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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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Wednesday, 15 January 14
INDONESIAN MINING LAW AVERTS BOP PRESSURE, RISKS REMAIN, FITCH SAYS
The last-minute intervention at the weekend by Indonesia's politicians to avert a significant disruption of mining activity and exports, should lim ...
Wednesday, 15 January 14
Q3 AND Q4 INDONESIAN COAL SWAPS DECLINE MONTH ON MONTH
COALspot.com – Sub-Bit Indonesia coal swap (FOB) for average Q1’ 14 delivery lost $ 1.23 pmt month on month on Friday 10 January 2014. T ...
Wednesday, 15 January 14
PANAMAX: PACIFIC - REMAINED QUIET; ATLANTIC - CONTINUED THEIR RETREAT
COALspot.com: The holiday hangover seems well underway for the Dry Bulk market that saw more ground being lost this past week. The BDI has closed of ...
Tuesday, 14 January 14
AUSTRALIAN NEWCASTLE PORT'S WEEKLY COAL EXPORTS FALL 18.28 %
COALspot.com: In the week ended January 13, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, totalled 2.67 ...
Monday, 13 January 14
INDONESIAN ORE BAN TO HAVE LIMITED IMPACT ON CHINESE ALUMINIUM PRODUCERS, FITCH RATINGS SAYS
COALspot.com: Fitch Ratings says today that Indonesia's ban on exports of unprocessed mineral ore will have limited impact on Chinese aluminium pro ...
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- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Planning Commission, India
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Indogreen Group - Indonesia
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Price Waterhouse Coopers - Russia
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- PTC India Limited - India
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- White Energy Company Limited
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
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