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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, 29 February 16
BALTIC INDEX INCHES UP THIS PAST WEEK AS SMALLER VESSELS LEND SUPPORT
COALspot.com: The freight markets rose slightly this past week.
The Baltic Dry Index (BDI) of dry-bulk shipping freights, a measure of global ...
Monday, 29 February 16
LOSS OF EARNINGS IN THE WAKE OF A COLLISION - GARD
KNOWLEDGE TO ELEVATE
A shipowner’s loss of earnings can form a significant part of a collision claim. Awareness of the ways of calculati ...
Friday, 26 February 16
U.S WEEKLY COAL PRODUCTION UP SLIGHTLY
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 13.4 million shor ...
Thursday, 25 February 16
DRY BULKERS ARE SCRAPPED AT RECORD PACE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The newbuilding market is at a lull these days, as ship owners are focusing on two fronts, getting rid of excess dry bulk tonnage and snapping up b ...
Wednesday, 24 February 16
HOW IS THE FUEL MIX FOR U.S. ELECTRICITY GENERATION CHANGING? - EIA
In recent years, there have been changes in the mix of fuels used to generate electricity in the United States. Natural gas and renewable energy so ...
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- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- Petron Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- MS Steel International - UAE
- London Commodity Brokers - England
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Aditya Birla Group - India
- VISA Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- ASAPP Information Group - India
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
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