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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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Thursday, 16 October 14
ARE WE GOING TO SHOOT OURSELVES IN THE FOOT ONCE AGAIN? - PANOS MAKRINOS
As the East part of our globe was coming back from its October holidays last week, everyone expected that the Dry Bulk market would follow suit and ...
Wednesday, 15 October 14
PANAMAX: ACTIVITY IN THE PACIFIC WAS UNIMPRESSIVE
The Dry Bulk market noted another weekly decline last week, while the BDI moved below 1,000 points taking down with it expectations that a post hol ...
Wednesday, 15 October 14
INDONESIAN COAL PRICE REFERENCE FELL TO FRESH MULTI-YEAR LOWS IN OCTOBER
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in October 2014.
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Wednesday, 15 October 14
DRY BULK SHIPPING: RATE IMPROVEMENTS ARRIVED AS FORECAST, BUT UNCERTAINTY MOUNTS FOR 2015 DEMAND - BIMCO
BIMCO released its latest short term assessment of the dry bulk market, estimating that over the October-November period, the level of Capesize TC ...
Wednesday, 15 October 14
SHIPOWNER NOT LIABLE FOR CARGO DAMAGE RESULTING FROM POOR STOWAGE - CLYDE & CO
KNOWLEDGE TO ELEVATE
Russian metal trading company Yuzhny Zavod Metall Profil (YZMP), the holder of a CONGEN 1994 bill of lading, took delivery o ...
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Showing 3426 to 3430 news of total 6871 |
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- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Bulk Trading Sa - Switzerland
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Australian Coal Association
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Dalmia Cement Bharat India
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- Planning Commission, India
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- White Energy Company Limited
- The University of Queensland
- MS Steel International - UAE
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
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