We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 29 October 14
GOOD REASON WHY Q4 CAPESIZE OUTLOOK WAS SO BULLISH AT START OF THE YEAR - COMMODORE RESEARCH
COALspot.com: There was good reason why so many analysts' capesize outlook for Q4 was so very strong at the start of this year. Brazilian iron ore exports had been set to jump in Q4. Q4 fundamentals have not changed, but lately it seems some analysts have simply forgotten why they were so very bullish for Q4 and are unaware of what is now taking place in the market.
According to Jeffrey Landsberg, Managing Director of Commodore Research & Consultancy, during the last week and a half, a very large amount of capesize vessels have been chartered in the dry bulk market to export Brazilian iron ore cargoes. In addition, Vale reported record iron ore production for Q3 and is expected to produce and export much more iron ore in Q4. Anglo American is now also exporting iron ore from its Minas Rio mine in Brazil.
Commodore Research & Consultancy, further said, the capesize Atlantic basin is now very tight (which has lead to great strength in rates) and will become much tighter. This is the reason why Q4 was expected to be so strong. It is important to recognize that Q4 fundamentals have not changed. Strength is coming about a month later than many expected, but two important factors remain: Chinese iron ore imports remain incredibly strong; and Brazilian iron ore production and exports are poised to rise to much higher levels through the end of this year.
Overall, there was good reason why many analysts' outlook for Q4 were so strong earlier this year. Capesize rates are now finding great strength for good reason, and are likely to see much higher levels this year. The fundamentals for Q4 are shaping out as anticipated. Brazilian iron ore exports are poised to jump much further, and capesize Atlantic basin availability is already very tight, Commodore Research & Consultancy concluded.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Sunday, 09 November 14
CAPE INDEX UP 3.06%; PANAMAX INDEX FELL 4.05%
COALspot.com: The BDI was almost at same levels compared to last week closing or just increased 0.77 pct from last week. The BDI was closed at 1437 ...
Friday, 07 November 14
U.S. PRODUCED 85.60 MILLION SHORT TONS OF COAL IN OCTOBER, UP 2.88% M-O-M
COALspot.com – United States the world's one of the largest coal producers, produced approximately 19.0 million short tons (mmst) of coal ...
Thursday, 06 November 14
THE ATLANTIC HAS REMAINED STRONG WITH A HEALTHY SUPPLY OF NEW CARGOES
Handy
This week has continued its slow trend in both hemispheres and even though rates are a bit up w-o-w it is not a clear sign for any improvem ...
Wednesday, 05 November 14
CAPESIZE SEGMENT ENJOYED FIRMING RATES ACROSS BOTH BASINS
Following a fantastic week in terms of rate performance for Capes, the Dry Bulk market managed to note another positive weekly closing, which stron ...
Wednesday, 05 November 14
SHIPPING MARKET INSIGHT - PANOS TSILINGIRIS
COALspot.com: The steep appreciation in dry bulker values between late 2012 and March 2014 resulted in unrealistically expensive ship values compar ...
|
|
|
Showing 3391 to 3395 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- The University of Queensland
- Australian Coal Association
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Economic Council, Georgia
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- VISA Power Limited - India
- McConnell Dowell - Australia
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- Mercator Lines Limited - India
|
| |
| |
|