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Thursday, 22 December 16
INDONESIA LACK OF EXPORT TO INDIA THIS WEEK - FERNLEYS
Supramax
While the Atlantic is keeping up with rates, the Pacific has been weaker says Astrup Fernley.
According to Astrup Fernley, backhaul rates has dropped to 2-3k first 65/70 days and balance at around high 6k. Indo/China coal trip is now paying around mid 6k levels, while steels N. China to SE Asia is around mid 5k level. The Atlantic market is coming off a bit. Recent TA levels has being close to 18k, while Med/Bsea to NCSA/USG has been paying around 9k. On period, a Supra delivery in Far East is being fixed around 7k for short period and tick more for 1-year, while Ultras are achieving close to 1k more for same.
Panamax
Commenting on Panamax, Astrup Fernley says quiet start but in steep decline, especially in the North Atlantic where rates are halved in 10 days. T/A passing 8k mid-week, and owners struggle to cover prior the holidays. Fronthaul limited, incl from the USG at about USD 30, alt 12+200. ECSA about 9+400 APS. Nopac ppt req covered, some mid Jan onwards open. Offers hovering around mid 6-7k while chtrs bidding mid/high 5’s upto 6k, some even bid APS.
Astrup Fernley further noted that Indonesia lack of export to India this week, spot cargo mainly covered and chtrs slowly moving onto early Jan. Australia and S. Africa lack of enquiries while tonnage list growing. Period interest still around but chtrs aiming lower while owners still reluctant to discount. Sentiment is negative short term.
Capesize
After the 5TC have dropped from USD 19,515 to USD 6570 over the last 4 weeks it finally found some support, says Astrup Fernley.
All routes have improved, especially the Atlantic front haul that have been fixed at mid-teens. Also the cargo count for iron ore out of South Africa have increased. That said activity is thin with Christmas just around the corner.
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Monday, 16 January 17
WHY THE SOLUTION TO INDIA'S ENERGY CHALLENGE LIES IN COAL POWER PLANTS - BENJAMIN SPORTON
India’s huge development and energy challenges mean there are economic and development arguments for investing in new coal power plants for t ...
Friday, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
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- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Ministry of Mines - Canada
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- The University of Queensland
- Coal and Oil Company - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Economic Council, Georgia
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- MS Steel International - UAE
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
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