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Thursday, 10 November 16
PANAMAX: NO TRUMP INFLUENCE YET, AND THE MARKET IS HEADING NORTH - FEARNLEYS
Supramax
Pacific Supra market still soft and falling this week, although seems to be in a somewhat slower pace compared to last week. According to Fearnleys Weekly Dry bulk report, Supras delivered N. China for trips to SE Asia is getting around USD 5k, while Indo coal trips delivery Singapore to China is getting covered at around mid USD 5k.
Nopac RV’s levels are also around low USD 5k, while Supras is getting paid low/mid USD 6k for s. periods. A bit better tones in Atlantic and Cont. Some 55k dwt vessels have been fixed around 8.5k dop ARAG to Med and 13k dop ARAG to India. Supras with del on ECSA with trip to SE Asia have managed around 10k daily + bb. Supras in Atlantic with worldwide delivery are getting paid mid 9k's for s periods.
Panamax
No Trump influence yet, and the market is heading North! Firming up further in an even stronger market, which is still active in both hemispheres well supported by fresh mineral and grain requirements.
According to Fearnleys Weekly Dry bulk report, North Atlantic is quite hot and tight for ppt tonnage. Short T/A rounds pays above 10 K and fhaul bss Cont pays 12-13 K for long duration. Owners rating 15-16 for shorter runs to India. USG activity and levels stable. Pacific has also firmed up this week, with NOPAC rounds paying mid/upper 7’s, Aussie rounds in the 7’s on average and well above 8 for Kmax. Post Panamax done mid 9's for Pac r/v. Despite a hot spot market, the forward curve is marginally up, just above 6.300 for Cal 17. 1 yr done at 7.250 on modern eco Kmax.
Capesize
The Oslo based broker noted that, the Cape market been very firm for the last week, and continues in the same trend. West Australia/China route have moved from the USD 5 pmt to the USD 6 pmt.
Fearnleys further said, the Pacific round market is around 11-12,000 a day on time chartering. The Brazil/China market are close to USD 12 pmt on voyage, and the vessels are getting around USD 20,000 on tct to do a trip from the Atlantic to the Pacific. Period market also active and it has been done USD 9,500 for around 1 year period. The production of iron ore in Brazil is strong and is expected to continue so until end of the year, this is expected to keep freight rates firm for next weeks to come.
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Sunday, 04 December 16
U.S. WEEKLY COAL OUTPUT DECLINED 11.9% W/E 26 NOV; UP 1.4% Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million short ton ...
Thursday, 01 December 16
OIL PRICES MAY SEE LITTLE GROWTH BEFORE 2018, FITCH RATINGS SAYS
High inventories and the potential for US shale production to respond quickly to any market tightening mean oil prices may flat line in 2017 before ...
Thursday, 01 December 16
CHINA 2017 OIL, GAS OUTPUT DROP MAY WORSEN ON CAPEX CUT: FITCH
China's oil and gas production may shrink even more in 2017 than in 2016 after the country's leading oil companies cut exploration and prod ...
Thursday, 01 December 16
ANOTHER WONDERFUL WEEK FOR PANAMAX - FEARNLEY
Supramax
A slower start to the week in the Pacific compared to last Trips from N. China to S. China is paying in the range of low USD 5k, while I ...
Tuesday, 29 November 16
AUSTRALIA'S PORT OF NEWCASTLE SHIPPED 13.08 MT OF COAL IN OCTOBER; DOWN 10.39% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU1,124.7 Mi ...
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- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Minerals Council of Australia
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Oil Corporation Limited
- PTC India Limited - India
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Energy Development Corp, Philippines
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