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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 $140 per tonne, considerably higher, then many predicted it would be six months ago.
Source: FEARNLEYS AS
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Monday, 07 April 14
WEEKLY SUB-BIT FOB INDONESIA COAL SWAP CLAIMS EDGE FALL; TREND NEGATIVE
COALspot.com: Indonesian coal swaps for average Q4’ 2014 lost on month, day and on week according to AsiaClear OTC coal swap's reports ...
Monday, 07 April 14
API 8 CFR SOUTH CHINA COAL SWAPS GAINED 2.09% M-O-M
COALspot.com: API 8 CFR South China Coal swaps for average Q2 14 deliveries gained 2.09 percent month on month and closed at US$ 75.68 per ...
Sunday, 06 April 14
THE FREIGHT MARKET KEEPS SLIDING
COALspot.com: The freight market continued to drop this week. The BDI (Baltic Dry Index) is a widely followed metric that reflects the overall r ...
Friday, 04 April 14
UNITED STATES COAL OUTPUT UP 5.4% IN PAST WEEK
COALspot.com – United States the world's second largest coal producer, produced approximately 19.9 million short tons (mmst) of coal i ...
Thursday, 03 April 14
PANAMAX SECTOR IS WATCHING A SEVERE DROP IN RATES - FEARNLEYS
Handy
A further weaker sentiment for the Supras as well in both hemispheres this week with oversupply of tonnage being the major headline. Tra ...
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- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Australian Coal Association
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- Independent Power Producers Association of India
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Marubeni Corporation - India
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
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