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Monday, 04 August 14
ANNUAL SECOND HALF SURGE IN BRAZILIAN IRON ORE EXPORTS ABOUT TO BEGIN - JEFFREY LANDSBERG
 COALspot.com: Great strength in the capesize market has all along been set to occur during the second half of this year, as that is when Brazilian iron ore shipments surge ever year. Data released from Vale last week shows that iron ore shipments during the first half of this year, while up considerably on a year-on-year basis, decreased from the second half of 2013 by 23.7 million tons (-14%). Iron ore shipments during the first half of this year totaled 144.7 million tons, while shipments during the second half of 2013 totaled a record 168.4 million tons.
Such a large decrease in Vale’s iron ore shipments occurs during the first half of every year, as Brazilian iron ore production is very seasonal. Every year sees a surge in Brazilian iron ore production (and shipments) occur during the second half of the year, followed by a large decline during the first half of the following year, and then a large increase again during the second half of that year. For example, the first half of 2013 saw Vale’s iron ore shipments total 137.2 million tons. The second half of 2013 saw Vale’s iron ore shipments increase to 168.4 million tons. The first half of 2014 saw Vale’s iron ore shipments fall to 144.7 million tons. The decline is normal, expected, and puts pressure on capesize rates.
A very large decrease in Vale’s iron ore shipments occurs during the first half of every year, and yet capesize rates still managed to average $14,135/day during the first half of this year. This is a far cry from the first half of 2013, which saw capesize rates average only $6,136/day. At present, some analysts hold a flawed view of the capesize market. In spite of the annual decline in first half of the year Brazilian iron ore shipments, capesize rates still averaged $14,135/day and saw several short-term and medium-term surges in rates. As recently as June, capesize rates peaked three separate times with all three of June’s peak coming just a few hundred dollars shy of exceeding the $15,000 level.
While Brazilian iron ore shipment volume and capesize rates experienced a lull in July, a very large surge in Brazilian iron ore shipments is about to begin. Vale’s performance report released last week showed that its iron ore shipments during the first half of this year totaled 144.7 million tons. Vale also announced that its total shipment volume for this year is expected to reach at least 321 million tons. Vale is extremely likely to meet this target (and very possibly exceed it), which means that Vale's iron ore shipments during the second half of this year will total at least 176.3 million tons. This would mark an increase of 31.6 million tons (22%) from shipments seen during the first half of this year.
Great strength in the capesize market has all along been set to occur during the second half of this year; the fundamentals have not changed and Brazilian iron ore shipment volume is following its normal seasonal trends. At the same time, Vale’s iron ore production expansion program also remains on schedule. Going forward, a very large surge in Brazilian iron ore shipments is about to occur.
- Jeffrey Landsberg -
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Wednesday, 06 August 14
CAPES: BUSINESS INTEREST REMAINS SOFT; CURRENTLY NO SIGNS OF IMPROVEMENT - INTERMODAL
COALspot.com: Despite the considerable pressure witnessed in the freight market for most of the size segments, the Dry Bulk Index was able to note ...
Wednesday, 06 August 14
SHIPPING MARKET INSIGHT - EVA TZIMA
Recent reports that Indonesia’s ban on exports of metal ore concentrates was lifted for the first time in six months for two of its biggest m ...
Wednesday, 06 August 14
SGX SUCCESSFULLY LAUNCHED NEW SGX COAL PRODUCTS
COALspot.com: Singapore Exchange (‘SGX’) has announced that, the exchange has successfully launched its new Coking and Thermal Coal pro ...
Monday, 04 August 14
SUB-BIT FOB INDONESIA COAL SWAP INCHES UP DESPITE LOW DEMAND
COALspot.com: Indonesian coal swaps for average Q4’ 2014 increased US$ 0.15 day on day and US$ 0.13 per mt week on week. But, the swap was lo ...
Monday, 04 August 14
Q1' 15 API 8 CFR SOUTH CHINA COAL SWAP CLOSED AT US$ 69.37 ON 1 AUGUST 2014; A $ 1.10 HIGHER COMPARED TO Q4' 2014 CLOSING
COALspot.com: Coal swap prices are showing a positive move upward this past week. API 8 CFR South China Coal swap for Q4, Q1 and Q2 2015 show ...
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- Manunggal Multi Energi - Indonesia
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- Bayan Resources Tbk. - Indonesia
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- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
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- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
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- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
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- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- McConnell Dowell - Australia
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- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
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- Central Java Power - Indonesia
- Central Electricity Authority - India
- New Zealand Coal & Carbon
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- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
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- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
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- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
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- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
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- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- The University of Queensland
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Energy Link Ltd, New Zealand
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- Anglo American - United Kingdom
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- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
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- Miang Besar Coal Terminal - Indonesia
- Larsen & Toubro Limited - India
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- Ministry of Transport, Egypt
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
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- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
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- Baramulti Group, Indonesia
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- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
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- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
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- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
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- Indogreen Group - Indonesia
- Planning Commission, India
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- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
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- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
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