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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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Monday, 31 October 16
INDONESIAN 5000 GAR COAL ROSE 5.56% WEEK OVER WEEK - CS COAL INDEX
COALspot.com: The price for thermal coal has recovered substantially since April 2016. The China’s new policy on its domestic coal miners, th ...
Friday, 28 October 16
STEAM COAL IMPORTS: CHINA AND INDIA'S ROLE REVERSALS - BEN TRIMMEL
While a sharp decline in European imports is a key driver of the expected fall in steam coal trade this year, China and India remain leading actors ...
Friday, 28 October 16
U.S. WEEKLY COAL OUTPUT ROSE DURING THE WEEK ENDING OCTOBER 22 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million short ton ...
Thursday, 27 October 16
73.08 PERCENT OF COAL PRODUCERS PREDICTED INDIA WILL NOT STOP COAL IMPORTS IN 2 TO 3 YEARS - POLL
COALspot released its weekly opinion poll "How likely do you think India will STOP thermal coal imports in 2-3 years?" this Monday.
...
Thursday, 27 October 16
PANAMAX: FIRM ATLANTIC; TOPPISH PACIFIC - FEARNLEYS
Supramax
The trend from last week is passed on. ECSA still strong with Supras from N Brazil to Med fixed at $9,000 to $9,500 daily.
Accordin ...
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- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- The University of Queensland
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Bharathi Cement Corporation - India
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Wood Mackenzie - Singapore
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
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