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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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Tuesday, 18 October 16
PANAMAX: A FAIRLY POSITIVE END TO THE WEEK - ALLIED
Capesize
Things seemed to be moving sideways during the first half of the week, with resistance being felt as owners tried to resist any further ...
Monday, 17 October 16
THE FREIGHT MARKET WAS SOFTENED IN ALL SEGMENTS THIS PAST WEEK - VISTAAR
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline slightly and ending in a negative note this past ...
Friday, 14 October 16
SUPRAMAXES: DELIVERY SINGAPORE ARE SETTLING AROUND HIGH 6K'S FOR COAL TRIPS TO CHINA VIA INDO - FEARNLEY
Supramax
Wait and see attitude prevailing all over the market.
There have been several fresh cargoes, which have been efficiently covered by ...
Friday, 14 October 16
U.S. SHIPPED 3.3 MMST COAL IN JULY 2016; DECLINE 40% M/M
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.6 million short ton ...
Wednesday, 12 October 16
MARKET INSIGHT - LINOS KOGEVINAS
Another Monday has gone by, bringing with it further turbulence for oil. A series of meetings between high-production nations Russia & Saudi Ar ...
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- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- IEA Clean Coal Centre - UK
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- Australian Coal Association
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Indian Energy Exchange, India
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
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