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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
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Friday, 06 September 13
DRY BULK MARKET REACHES NEW YEAR-HIGHS ON THE BACK OF INCREASED CAPESIZE DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market has been on the rise once again, but this time around any new increase of freight rates translates into new year-highs, thus bri ...
Friday, 06 September 13
US PRODUCED APPROXIMATELY 90.80 MMST OF COAL IN AUGUST
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.90 million short tons (mmst) of ...
Thursday, 05 September 13
INDONESIAN COAL EXPORTS UP BY 6.72 PERCENT IN JULY
COALspot.com: Indonesia, the world's largest multi grade coal exporter shipped 35.268* million tons of coal in July 2013. Indonesian coal exp ...
Thursday, 05 September 13
HANDY: NICKEL ORE WAS PUSHING THE FAR EAST MARKET - FEARNLEYS
Handy
Nickel Ore was pushing the Feast market, several ships were fixed from low teens to $14k. Indo/India was still supported by bauxite, while th ...
Thursday, 05 September 13
DRY BULK MARKET ON A HIGH ROLL, MAINLY THANKS TO CAPESIZE APPETITE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Capesize owners have been rejoycing on the back of renewed optimism for the further rise in the dry bulk market's freight rates, especially when on ...
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- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Aditya Birla Group - India
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Mercator Lines Limited - India
- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
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