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Thursday, 27 March 14
PANAMAX : SEEMS TO HEAD FURTHER DOWN; CAPESIZE : ANOTHER CHOPPY AND UNPREDICTABLE WEEK - FEARNLEYS AS
 Handy
A weaker sentiment for the smaller size as well, with reduced activity in the Atlantic where Owners have to face significantly lower returns. Owners in the USG suffering the most, where fronthaul is down 20% w-o-w to around 20k/day and trip across at 15k. That is for those able to find it. Continent holding slightly better where 17k level achievable for trips to east Med. Despite some uncertainty in the Crimea, Med holding fairly well as does South Atlantic with above 14 + 400 done to the east. Overall a gradually negative trend is about to be established in the Far East with a growing list of open positions and reduced volumes of fresh requirements. Indonesian coal still moving in the 13-14k range, but more owners looking for coverage in short or medium period in the mid 14 area.
Panamax
Panamax market seems to head further down, lack of fresh requirements and China seems not to buy the expected grain from South America, due to price and/or quality matters. This trade normally absorb a significant amount of Panamax tonnage on fronthaul. The iron ore from Brazil also mainly covered on Capes. Atlantic is consequently flooded with prompt tonnage. Atlantic rounds are fixed in the 5-6k region depending duration some even less. Vessels ballasting from USG further south and fronthaul paying mid 15k plus a 550k bonus. Pacific upto now holding a more steady pace, covered in the 10-11k levels, but for how long. Period trading recently fixed in 14-14,5k for 1 year but seems to be under pressure as well, paper values not looking god for Q2. Short term we expect still oversupply of tonnage and lack of cargoes.
Capesize
The Cape market has experienced another choppy and unpredictable week. Although there has been less activity on the Tubarao/China route, rates have held steady between USD 26 and 27 PMT. T/A rates maintain their levels at about 25k/day. The West Australia market, whilst being extremely actively fixed, has been the volatile route. C5 has seen a high of USD 12 PMT, and a recent low of 10 PMT. This represents a loss of about 10k on the TCE for a BCI 180 dwt vessel. This fluctuation has driven (and been driven by) significant paper sell-offs. April and Q2 FFA contracts lost USD 3,740 and 3,000, respectively, on Tuesday. It is difficult to tell whether this represents bearish sentiment toward the front end, or simply profit taking from some of the bigger traders. At the time of writing, the FFA market has stabilized somewhat, and what happens next is difficult to predict.
Source: FEARNLEYS AS
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Monday, 07 April 14
WEEKLY SUB-BIT FOB INDONESIA COAL SWAP CLAIMS EDGE FALL; TREND NEGATIVE
COALspot.com: Indonesian coal swaps for average Q4’ 2014 lost on month, day and on week according to AsiaClear OTC coal swap's reports ...
Monday, 07 April 14
API 8 CFR SOUTH CHINA COAL SWAPS GAINED 2.09% M-O-M
COALspot.com: API 8 CFR South China Coal swaps for average Q2 14 deliveries gained 2.09 percent month on month and closed at US$ 75.68 per ...
Sunday, 06 April 14
THE FREIGHT MARKET KEEPS SLIDING
COALspot.com: The freight market continued to drop this week. The BDI (Baltic Dry Index) is a widely followed metric that reflects the overall r ...
Friday, 04 April 14
UNITED STATES COAL OUTPUT UP 5.4% IN PAST WEEK
COALspot.com – United States the world's second largest coal producer, produced approximately 19.9 million short tons (mmst) of coal i ...
Thursday, 03 April 14
PANAMAX SECTOR IS WATCHING A SEVERE DROP IN RATES - FEARNLEYS
Handy
A further weaker sentiment for the Supras as well in both hemispheres this week with oversupply of tonnage being the major headline. Tra ...
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- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SMG Consultants - Indonesia
- PTC India Limited - India
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Australian Coal Association
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Minerals Council of Australia
- ICICI Bank Limited - India
- Planning Commission, India
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercuria Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Madhucon Powers Ltd - India
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Mintek Dendrill Indonesia
- Malabar Cements Ltd - India
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
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