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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 $140 per tonne, considerably higher, then many predicted it would be six months ago.
Source: FEARNLEYS AS
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Wednesday, 17 September 14
SHIPPING MARKET INSIGHT - GEORGE LAZARIDIS
Since the onslaught of 2013 the rising tide of asset prices had been primarily driven by the increasing freight market conditions and the improving ...
Tuesday, 16 September 14
INDONESIAN GOVERNMENT DECLARED HBA SUFFERED ANOTHER SETBACK IN SEPTEMBER
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in September. HBA for ...
Tuesday, 16 September 14
INDONESIAN COAL OUTPUT WON'T EXCEED 421M TONS: GOVT - JP
The government is optimistic that it will meet its coal production target for this year, which caps nationwide production at a flat number compared ...
Monday, 15 September 14
CHINA'S COAL PROPOSALS LEAVE SOME HOPE FOR EXPORTERS - DAILY NEWS
When the best thing you can say about new policies is that they aren’t as bad as they could have been, then you know your industry is in deep ...
Monday, 15 September 14
SUB-BIT FOB INDONESIA COAL SWAP, JANUARY 2015 DELIVERY GAINED DAY ON DAY AND WEEK ON WEEK
COALspot.com: Indonesian coal swaps for average October 2014 increased US$ 0.40 (+0.78%) day on day and US$ 0.55 (+1.08%) per mt week on week. The ...
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- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Eastern Coal Council - USA
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Asmin Koalindo Tuhup - Indonesia
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Australian Coal Association
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Indian Oil Corporation Limited
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- The University of Queensland
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
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