We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Monday, 16 September 13
WHAT RECOVERY MEANS FOR THE CAPESIZE MARKET - COMMODORE RESEARCH
COALspot.com: The simple fact that capesize rates have been able to increase above the $9,000/mark and become much more responsive to changes in cargo volume is a very clear sign that the capesize market is in recovery.
Capesize rates will continue to wax and wane, though, and "recovery" does not mean rates will now simply go up. But it does mean that rates now are able to rise on the strength of robust cargoes, which is very significant as during the first three quarters of last year this was certainly not the case.
During most of the first three quarters of 2012, capesize rates were unable to escape the $3,000 and $9,000 cycle, with fluctuations largely driven by owners idling available Capes when rates approached roughly the $3,000/day level and returning vessels when rates approached approximately $9,000/day.
During this time, Cape rates were not as much fluctuating due to changes in cargo volume. as they were due to owners changing the spot availability of capesize vessels. Today, the capsize market is surely in recovery and rates are now sensitive to changes in cargo volume again.
This is why rates have surged recently during the current period of Chinese iron ore re-stocking. Capesize fleet growth has remained low for many months and has ushered in a period of recovery for the capesize market. Capesize rates being able to surge on robust iron ore cargoes is recovery.
This has only been able to occur due to many months of capesize fleet growth staying low.
By: Jeffrey Landsberg | 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.
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.
|
|
Sunday, 18 August 13
INDO - INDIA FREIGHT EXPECTED TO BE FIRM NEXT WEEK - VISTAAR
COALspot.com - The freight market was up this week with the BDI gaining more than 10 pct due to strong Cape Sector.
The BDI was closed at 1,102 p ...
Friday, 16 August 13
US COAL PRODUCTION SLIGHTLY UP ON WEEK
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.10 million short tons (mmst) of ...
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 avail ...
Wednesday, 14 August 13
ANOTHER WEEK IN THE RED FOR DRY BULK CARRIERS - INTERMODAL
Chartering (Wet: Stable- / Dry: Stable- )
Another week in the red for Dry Bulk carriers with the market losing further steam as fewer an ...
Tuesday, 13 August 13
AUSTRALIA NEWCASTLE COAL EXPORTS JUMP 30.61 PERCENT ON WEEK
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port up 30.61 per cent week on week to 2.95 million mt for ...
|
|
|
Showing 4161 to 4165 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Bhatia International Limited - India
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Australian Coal Association
- Cement Manufacturers Association - India
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
|
| |
| |
|