Brighton Mapiku

CAMAL已被证明是水泥采购行业有效的合作伙伴。他们拥有很多供应商,我们期待继续合作

Rishapkumar Patel

CAMAL帮助我们找到制造企业,减少了我们对贸易公司的依赖。CAMAL帮助我们直接在生厂商内确定建设投入

Barbaros Eryoldas

CAMAL协助我们找到在中国的铬买家,他们的需求很高,我们的供应量都无法满足其需求了。为了尽职调查,CAMAL甚至考察了我们土耳其的矿山和港口

乔治·穆雷西

CAMAL不断为我们寻找可靠的锰矿买家,出口价格和付款方式都很合理

朱利安·庞斯


从一开始CAMAL就积极帮助我们理解在中国做承包商的情况。他们帮助我们识别、分析和评估中国EPCs,后来他们陪同我们到非洲和中国现场访问,帮助我们选择最终的中国EPC合作伙伴

KNCCI Marsabit County gets investors from China courtesy of CAMAL

CAMAL recently organised a trip to China for KNCCI Marsabit Chamber where the delegates had special interests in getting investors and also meeting suppliers. The 5 days trip was aimed at value addition to the Chamber and the office in China delivered beyond expectation.

CAMAL facilitated- KNCCI Marsabit and Guangdong Chamber of Commerce, B2B meeting with Chinese investors. The firm witnessed Signing of an MOU, exploring business cooperation and investment areas in Marsabit County. The talks held were aimed at identifying potential business opportunities from Marsabit

KNCCI Marsabit signing MOU with Chinese investors courtesy of CAMAL

 

The Chamber also had some interest in meeting construction material suppliers in China. CAMAL took the delegates to a company where they showed special interest in procurement of construction materials such as tiles, prefabs materials etc.

 

KNCCI Marsabit meeting with Chinese construction, energy and building materials companies.CAMAL also took KNCCI Marsabit to visit Solar panel factory. The Chamber had requested CAMAL to facilitate this meeting as they had a project which involved solar energy and they wanted to know where they can get them from. The meeting was successful with the supplier promising to work with CAMAL to deliver high quality products to the Marsabit County as soon as the order is placed.

KNCCI Marsabit Visit to Solar Panel factory in China courtesy of CAMAL

CAMAL will continue to organise such trips for the client to understand better opportunities and how CAMAL can assist them to procure from China after or during the trip. CAMAL’s value addition include;

  1. Identification of reliable suppliers for our clients;
  2. Carrying out factory due diligence  on behalf of the Client;
  3. Engaging with the potential investors;
  4. Advising the Client on how to procure Products from China;
  5. Facilitating preliminary discussions by having an interpreter who understands Chinese and English well to get rid of language barrier.

肯尼亚矿业概述及锰矿机遇

肯尼亚矿业概述及锰矿机遇

肯尼亚宏观情况

  1. 肯尼亚是东非最发达的经济体
  2. 肯尼亚也是连接非洲其他地区的枢纽
  3. 肯尼亚2030年远景是政府指导肯尼亚进入中等收入国家
  4. 经济支柱包括6个优先领域,采矿为其中之一

肯尼亚矿业宏观情况

  1. 肯尼亚目前仅在该国东南部和西南部的8个主要地点开采资源
  2. Base Titanium 是肯尼亚最大的采矿业务 > 1亿吨钛资源,投资3.5 亿美元,每年出口量16万吨
  3. 在过去几年中,肯尼亚已采取行动,正式确定并提高采矿业的 有效性
  4. 与总体趋势相反,肯尼亚的勘探一直在增加,但与同行相比较 小

肯尼亚锰矿商机

  1. 肯尼亚的锰矿是一个好的商机
  2. 矿区都是露天开采的
  3. 矿山有勘探权,开采权,出口权
  4. 因为矿有高量的硅,为了保护稳定品位,出口之前需要洗
  5. 目前矿山设备还比较落后
  6. 矿山需要采购更先进的设备
  7. 虽然设备较落后,但矿山仍在出口中国和印度。目前每月能达 到3000吨左右
  8. 由于缺乏设备,装载目前是手动的,但为当地人提供了就业机 会
  9. 出口锰矿前,员工会分拣出不同的品位矿
  10. 在中国、货一般到天津港,然后贸易公司卖给内蒙和宁夏企业 主要针对硅锰工厂
  11. CIQ 结果一般是29-33% mn
  12. 社会责任 – 公司已经在给当地人提供更多的销售量及更多的机会
  13. 我们已经确认了有市场,我们需要三个方面合作伙伴:勘探, 开采设备,选矿设备
  14. 上周在中非论坛国家主席强调了- 中非将重点实施“八大行动”- 肯尼亚锰矿是一个很好机会落实4个行动

全报告可以在这里查看 – CAMAL – 肯尼亚矿业和锰矿演讲 – 铁合金会议 -2018

 

China’s Environmental Regulations are Crippling its Steel Sector and Severely Wounding Manufacturing

I have just returned from a sourcing trip in Tangshan and I was marked by the blue sky and white clouds. In all my years in China, I have never seen Tangshan like this, let alone during winter. I have witnessed the same scene in the last week in Dingzhou, Anping, Shijiazhuang and other steel producing cities of China.

Downtown Tangshan (One of the key steel producing cities of China) – Nov 22, 2017

Clean Air at a Cost

New regulations in China have mandated anti-pollution measures / equipment / quotas / shutdowns etc. which have all led to increased costs amongst restricted supply. In Tangshan for instance, coal power is no longer permitted as a source of power for producing steel. The alternative, natural gas, is a cleaner energy source, but one that has lead to an increase of USD 10-15 per ton of steel.

With coal no longer a permissible source of (cheap) power, most coal processing machines lay ideal in most steel mills

Although most people appreciate the breathable air, there are hundreds of mills and processing plants that have been shutdown leading to lost income, unemployment and rising prices. Where shutdowns have not been mandated, increased costs have rendered many firms noncompetitive (locally and internationally) leading to bankruptcies and closures.

With the new regulations, electric furnaces have been targeted due to their typically high pollution and often smaller size in comparison to blast furnaces. The result has been extremely tight supply of steel especially billets that are necessary for downstream production, and which once constituted a major portion of China’s steel exports.

Not everyone is Upset with New Regulations

The biggest beneficiaries of the strict regulations have been blast furnace suppliers of steel billets. They have seen profits sour with figures of over USD 150 per ton. With some factories producing thousands of tons per week, business has been booming as artificially high profit margins continue.

On the other hand, downstream industries have been forced to buy raw materials at these elevated prices and ultimately the costs are being passed on to consumers. With fewer producers, elimination of the (Cheaper) electric furnace producers and new quotas, billet manufacturers have ripped immense profits during this period.

End of Cheap China?

Those who have paid close attention to the steel industry can only reminisce when steel prices were sub USD 150 compared to USD 600 per ton today. It is highly unlikely that the price will ever return to these figures.

Excessive steel billet (such as above) prices have caused a knock-on effect on downstream industries and manufacturing

Given that profits of the billets are abnormally high, it is possible that new regulations targeting certain enterprises will tame these margins therefore resulting in knock on effect for downstream industries, but its clear China has turned a chapter of cheap steel at all costs.

‘New Normal’ and the Changing China Opportunity

So what does all this mean for international firms looking to China for procurement or investment? Next week, I shall examine implications of this new normal.

 (Walter Ruigu is managing director of CAMAL Group, a trade and investment advisory firm based in Beijing, Nairobi and Lusaka and can be reached at wruigu@camaltd.com)

凯迈尔进入埃塞俄比亚市场

中国贸易周副总肖总,凯迈尔常务董事长和销售经理。 凯迈尔认为埃塞俄比亚是一个主要的区域市场

凯迈尔常务董事长Walter Ruigu接受当地媒体采访讨论中国埃塞商机

 

凯迈尔在埃塞俄比亚发现了很多新机会,特别是跟有政府支持工业的企业。

如有任何查询,请发邮件至info@camaltd.com

 

 

 

凯迈尔集团参加了在肯尼亚中国贸易周

凯迈尔团队参加了2017年在肯尼亚中国贸易周年。

CAMAL Booth

很多在寻找中国合作伙伴和中国采购方面肯尼亚公司参加了活动

凯迈尔董事介绍了中国的宏观经济和不断变化的采购趋势,特别是对非洲国家的影响

凯迈尔在活动现场找到了新的采购和咨询客户,我们计划每年参加这个活动

有什么问题请联系我们:info@camaltd.com