total of USD 1 billion for the deal.

But the deal faced a series of delays, including prolonged talks between GSR Capital and NEC Corp, which holds a 42 % stake in the company, over the acquisition of its subsidiary NEC Energy Devices, which holds a 7 % stake.

Source : Reuters
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Chinese Unipec suspends US oil imports amid growing trade row

Reuters reported that China's Unipec, the trading arm of state oil major Sinopec, has suspended crude oil imports from the United States due to a growing trade spat between Washington and Beijing, three sources familiar with the situation said. The sources declined to be identified as they are not authorised to speak to the media. It's not clear how long the temporary halt will last, but one of the sources said Unipec has no new bookings of US crude until at least October.

Unipec and Sinopec, Asia's largest refiner and biggest buyer of US oil, did not respond to requests for comment.

Chinese oil buyers had already slowed their purchases of US oil to avoid a likely import tariff threatened by Beijing amid the escalating trade dispute between the world's two largest economies.

Beijing has put US energy products, including crude oil and refined products, on lists of goods it will hit with a 25 per cent import tax in retaliation for similar moves by Washington. It has not said when it will impose the tariffs.

Unipec said that it expects to trade up to 300,000 barrels per day (bpd) of US crude oil by the end of the year, about triple its trading volume of US oil last year.

Source : Reuters
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AnYang Iron & Steel saw net profit surge in H1

Xinhua reported that AnYang Iron & Steel, a steel maker in China, saw a more than 3,562% rise in net profit in the first half of 2018. The company's net profit soared to CNY 1.02 billion (about 149 million US dollars) in the January to June period while business revenue saw 36.8% growth to 15.77 billion yuan. It said in a report filed to the Shanghai Stock Exchange that earnings per share also rose significantly during the same period, up 3,441.67% to 0.425 yuan.

AnYang attributed the fast growth to its product structure upgrade and ecological transformation in manufacturing.

According to the China Iron and Steel Association, China's iron & steel industry showed good performance in H1. The profit of about 380 major companies in the sector reached 139.27 billion yuan (about 20.39 billion US dollars), up over 151% year on year.

The Chinese government has put "green development" high on its agenda, closing a large number of steel companies that failed to meet its environmental standards. The price of iron & steel saw substantial rises afterwards, leaving the remaining competitors to gain large market share.

Source : Xinhua
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China interested in building nickel factory in North Maluku

Tempo quoted Indonesia Minister of Industry Airlangga Hartarto as saying that Chinese investors are interested in building a nickel factory in North Halmahera, North Maluku, to process the nickel that is a component of a lithium battery. Mr Airlangga Hartarto said that “It will be extracted, cobalt for batteries as well.”

He explained that the lithium batteries will be used for the energy source of electric vehicles. He said that “The electricity industry has the battery as its component.”

Coordinating Minister for Maritime Affairs Luhut Binsar Pandjaitan said the development of electric cars is currently still constrained by the supply of batteries that still need to be imported. Whereas the raw materials for lithium batteries are nickel and cobalt, it is abundant in the country.

Mr Luhut assessed the advantage of using electric vehicles are environmentally friendly, which comes from energy diversification will be more efficient and have low operational costs.

According to him, at the initial stage, the cooperation between Chinese and French investors would donate USD 5 billion. He said that “The investors will visit North Halmahera. I ask them, if they want to be serious, make a lithium battery and they agree. The Chinese investors want to invest five billion dollars in the first stage (the construction of a nickel factory). Then they want to invest later the five billion for the second stage.”

Source : Tempo
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DSM voert patentzaak tegen Anhui Tiger in China

(ABM FN-Dow Jones) DSM is in China een patentzaak gestart tegen Anhui Tiger, vanwege de schending van patentrechten omtrent een hoofdbestanddeel van Biotin, dat beter bekend staat als Vitamine B7 of Vitamine H. Dit maakte het Nederlandse speciaalchemiebedrijf woensdagochtend bekend.

DSM wil dat Anhui Tiger stopt met het gebruiken van het gepatenteerde proces voor de ontwikkeling van het hoofdbestandsdeel voor Biotin. Het speciaalchemiebedrijf hoopt ook op een vergoeding voor de geleden schade.

Het aandeel DSM koerste woensdagochtend 0,5 procent hoger op 91,46 euro.

Door: ABM Financial News.
info@abmfn.nl
Redactie: +31(0)20 26 28 999

© Copyright ABM Financial News B.V. All rights reserved.
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China kondigt tegenmaatregelen aan

(ABM FN-Dow Jones) China heeft tegenmaatregelen aangekondigd nadat de Verenigde Staten een importheffing van 25 procent hebben gezet op 16 miljard dollar aan Chinese goederen. Dit meldde het Chinese staatspersagentschap Xinhua woensdag.

De nieuwe Chinese maatregelen die eveneens een heffing behelzen van 25 procent op 16 miljard dollar aan Amerikaanse goederen, worden op 23 augustus van kracht.

Volgens persbureau Reuters gelden de nieuwe Chinese maatregelen voor 333 producten. Onder deze producten vallen olie en staal, maar ook auto's, fietsen en medische apparaten.

De Office of the United States Trade Representative maakte vannacht de definitieve lijst bekend met Chinese goederen ter waarde van 16 miljard dollar waarop de VS importheffingen zetten.

Eerder al zetten de VS een heffing van 25 procent op 34 miljard dollar aan goederen.

Door: ABM Financial News.
info@abmfn.nl
Redactie: +31(0)20 26 28 999

© Copyright ABM Financial News B.V. All rights reserved
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China exporteert meer

(ABM FN-Dow Jones) De export in China is in juli opnieuw gestegen, maar de import nam nog veel harder toe. Dit bleek woensdag uit cijfers van de Chinese douane.

De uitvoer van Chinese goederen nam afgelopen maand, gerekend in yuan, met 6,0 procent toe. De import steeg zelfs met 20,9 procent.?

Gerekend in dollars steeg de export in juli met 12,2 procent op jaarbasis. Economen hadden gerekend op een toename van 10,0 procent.

De import trok in dollars ook aan, zelfs met 27,3 procent. Hier was gerekend op een stijging van 15,3 procent.

China had hierdoor vorige maand een handelsoverschot van 177 miljard yuan, of circa 28 miljard dollar. Economen rekenden vooraf op een surplus van ongeveer 39 miljard dollar.

Door: ABM Financial News.
info@abmfn.nl
Redactie: +31(0)20 26 28 999

© Copyright ABM Financial News B.V. All rights reserved.
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Chinese export groeit ondanks handelsvete

Gepubliceerd op 8 aug 2018 om 07:31 | Views: 1.135

PEKING (AFN/RTR) - China heeft ondanks de handelsvete met de Verenigde Staten zijn export verder opgevoerd. Het Aziatische land voerde in juli 12,2 procent meer goederen uit dan in dezelfde periode vorig jaar, blijkt uit cijfers van de douane. Dat is een sterkere stijging dan in juni en meer dan wat economen hadden verwacht.

Het zijn de eerste cijfers over de export sinds de Verenigde Staten en China elkaar over en weer met importheffingen bestoken. Die maatregelen werden begin juli van kracht met de invoering van Amerikaanse heffingen op 34 miljard dollar aan Chinese producten, waarop de Volksrepubliek met gelijke munt terugsloeg.

De Amerikaanse president Donald Trump wil met de invoertarieven onder meer afdwingen dat China zijn handelsoverschot met de VS terugdringt. Dat lijkt nog niet te gebeuren, want het Chinese handelsoverschot met de Amerikanen bedroeg vorige maand 28 miljard dollar. In juni bereikte dat overschot een recordhoogte van bijna 29 miljard dollar.
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War on Smog- Xingtai city to reduce steel output from August 15

Reuters reported that according to a statement from the Xingtai environmental bureau, China's city of Xingtai in Hebei province, the biggest steelmaking province in the nation, said it will carry out a serious of industrial production curbs from August 15 in order to reduce harmful emissions in the city. Xingtai Iron & Steel Corp, a foreign-capital controlled mill with 3 million tonnes annual capacity, was ordered to keep only one blast furnace with 1 million tonnes of capacity operating and one sintering furnace running during the production restriction period. Xingtai Delong Iron & Steel, with ironmaking and steelmaking capacity of 3 million tonnes each, will need to cut 30 percent of its blast furnace capacity

Two coke plants in the city have also been ordered to shut some of their equipment, while coal-fired power plants need to cut output capacity by 20 percent to 50 percent

Xintai did not give a date for the production curbs to be lifted, and added the measures will be in addition to anti-pollution approaches during winter season.

Source : Reuters
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Trump Trade War - USTR unveils new tariffs on USD 16 billion worth of Chinese imports

The Office of the United States Trade Representative (USTR) has released a list of approximately $16 billion worth of imports from China that will be subject to a 25 percent additional tariff as part of the U.S. response to China’s unfair trade practices related to the forced transfer of American technology and intellectual property. This second tranche of additional tariffs under Section 301 follows the first tranche of tariffs on approximately USD 34 billion of imports from China, which went into effect on July 6. The list contains 279 of the original 284 tariff lines that were on a proposed list announced on June 15. Changes to the proposed list were made after USTR and the interagency Section 301 Committee sought and received written comments and testimony during a two-day public hearing last month. Customs and Border Protection will begin to collect the additional duties on the Chinese imports on August 23.

In March 2018, USTR released the findings of its exhaustive Section 301 investigation that found China’s acts, policies and practices related to technology transfer, intellectual property and innovation are unreasonable and discriminatory and burden U.S. commerce.

Specifically, the Section 301 investigation revealed:
China uses joint venture requirements, foreign investment restrictions, and administrative review and licensing processes to require or pressure technology transfer from US companies.
China deprives US companies of the ability to set market-based terms in licensing and other technology-related negotiations.
China directs and unfairly facilitates the systematic investment in, and acquisition of, US companies and assets to generate large-scale technology transfer.
China conducts and supports cyber intrusions into US commercial computer networks to gain unauthorized access to commercially valuable business information.

A formal notice of the USD 16 billion tariff action will be published shortly in the Federal Register. As in the case of the first tranche of additional tariffs, the notice will announce a process by which interested persons may request the exclusion of particular products covered by a tariff line subject to the additional duties.

Source : Strategic Research Institute
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Chinese Shandong province cuts steel and coal capacity in environment plan

Reuters reported that China’s eastern Shandong province has unveiled new targets to cut steel and coal production capacity, eliminate outdated aluminum smelters and change to cleaner energy as part of a broader nationwide anti-pollution push. In a three-year action plan released on 3 August, Shandong’s Environmental Protection Bureau said it would cut pig iron production capacity by 600,000 tonnes and crude steel by 3.55 million tonnes by the end of this year.

It said that coal production capacity would be cut from 156 million tonnes to 140 million tonnes by 2020. The bureau said more than 70% of heating provided in the winter months to rural areas would be derived from clean energy sources by 2020.

As part of efforts to transition away from coal in energy production, the bureau said it would increase imports of natural gas from other provinces and liquefied natural gas, boosting the provision of natural gas to 15.8 billion cubic meters by 2020. It said it would target the proportion of LNG consumption to reach around 8 percent by 2020.

Transportation of coal from the provincial ports of Qingdao, Yantai and Rizhao would be switched to rail or waterways by the end of this year, while iron ore, coke and other heavy commodities would be mainly transported via rail before the summer of 2020.

The bureau said it would accelerate plans for major aluminum smelters including Shandong Weiqiao, a unit of China Hongqiao Group, the world’s top producer of the metal, and Xinfa Group to complete the construction of its exclusive use railway lines for their freight.

Source : Reuters
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Cambodian biggest port sees China coveting Japanese dominant role

Nikkei reported that once a tranquil seaside enclave in southwestern Cambodia, Sihanoukville, or Kompong Som, has turned into a paradise for Chinese investors in recent years. Casinos, hotels, restaurants, massage parlors and supermarkets are festooned in signs in Chinese. More buildings are under construction, fueled by an incessant inflow of Chinese money and people.

Although the city, 220 km southwest of the capital Phnom Penh and named after the country’s late king, is becoming a Chinese outpost, the key feature that makes Sihanoukville shine — the only deep-water seaport in the country — remains out of Beijing’s reach.

The state-owned operator Sihanoukville Autonomous Port, or PAS in its French acronym, has been largely financed by the Japanese government for almost two decades. The port handles over 70% of Cambodia’s surface cargo, expanding hand-in-hand with the rapid growth of the Cambodian economy, while being the largest listed company on the local stock exchange. The port also symbolizes the rivalry between China and Japan in the country. Beijing is being frustrated by Tokyo’s renewed resolve to further tighten its ties with the port.

On June 25, the port opened its latest extension with the help of Japanese funds. A new multipurpose terminal has a pier with a depth of 13.5 meters, allowing larger cargo ships and bulk carriers to anchor. Another quay is reserved for the country’s first oil and gas exploration logistics base. An offshore oil and gas field, discovered in the Gulf of Thailand, is now being developed by KrisEnergy, a Singapore-listed unit of Keppel Corp., and is expected to begin operations by 2019.

Source : Nikkei
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Honda to recall 96,900 SUVs in China

Reuters quoted Honda Motor Co as saying that it will recall 96,900 Avancier sport utility vehicles in China, due to a cold-climate engine problem that has already led to hundreds of thousands of its vehicles being recalled earlier this year. The midsize Avancier is produced and sold in the world's biggest auto market by one of Honda's two local joint ventures. Honda said it was looking at two other models in China to see if they were facing the same problem.

The recall is linked to a problem caused by an unusual amount of un-combusted petrol collecting in the engine's lubricant oil pan. The issue in some cases caused a strong odour of gasoline inside the car and in other cases the car's check-engine light came on, Honda has said.

This does not affect the engine's performance and there have been no reports of accidents because of this particular issue, the automaker added.

Earlier this year, the cold-climate engine issue prompted the Tokyo-headquartered automaker to recall 130,000 of its popular CR-V SUV models and 294,500 Civic cars in China.

The company is currently studying to see if the same issue is affecting the Honda Jade car and the UR-V crossover SUV, Honda spokesman Mr Zhu Linjie said.

Mr Zhu told Reuters that “If it is so determined that these models are also being affected by the same engine issue, Honda will announce measures to deal with it.”

The quality issue has led to a slump in Honda’s business in the country. Its sales fell for a sixth straight month in July, down 7.8 % from a year earlier to 105,960 vehicles.

During the first seven months of 2018, Honda’s sales volume in China fell 6.6 % from a year ago to 715,060 vehicles.

Source : Reuters
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Daimler planning electric car JV with Beijing Electric Vehicle in China - Report

Bloomberg reported that Daimler is planning to manufacture battery-powered Smart cars in China with a local partner, according to people with direct knowledge of the matter, in a push to boost sales of the tiny-car brand in cities around the world where parking and emissions are becoming a challenge. The German luxury-car maker is in talks to set up a new joint venture with Beijing Electric Vehicle, a unit of its long-time Chinese partner Beijing Automotive Group, to make Smart EVs, said the people, who asked not to be identified because the deliberations are private. Daimler has been making Mercedes-Benz cars for the mainland with the state-owned group since 2005.

The Stuttgart-based company, which in May announced changes to the top management at the Smart division in a strategy shift toward electrification, is targeting the world’s largest EV market for sales of the small two-seater. Smart, which has racked up losses since its launch in 1998, is seeking to tap young, urban consumers in China who would potentially buy it for parking convenience.

While Daimler has been importing Smart cars into China, it hasn’t detailed sales of the brand in the mainland. Deliveries of the brand globally slumped almost 7 % last year to 135,025 vehicles, according to the company. Smart’s main contribution to Daimler has been to help offset the emissions of high-margin gas guzzlers like the Mercedes S-Class sedan and AMG GT sports car. Plans are afoot to abandon combustion engines for electric models starting in 2020.

In its fight to cap carbon emissions and improve urban air quality, China has emerged as the world’s No. 1 market for EVs and is determined to lead the trend in electrification. The Asian country has set up a target to increase sales of new-energy vehicles 10-fold to 7 million units annually by 2025, including plug-in hybrids, pure-electric and fuel-cell vehicles.

Besides the BAIC Group, Daimler has also teamed up with Warren Buffett-backed BYD Co. in China to make pure electric cars under the nameplate Denza. Daimler said in March that it will continue to invest in Denza product development.

Source : Bloomberg
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Chinese inflatie weer toegenomen

(ABM FN) De Chinese consumentenprijzen zijn in juli op jaarbasis opnieuw in een iets hoger tempo gestegen dan een maand eerder. Dit bleek donderdag uit cijfers van het Chinese bureau voor de statistiek.

De consumentenprijzen stegen afgelopen maand met 2,1 procent op jaarbasis, na een toename van 1,9 procent in juni en 1,8 procent in zowel april als mei.

Op maandbasis stegen de consumentenprijzen in juli met 0,3 procent. In juni daalde het prijspeil nog met 0,1 procent op maandbasis.

Door: ABM Financial News.
pers@abmfn.be
Redactie: +32(0)78 486 481

© Copyright ABM Financial News B.V. All rights reserved.
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