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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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- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Petron Corporation, Philippines
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
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