We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Tuesday, 20 August 13
CAPESIZE RATES MORE SENSITIVE TO DEMAND - COMMODORE RESEARCH & CONSULTANCY
 COALspot.com : Approximately 71.50 million tons of iron ore is now stockpiled at Chinese ports, 900,000 tons (-1%) less than a week ago, Commodore Research & Consultancy said in its latest report.
Chinese iron ore port stockpiles have now fallen to their lowest level since May and are 26.6 million tons (-27%) lower than where they stood a year ago. The historically low level of iron ore stockpiled at Chinese ports is very encouraging, and has been a contributing factor behind the strength in demand for imported iron ore cargoes and recent surge in cape size freight rates, said Commodore Research & Consultancy.
Commodore Research & Consultancy further said in its research report, 23 cape size vessels were chartered to haul iron ore in the spot market last week (all of the vessels were chartered to deliver iron ore to Chinese buyers). The last seven weeks have seen an average of 22.5 cape size vessels chartered to haul iron ore, with each week seeing at least 20 cape size vessels chartered to haul iron ore. Prior to the last seven weeks, this year had seen an average of only 15.5 cape size vessels chartered to haul iron ore.
The consistently large amount of cape size vessels being chartered to haul iron ore cargoes (predominantly to Chinese buyers), combined with cape size fleet growth remaining relatively low, has caused spot cape size availability to become much tighter as we have predicted. This tightness helped cape size rates find significant support on Wednesday and Thursday. Going forward, we continue to believe that there will be brief periods where spot availability of cape size vessels will be very tight and will lead to short-term spikes in Cape rates that will exceed $1,000 per day. Much lower cape size fleet growth this year has now allowed the market to re-enter a phase where cape size rates are much more sensitive to changes in cargo volume and spot demand for available cape size vessels, Commodore Research & Consultancy said.
Commodore Research & Consultancy forecasts, rates, of course, will continue to decrease at times, but overall prospects for cape size rates are encouraging.
About Commodore Research & Consultancy
Commodore Research & Consultancy is an independent New York City-based consultancy that focuses on the global demand, supply, and seaborne trade of industrial and agricultural commodities, with a particular focus on China. Commodore Research & Consultancy's analysts handle a wide variety of consulting requests and custom reports. Commodore Research & Consultancy also offers two standard report subscriptions (Dry Bulk Report Subscription and China Report Subscription).
Views expressed herein are personal views of the author and not that of COALspot.com. We welcome article submissions from experts in the areas of coal, mining, shipping, etc. To submit your articles please click here
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
Monday, 23 October 23
CHINA SEPT COAL OUTPUT HITS SIX-MONTH HIGH ON RISING POWER DEMAND - REUTERS
China’s September coal output rose 0.4% from August to the highest level since March, official data showed on Wednesday, on rising power dema ...
Monday, 23 October 23
INDIA COAL INVENTORIES DROP AT FASTEST PACE IN TWO YEARS, BOOSTING IMPORTS - REUTERS
Coal inventories at Indian power plants in the first half of October fell at their fastest rate in two years, an analysis of government data showed ...
Tuesday, 19 September 23
LNG SHIPPING STOCKS: THE ASIAN GROWTH UP-INDICES
Last week, the UP World LNG Shipping Index (UPI) gained 3.81 points or 2.51%, closing at 155.85 points. This index tracks the performance of LNG sh ...
Sunday, 10 September 23
GOLDMAN SACHS PREDICTS OIL PRICE TO HIT $100 ON OPEC CUTS - YAHOO FINANCE
Oil supply cuts by Saudi Arabia and Russia could lead to Brent crude jumping as high as $107 a barrel in 2024, Goldman Sachs Commodities Research h ...
|
|
|
Showing 81 to 85 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- White Energy Company Limited
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- Heidelberg Cement - Germany
- LBH Netherlands Bv - Netherlands
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Deloitte Consulting - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- TeaM Sual Corporation - Philippines
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
|
| |
| |
|
