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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 $140 per tonne, considerably higher, then many predicted it would be six months ago.
Source: FEARNLEYS AS
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Thursday, 31 July 14
RIO TINTO SELLS MOZAMBIQUE COAL ASSETS FOR US$ 50 MILLION TO INDIA'S ICVL
COALspot.com: Rio Tinto has agreed to sell its Mozambique coal assets for just US$ 50 million to International coal ventures Private limited of Ind ...
Wednesday, 30 July 14
CAPES SEEMED TO BE STRANDED AT THE SAME LEVELS; PANAMAXES MANAGED TO SLIGHTLY REVIVE - INTERMODAL
COALspot.com: The Dry Bulk market took a breath this past week, as both Panamaxes and Supras started to see a small influx of activity, which was j ...
Tuesday, 29 July 14
TOTAL SELLS ITS SOUTH AFRICAN COAL MINING ASSETS TO EXXARO
Total has signed an agreement with Exxaro Resources Ltd for the sale of its 100% stake in Total Coal South Africa (TCSA), its coal-producing affili ...
Tuesday, 29 July 14
GENCO: DRY BULK SHIPPING VALUATIONS NO LONGER ANCHORED TO DISCOUNTED CASH FLOW METHOD - WEIL
KNOWLEDGE TO ELEVATE
Discounted cash flow analysis is a mainstay among the valuation methodologies used by restructuring professionals and bank ...
Tuesday, 29 July 14
SHIP OWNERS' DEMAND OF NEW VESSELS DENTED AS A RESULT OF LOWER FREIGHT RATES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The sharp downward direction of dry bulk freight rates has had a negative impact on investors’ secondhand buying appetite that wait to see th ...
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- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- The State Trading Corporation of India Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Parliament of New Zealand
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Wilmar Investment Holdings
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Global Green Power PLC Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Mintek Dendrill Indonesia
- White Energy Company Limited
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
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