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Friday, 15 May 15
DRY BULK AND CONTAINER SHIPPING TO REMAIN WEAK, OUTLOOK FOR PORTS AND TANKERS POSITIVE - DREWRY MARITIME EQUITY RESEARCH
 Global economy is in a gradual recovery mode, sending mixed signals to investors. Chinese economic data continues to remain weak as economy transitions from an investment-led economy to consumption-led. We expect PBOC to continue with monetary easing with weak data prints raising concerns over growth. US GDP grew at an anaemic pace of 0.2% in 1Q15, but jobs data for April was strong. Meanwhile, the manufacturing activity in Eurozone is reviving and deflationary pressures are easing, helping continued economic recovery.
Oil and bunkers:
Oil prices staged a tremendous rally in past month with Brent up almost 50% since their multi year lows. Falling rig numbers in US shale and geopolitical tensions in Yemen helped the market sentiment. However, the increase in OPEC output and refineries’ maintenance in the second quarter will keep oil prices in check, in our view. Lower oil prices will help lower the cash break-even for ship operators.
Gas shipping:
LNG freight rates fell to the lowest since 2010 because of subdued demand and higher vessel supply. Within LPG shipping, VLGC freight rates started picking up on the back of congestion at Indian ports and start of a seasonally strong 2Q15. Freight rates of small-sized vessels also registered marginal improvement. Gas shipping stocks delivered an average return of 6% in April.
Dry bulk shipping:
The dry bulk sector continued to face headwinds due to lack of cargo availability and vessel oversupply. We expect 2015 to remain challenging, even though we are hopeful of a mild recovery in 2016 because of high vessel demolition and lack of new ordering that will favourably tilt the market equilibrium. This is mirrored by stock performance of dry bulk shipping operators vis-à-vis their counterparts in the maritime space such liners, tankers and port operators.
Tankers shipping:
Tanker charter rates have moved northwards on the back of increased non-OECD consumption, higher refinery runs and margins, lower crude oil prices, greater floating storage and tight supply. At high charter rates and lower operating costs, tanker shipping companies are expected to post higher operating revenues and improved net earnings. We expect the sector will continue to outperform the wider shipping sector on firmer rates and underlying earnings momentum.
Port Operators:
Hong Kong-listed port operators underwent rerating in April because of policy implementation. As earnings are expected to take centre stage in May, we remain optimistic that the port sector as a whole will reflect the uptick in global trade and continue to outperform MSCI World Index.
Source: Drewry Maritime Equity Research | Hellenic Shipping
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Tuesday, 26 May 15
MINING ASSOCIATION PERHAPI PUSHES FOR 35,000 MEGAWATT ELECTRICITY PROGRAM - JG
The Indonesian Mining Professionals Association, or Perhapi, has announced its support for a 35,000-megawatt national electricity program, saying i ...
Tuesday, 26 May 15
FOB INDONESIA COAL SWAP; UP WEEK OVER WEEK
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains week over week and lost month on month, this past week.
The Q3 swap was declined ...
Monday, 25 May 15
FOB NEWCASTLE COAL SWAP Q1'16 CLOSED LOWER THAN Q3'15 CLOSING
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.92 per MT (2.07%) month over month and US$ 0.70 week on week. ...
Monday, 25 May 15
CFR SOUTH CHINA COAL SWAP : Q3, Q4'15 & Q1'16 INCREASED M-O-M AND W-O-W
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.55 (3.09%) per MT month over month and US$ 0.72 (1.41%) pe ...
Sunday, 24 May 15
INDONESIA TO INDIA PANAMAX CHARTER RATES WERE RATING AT AROUND US$ 5500
COALspot.com: The freight market softened in all segments this past week.
The BDI was dropped 7.57 percent week over week and closed at 586 po ...
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- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- GVK Power & Infra Limited - India
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Kaltim Prima Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- Australian Coal Association
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Simpson Spence & Young - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
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