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Thursday, 15 August 13
CAPESIZE : TRENDS SOMETIMES SHIFT WITH NO PRIOR WARNING - FEARNRESEARCH
 Handy
The influence of the summer holidays across Europe was felt in the Atlantic basin this week. Very little activity and a growing list of available tonnage causing rates to slip. A positive note is the Black Sea market where grain season has kicked in and we´ve seen rates add around USD 2-300 daily throughout the week. The activity in to USG with steels has also seen some increased sentiment, but this is yet to be seen rate wise. The Pacific continues to slide south with ships outnumbering the cargoes and little improvement is expected short term.
Panamax
A fair amount of fresh Atlantic requirements did not prevent a falling trend in the basin, being outnumbered by open positions. Owners have fixed 2 laden legs at around mid 9.000, but voyage rates or single T/C rounds are rated considerably less apart from short runs on the Continent. Fronthaul also in a decline with less grain volumes from ECSA and despite major miners being active with mineral requirements to the Far East. Grains activity from USG is on the rise with levels equal to 44-45 pmt, 14.500 + 450K bss APS, or 7.500 from the Pacific for full rounds. The Eastern hemisphere has found a floor and shown signs of both improved levels and activity with NOPAC buiz in the 6.000 range and SE Asia rounds in the low 7´s to 8.000 + for trips to India. The forward curve seems to be affected by the recent strong sentiment in the Cape sector, leading to some period activity short up to one year at levels from 8.500 to low 9´s.
Capesize
Trends sometimes shift with no prior warning, and this week has seen sentiment much improved across the board. The combination of healthy volume out of West Australia and a typhoon causing port delays in South China has seen the C5 index push up nearly $1 w-o-w to its current level of USD 9.30 pmt. The strong demand has similarly seen near dated paper contracts push upward, with Q4 contracts valued at $18,900 at the time of writing, up a healthy $2500 w-o-w. Similarly in the Atlantic, despite the strike at Drummond, tonnage appears tighter and the TA RV index pushed up $3.5k on Wednesday alone. On the period side, reports of 16.5k and upward for 5-8 months are clearly indicative of the improved outlook for the rest of 2013. Chinese steel production figures have surprised many analysts and the price of iron ore 62% CFR Tianjin is now marked above $140 per tonne, considerably higher, then many predicted it would be six months ago.
Source: FEARNLEYS AS
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Wednesday, 08 October 14
OIL COULD FALL TO USD80 BEFORE SHALE SUPPLY RESPONSE - FITCH
COALspot.com: Brent oil could fall as low as USD80 a barrel before triggering a self-correcting supply response with shale-oil drillers cutting inv ...
Wednesday, 08 October 14
IS THERE ANY BRIGHT SIDE ON THE DRY BULK SEGMENT? - YANNIS OLZIERSKY
In the movie “Life Of Brian”, a character on a nearby cross was singing the famous “Always look on the bright side of life” ...
Tuesday, 07 October 14
TAIPOWER TO IMPORT 525K MT OF LOW ASH AND EXTRA LOW SULFUR SUB-BITUMINOUS COAL
COALspot.com: Taiwan Power Company intends to procure 525,000 metric tons of low ash and extra low sulfur sub-bituminous coal for Taipower thermal ...
Tuesday, 07 October 14
SUB-BIT FOB INDONESIA COAL SWAP SHOWS A FLAT TO WEAK TREND THIS PAST WEEK
COALspot.com: Indonesian coal swaps November 2014 delivery flat week on week and gained US$ 0.10 (-0.20%) per mt day on day. The swap also lost US$ ...
Tuesday, 07 October 14
THE RIO TINTO CONFIRMS THAT NO DISCUSSIONS ARE TAKING PLACE WITH GLENCORE
COALspot.com: The board of Rio Tinto notes the recent press speculation regarding a possible combination of Rio Tinto and Glencore.The Rio Tinto bo ...
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- IEA Clean Coal Centre - UK
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Economic Council, Georgia
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Lanco Infratech Ltd - India
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Australian Coal Association
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Commonwealth Bank - Australia
- The University of Queensland
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- TNB Fuel Sdn Bhd - Malaysia
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- PTC India Limited - India
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Central Java Power - Indonesia
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Planning Commission, India
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
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