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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.
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Friday, 17 October 14
INTERNATIONAL COAL PRICES ARE AT LOWEST LEVEL; COAL STOCKS AT INDIAN POWER PLANTS ARE ALSO AT LOWEST LEVEL
International coal prices as well as coal freights are falling and reaching to its lowest levels. According to PTI, fuel stockpiles at the thermal ...
Friday, 17 October 14
U.S. COAL PRODUCTION UP BY 3.6% WEEK - ON - WEEK
COALspot.com – United States the world's one of largest coal producers, produced approximately 19.20 million short tons (mmst) of coal in ...
Friday, 17 October 14
DRY BULK SHIPPING'S OUTLOOK NOW SHIFTING TO A LESS PROMISING ONE, SHIP PRICES EXPECTED TO FOLLOW SOON - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
China’s and other Asian countries’ return to the dry bulk market last week, didn’t trigger the hoped support towards the dry bulk ...
Thursday, 16 October 14
KOREA MIDLAND POWER TO BUY 490K MT OF LCV COAL FOR 1Q 2015
COALspot.com : Korea Midland Power Co., Ltd. has invited bids through International open bidding for 490,000 Metric Tons (MT) of LCV (Sub) Bitumino ...
Thursday, 16 October 14
PANAMAX OWNERS RECEIVE A PREMIUM FOR GOING TO INDIA VIA INDONESIA - FEARNLEYS AS
Handy
The Handy/Supra market continues to slide in both hemispheres, said Fearnleys AS in its latest week report. In the Atlantic we see rates co ...
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Showing 3421 to 3425 news of total 6871 |
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- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- CNBM International Corporation - China
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Australian Commodity Traders Exchange
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- Ministry of Mines - Canada
- The Treasury - Australian Government
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Sakthi Sugars Limited - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
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