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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
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Tuesday, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
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- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- White Energy Company Limited
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Australian Coal Association
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- IEA Clean Coal Centre - UK
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The University of Queensland
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
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