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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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Monday, 18 May 15
FOB NEWCASTLE COAL SWAPS SCORE MONTHLY GAINS
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.87 per MT (1.99%) month over month and lost US$ 0.03 week on w ...
Monday, 18 May 15
Q1' 16 API 8 CFR SOUTH CHINA COAL SWAP CLOSED HIGHER THAN Q3' 15 CLOSING PRICE
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.05 (2.10%) per MT month over month and US$ 0.53 (1.05%) pe ...
Sunday, 17 May 15
INDONESIA - INDIA FREIGHTS RATES EXPECTED TO FLAT TO SOFT NEXT WEEK
COALspot.com: The BDI was up by 10.45% and closed at 634 points week on week, while the Cape index saws big jump or up almost 55% for the same peri ...
Friday, 15 May 15
COAL PRODUCTION IN U.S DOWN 1.4 MILLION TONS FOR THE WEEK ENDING MAY 8
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.0 million short ...
Wednesday, 13 May 15
MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The EU governments in an effort to face their economic crisis individually are facing lack of political cohesion. This reflects back to each econom ...
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- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Minerals Council of Australia
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- San Jose City I Power Corp, Philippines
- Mintek Dendrill Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Thai Mozambique Logistica
- Chamber of Mines of South Africa
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Central Electricity Authority - India
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Electricity Generating Authority of Thailand
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