We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 15 January 16
FOB INDONESIA COAL SWAPS FIRM SLIGHTLY LAST WEEK
COALspot.com: Indonesian coal swap delivery Q1 2016 declined month over month and week over week.
According to AsiaClear OTC coal swap's r ...
Friday, 15 January 16
SHIPPING: 2016 STARTED WITH MISERY ACROSS THE BOARD FOR SHIP OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
As one would have expected, the dry bulk market starter the new year where it left off in 2015, plunging to never seen before depths, as the market ...
Friday, 15 January 16
U.S. WEEKLY COAL PRODUCTION ROSE ACROSS ALL BASINS: EIA
COALspot.com – United States the world’s second largest coal producer has produced approximately totaled an estimated 13.4 million shor ...
Thursday, 14 January 16
FOB RICHARDS BAY COAL SWAP FOR Q3 DELIVERY CLOSED $5.90 LOWER THAN Q1 PRICE
COALspot.com: Q1’ 2016 API4 FOB Richards Bay Coal swap up month over month and week over week.
The Q1’ 2016 FOB Richards Bay Coal ...
Wednesday, 13 January 16
U.S. COAL PRODUCTION DECLINED BY 109 MMST IN 2015; COAL EXPORTS DECREASED 21% Y-O-Y
COALspot.com: U.S. coal production declined by 109 million short tons (MMst) (11%) in 2015, the largest decline ever recorded, says EIA.
The 2 ...
|
|
|
Showing 2606 to 2610 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Aboitiz Power Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Australian Coal Association
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
|
| |
| |
|
