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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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Wednesday, 03 February 16
DRY BULK MARKET CONTINUES TO BE UNDER PRESSURE - INTERMODAL
The Dry Bulk market continues to be under pressure, with the BDI remaining in search of even the slightest support, which seems to be delaying more ...
Tuesday, 02 February 16
RECORD EXPORTS THROUGH SOUTH AFRICA'S RICHARDS BAY COAL TERMINAL MADE AT EXPENSE OF SMALLER RIVALS, IHS SAYS
Five percent increase in coal exports through South Africa’s dominant Richards Bay Coal Terminal in 2015 unlikely to accelerate country&rsquo ...
Tuesday, 02 February 16
SETTING ASIDE, STRIKING OUT AND APPEALS TO THE COURT OF APPEAL IN SHIP ARRESTS - RAJAH & TANN ASIA LLP
KNOWLEDGE TO ELEVATE
The Singapore Court of Appeal once again has had to grapple with ship arrest, setting aside and appeals to the Court unde ...
Monday, 01 February 16
DRY BULK SUFFERS FROM POSEIDON'S POTENT PRONGS - CLARKSONS
It has been a grim start to 2016 for the bulkcarrier market, with the Baltic Dry Index sliding to new record lows on almost every day of the year s ...
Monday, 01 February 16
INDONESIA'S SECOND LARGEST COAL MINER ADARO ENERGY HAS PRODUCED 51.46 MT IN 2015; 8% LOWER COMPARED TO FY14
COALspot.com: Adaro Energy, the Indonesia’s second largest coal producer by volume has produced 51.46 Mt in 2015, 8% lower compared to ...
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- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Sindya Power Generating Company Private Ltd
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Therma Luzon, Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Directorate Of Revenue Intelligence - India
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Banpu Public Company Limited - Thailand
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Iligan Light & Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- Australian Coal Association
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Romanian Commodities Exchange
- The State Trading Corporation of India Ltd
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