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Friday, 18 March 16
DRY BULK MARKET HAS LITTLE TO LOOK FORWARD TO FROM CHINA AT THE MOMENT - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
 The dry bulk market’s rebound is long overdue, but when it comes, it won’t be because of China’s strong demand for commodities, or at least China’s role in it will be diminished than the past few years. At least that’s what the latest news from China’s economy are indicating. In its latest report, shipbroker Allied Shipbroking noted that “strong volatility and a general shake up in the commodities markets has been the main description of this past week’s events and continuing on from last week’s article it is more and more evident that most traders in the market are fairly confused at the signs being given. Last week the commodities markets (especially in the case of most dry bulk commodities such as iron ore and coal) noted a firm hike in prices both in the futures and physical markets. This was largely driven by China’s National People’s Congress which discussed the proposed changes and targets it plans to put through for its next five year plan (pointing to the major role China still plays not only in the physical markets of these commodities but also in the minds of most investors worldwide)”.
Allied’s,George Lazaridis, Head of Market Research & Asset Valuations, noted that “speculation was rife, as some sought to take a more optimistic view as to what was coming out of China. Most of these traders might have been overeager to pull the trigger on their investment strategies, inpatient as to when the market would turn. However it seems as though they might have miscalculated the timing, having avoided to read some of the fine print from China’s next stimulus plan. As such we have started off the week with the biggest two-day slide in commodity prices, while in turn this has had knock off effects on global stocks and other financial instruments. At the same time the recent decision by the Bank of Japan to jump off the stimulus bandwagon hindered by the growing underlining risk of a negative interest-rate strategy has left further woes for the global economy. As such, much is left in question as to the true direction of global economic growth”, he mentioned.
Of course, Lazaridis continued, “in the physical market, the actual uptick in demand (and therefore in prices) of iron ore have been more reliant on supply, demand and inventories as always rather than mere expectations of financial markets. However, once you take a closer look, these are more near-term in nature. Namely low inventories and the prospects of a forced stoppage in the output of several still mills in China over the summer months, have pushed many to scramble for ore while trying to operate at full capacity in order to build stocks of metals so as to be ready to supply the seasonal pickup in construction in spring. This chain has more to do with seasonality then any political decision undertaken, however it does hold a small truth as to the state of the market. Expectations are that new real estate constructions are slowly going to pick up, based on the increasing level of home sales and higher prices. Home prices have risen by as much as 50% in some of China’s most popular cities over the past year, pointing to potential shortages in comparison to rising demand. The clarification here is that this trend is still held within a few key cities, while the excess backlog in real estate supply across the whole of China is still fairly big. At the same time there are some who fear that this is more of a bubble rather than an indicator as to the state of real demand. Efforts have been made by the central government to push demand for the housing markets outside the main five hottest markets, yet the results have been meagre so far”, Allied’s analyst stated.
In conclusion, “after the dissipation of the initial hype, the fog has cleared to the reality that little is clear as of yet as to the true effectiveness of China’s next growth stimulus. The dry bulk market may have bolstered slightly over the past week, but it’s too early to have been caused by any shift in fundamentals from anything decided in Beijing this past week”, Lazaridis concluded.
Source: Nikos Roussanoglou, Hellenic Shipping News
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Monday, 07 March 16
FREIGHT MARKET MOVING POSITIVE; ALL SEGMENTS EXCEPT CAPE SHOWING A FIRM TREND
COALspot.com: The freight market was steady this past week and showing a firm trend for all segments except for Cape index.
The Baltic Dry Ind ...
Friday, 04 March 16
GLOBAL ECONOMY'S JITTERS ARE SLOWING DOWN SHIPPING EVEN FURTHER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The global economy’s shaky condition to say the least is now hampering growth and as a result demand for shipping is slowing down, something ...
Friday, 04 March 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 109.3 MMST; 30.2% LOWER THAN THE COMPARABLE YEAR-TO-DATE COAL PRODUCTION IN 2015 - EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 13.1 million shor ...
Thursday, 03 March 16
INDIA'S BUDGET NOT ENOUGH TO BOOST STEELMAKERS' PROFITABILITY - FITCH RATINGS
COALspot.com: Fitch Ratings says that increase in proposed infrastructure spending in India's latest government budget is unlikely to provide a ...
Thursday, 03 March 16
BDI FURTHER STRENGTHENING; THE INCREASE IN RATES WAS NOT SUBSTANTIAL
COALspot.com: The BDI closed off on a positive note for a second week in a row, further strengthening the belief that the market might be bottoming ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- AsiaOL BioFuels Corp., Philippines
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Planning Commission, India
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- PTC India Limited - India
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- White Energy Company Limited
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- India Bulls Power Limited - India
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- The University of Queensland
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Independent Power Producers Association of India
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