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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 Indo coal trips to China with delivery Singapore is around 7k for Supras, says Fearnley in its latest weekly report.
According to Fearnley, Nopac rv level is around mid USD 6k, however Ultras has achieved rates in the USD 7k’s. More activity on the short period front, Ultramaxes achieving mid USD 7k, while Supras is getting covered at high 6k/7k for same in the Pacific, whereas in Atlantic supras see low teens for 4/6 mos. US Gulf remained the star performer in Atlantic, where Supras receive 18k for trip to Skaw. Same for bhaul, where some 50k vessels being fixed at low 10s with redelivery US Gulf. On fhaul Supras gain mid teens with delivery Antwerp redelivery Far East.
Panamax
Another wonderful week for the Owners, commented Fearnley on Panamax. There is still very good demand for tonnage in the Atlantic, especially in the Cont/Baltic/Murmansk.
Fearnley's reaserch team further noted that, the cargo holders had to face TC values well over USD 20000 a day for Baltic/Murmansk RV or Baltic to Medit. Orders for TARV were paying high teens, so not bad all. Vessel able to do fronthaul voyages would get 18/19000 daily. Pacific is not offering that good terms for the tonnage, but still Owners may expect quite good money: NOPAC orders were valued at USD 9/10000 daily, whilst Australia/China cargoes paid 8/8500 a day .Today average of 4 TC routes ended up at very decent level of USD 11688.
Capesize
Q4 rally over or will there be another wave to ride before X-mas doldrums?
Softening slightly from close to year-best levels as spot coal + iron ore volumes reduced, Australian exports in particular, says Fearnley.
Average daily earning down 17 pct to USD 14800, fronthaul and transatlantic only marginally negative w-o-w as Brazilian and Colombian flows relatively well maintained, whilst pacific nervous and presently taking a hit on lower demand.
High period activity on back of positive physical and ffa's, with representative fixtures including 180000 dwt/blt2015 delivering China early December at USD 11k, also 182000 dwt/bt 2014 delivering South Korea beg December for about 12 months done at USD 12k.
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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 ...
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 ...
Tuesday, 29 November 16
US WEEKLY COAL OUTPUT TOTALS 17.2 MMST, UP 2.8% : EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17.2 million short ton ...
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- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- VISA Power Limited - India
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- PTC India Limited - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Indogreen Group - Indonesia
- Energy Development Corp, Philippines
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
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