We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Thursday, 12 September 13
CAPESIZE MARKET WILL BECOME EVEN TIGHTER - JEFFREY LANDSBERG
 COALspot.com : While it is no secret that current capesize availability has become tight and has caused capesize rates to surge, availability is set to become even tighter in the near future once Drummond coal cargoes return to the market (when the strike is resolved) and also due to the very large amount of Brazilian iron ore cargoes that have continued to surface. So far this week, 10 capesize vessels have been chartered to haul Brazilian iron ore cargoes. This is a very large amount, and already exceeds the robust 9 capesize vessels that were chartered to haul Brazilian iron ore cargoes during all of last week.
The last time that 10 or more capesize vessels were chartered to haul iron ore cargoes in a single week was the Week Ending November 16, 2012. Chinese demand for imported iron ore is currently very strong, which is helping capesize rates to surge. However, the capesize market will again benefit from the current level of activity as spot capesize availability will find itself even tighter in the near future. It is extremely encouraging for the capesize market that so many capesize vessels have recently been chartered for long-haul Brazil to China iron ore exports. In addition, Atlantic basin spot capesize availability will become even more tight whenever the Drummond coal strike officially comes to an end.
For the capesize market, near term prospects remain encouraging. There will be fluctuations whenever there are brief dips in Chinese demand, but overall we believe in the weeks and months to come there will be days when average daily capesize rates easily increase by over $3,000 in a single day. That’s the beauty of dry bulk shipping. Demand for vessels is quite inelastic and not very responsive to changes in prices. When a charterer needs a vessel, he (she) needs a vessel. And when spot vessel availability is tight, an environment is created where freight rates are prone to large increases. With some many capesize vessels recently being chartered to haul long-haul Brazilian iron ore cargoes -- and with an increase in Drummond coal cargoes being poised to re-emerge in the market at some point like in the near future -- the already tight capesize market will become even tighter.
By: Jeffrey Landsberg | Managing Director, Commodore Research & Consultancy
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.
|
|
Tuesday, 10 September 13
COAL EXPORTS AT AUSTRALIA'S NEWCASTLE PORT SLIP 30.31% ON WEEK TO 2.36 MMT
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port down 30.31 per cent week on week to 2.36 million mt f ...
Tuesday, 10 September 13
WORLDWIDE COAL CONSUMPTION RISES SHARPLY - RA DR. ERICH SCHMITZ
By: RA Dr. Erich Schmitz, Verein der Kohlenimporteure (Germany Coal Importers Association)
World hard coal market in the first half of 2013: worl ...
Monday, 09 September 13
REBOUND IN NEWBUILDING ORDERS HASN'T HURT DRY BULK MARKET PROSPECTS, BUT SHIP OWNERS SHOULD STILL BE CAUTIOUS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Since the start of 2013 and up until the end of August, one thing has really caught the headlines in the dry bulk market, except of course, the frei ...
Sunday, 08 September 13
Q3 2014 THERMAL COAL SWAPS : STEADY DIRECTION
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q4 2013 delivery up 1.88 percent month on month. The swap was moved ...
Sunday, 08 September 13
BALTIC INDEX UP ON HIGHER CAPESIZE, PANAMAX RATES
COALspot.com : The freight market continued saw one of the biggest rally last week with Cape Size taking the lead followed by Panamax.
The BDI wa ...
|
|
|
Showing 4131 to 4135 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GMR Energy Limited - India
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- ICICI Bank Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
|
| |
| |
|
