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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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Tuesday, 09 September 14
WEAK M&A DESPITE ABUNDANT DISTRESSED INDONESIA COAL ASSETS - FITCH RATINGS
COALspot.com: Fitch Ratings says that a meaningful level of merger and acquisition (M&A) activity leading to a consolidation of the coal sector ...
Tuesday, 09 September 14
PORT OF NEWCASTLE SHIPPED 13.207 MTN OF COAL IN AUGUST; TRADE VALUE AROUND $1.17 BILLION
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1.17 billio ...
Monday, 08 September 14
SUB-BIT FOB INDONESIA COAL SWAP UNDERPERFORMED LAST WEEK
COALspot.com: Indonesian coal swaps for average October 2014 decreased US$ 0.20 (-0.39%) day on day and US$ 1.60 (-3.04%) per mt week on week. The ...
Monday, 08 September 14
API 8 CFR SOUTH CHINA COAL SWAP FOR DELIVERY JAN'15 CLOSED AT US$ 66.30 PMT W/E 5 SEPTEMBER 2014; LOST 5.15% M-O-M
COALspot.com: API 8 CFR South China Coal swap for delivery in October 2014 decreased US$ 0.15 (-0.23%) day on day and US$ 2.05 (-3.04%) week on wee ...
Monday, 08 September 14
CHINESE IRON ORE IMPORT DEMAND VERY STRONG - COMMODORE
COALspot.com: 30 dry bulk vessels were chartered in the spot iron ore market last week to haul iron ore import cargoes to Chinese buyers.
Acco ...
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- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
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- Deloitte Consulting - India
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- Bangladesh Power Developement Board
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
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- Coastal Gujarat Power Limited - India
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- Anglo American - United Kingdom
- Energy Development Corp, Philippines
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- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
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- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
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- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Thai Mozambique Logistica
- India Bulls Power Limited - India
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- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
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- Indo Tambangraya Megah - Indonesia
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
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- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
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- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Star Paper Mills Limited - India
- CNBM International Corporation - China
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- Indian Oil Corporation Limited
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- Interocean Group of Companies - India
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- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- PTC India Limited - India
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- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
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