We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Saturday, 02 November 13
DRY BULK SHIPPERS AREN'T CELEBRATING, BUT THEIR SILENCE IS GOLDEN - MARKET REALIST
 In October, performance for major dry bulk shipping companies was mixed. Companies like DryShips Inc. (DRYS) had pulled back more than Diana Shipping Inc. (DSX), while a few like Safe Bulkers Inc. (SB) and Navios Maritime Holdings Inc. (NM) were able to hold onto gains in August and September.
Recap of this week’s key indicators
Despite recent sell-offs, the medium-to-long-term outlook of the dry bulk shipping industry hasn’t changed. Rising ship orders continue to reflect managers’ optimism, and the construction level is slowing down, which means future capacity growth will be lower. Higher scrapping activity likely reflects short-term weakness. But if the long-term trend holds, we should see scrapping activity come down soon.
While early shipments of iron ore led to an earlier peak in shipping rates, and shipping rates (Capesize in particular) have fallen in October, the dry bulk trade should continue to grow into 2014. Falling iron ore prices will reflect new iron ore production rather than weaker demand, which will support iron ore trade.
Despite higher iron ore inventory in China, it remains significantly below the long-term trend line, suggesting room for further purchases of iron ore over the medium to long term. In the short term, we can face headwinds because the interest rate in China has risen and credit is tighter than before. Because holding iron ore at ports costs money, tighter credit and higher interest rate is a short-term headwind. It’s important to be cautious, but it’s also key not to get scared. With steel price in China near the long-term support, the government would likely step in to support the economy if it faltered.
Silence is golden
As dry bulk shipping rates have fallen, so has the mention of dry bulk shippers in the news. But silence is golden. It’s times like this, when nobody is saying anything, that investors are slowly building positions and advancing like silent troops in the night. As long as these trends remain positive, we should see dry bulk shipping companies deliver positive returns over the next few months and quarters.
For those who missed last week’s series that contained several indicators about China’s economic activity, see Weekly trends that affect dry bulk shipping companies’ future.
economic activity, see Weekly trends that affect dry bulk shipping companies’ future.
Source: Market Realist / Hellenic shipping news
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 04 November 13
API 8 CFR S.CHINA COAL SWAP FOR Q3' 2014 DELIVERY CLOSED 3.65% HIGHER COMPARED TO Q1' 2014 PRICE
COALspot.com : API 8 CFR South China Coal swaps for average Q4 2013 delivery fell 0.24 percept W-W on Friday 1 November 2013. The CFR South China Co ...
Sunday, 03 November 13
H2' 2014 INDONESIAN COAL PRICE ( SWAPS) SHOWS POSITIVE TREND
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q1’2014 delivery gained 0.24 percept week on week on Friday 1 ...
Sunday, 03 November 13
THE CAPE SIZE INDEX FELL 13.61 PCT W-W
COALspot.com: The freight market continued to soften on the cape and panamax sectors , however the supramax and handy size remained fairly firm.
...
Friday, 01 November 13
US'S COAL PRODUCTION UP 0.9 PERCENT W-W
COALspot.com – United States the world’s second largest coal producer, produced approximately 19.3 million short tons (mmst) of coal in ...
Friday, 01 November 13
DRY BULK MARKET IN FIRST POSITIVE SIGN IN DAYS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Owners of dry bulk carriers are well aware of the rollercoaster ride that has been the market for their vessels over the past few years. This trend ...
|
|
|
Showing 4031 to 4035 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Mercator Lines Limited - India
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Sindya Power Generating Company Private Ltd
- The University of Queensland
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Anglo American - United Kingdom
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- VISA Power Limited - India
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement - Thailand
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
|
| |
| |
|
