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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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Thursday, 20 March 14
CAPESIZE: WEST AUSTRALIA TO CHINA RATES HAVE CLIMBED BACK TOWARD USD 11 PMT - FEARNRESEARCH
Handy
From a slight improvement in the Atlantic to a more mixed picture this mid week. North Atlantic rounds showing softening signs whereas S ...
Wednesday, 19 March 14
INSTEAD OF DECIDING WHETHER THE GLASS IS HALF FULL OR HALF EMPTY, I AM CURRENTLY GLAD THERE IS WATER IN THE GLASS - EVA TZIMA
By Eva Tzima
Research Analyst
Intermodal Research & Valuations
Right when you think that you have all your facts straight, right wh ...
Wednesday, 19 March 14
EUROCOKE SUMMIT 2014
Press Release: ThyssenKrupp, Steel Institute VDEh, SSI and more headline Smithers Apex’s Eurocoke Summit
The leading coke, coal and s ...
Wednesday, 19 March 14
DRY BULK MARKET REBOUND LEADS TO MORE NEWBUILDING ORDERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The steady rise of the dry bulk market, as evidenced by the return, yesterday, of the Baltic Dry Index above the 1,500-point mark (1,518), is fu ...
Tuesday, 18 March 14
SECOND QUARTER SUB-BIT FOB INDONESIA COAL SWAP LOST 3.27% IN A MONTH
COALspot.com – Indonesia, the world’s largest exporter of the thermal coal's swaps for delivery April - June 2014 gained this pa ...
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- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Price Waterhouse Coopers - Russia
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- MS Steel International - UAE
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Minerals Council of Australia
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Chettinad Cement Corporation Ltd - India
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Economic Council, Georgia
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
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