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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, 13 March 14
HANDY: THE FAR EAST MARKET IS IN AN UPWARD TREND - FEARNRESEARCH
Handy
Atlantic is a bit under pressure for spot tonnage, but the underlying sentiment is positive for the short medium future. 2-3 legs are do ...
Thursday, 13 March 14
MARKET INSIGHT - CHRISTOPHER T. WHITTY
By Christopher T. Whitty
Marketing Manager
Cotzias Intermodal Shipping Inc.
During the last year we have noticed that a fair number of ...
Wednesday, 12 March 14
ADARO ENERGY IMPROVES EFFICIENCY AND GENERATED STRONG EBITDA IN 2013
COALspot.com: PT Adaro Energy Tbk, Indonesia's single largest coal miner posted revenue of US$ 3.28 billion and cost of revenue of US$ 2.54 ...
Wednesday, 12 March 14
DGOMC OF INDONESIA REVISED DOWN THE BENCHMARK PRICES FOR COAL BY 4.26% IN MARCH
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia has revised down the government's declared coal bench mark price ...
Wednesday, 12 March 14
DRY BULK VESSELS STILL THE CREAM OF THE CROP FOR SHIP OWNERS
Dry bulk carriers have remained the most popular vessel type among ship owners as proven by the sheer number of second hand vessel sales and new ...
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- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Minerals Council of Australia
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- Karaikal Port Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Lanco Infratech Ltd - India
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Price Waterhouse Coopers - Russia
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- GMR Energy Limited - India
- Anglo American - United Kingdom
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Indonesian Coal Mining Association
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Gujarat Mineral Development Corp Ltd - India
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Carbofer General Trading SA - India
- Vedanta Resources Plc - India
- VISA Power Limited - India
- Planning Commission, India
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
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