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Wednesday, 01 March 17
2017 IS LOOKING LIKE IT WILL BE A GOOD YEAR FOR A NUMBER OF COMMODITIES - LINOS KOGEVINAS
 2017 is looking like it will be a good year for a number of commodities. Following the price recovery witnessed in 2016 across a number of commodities, the price of iron ore, zinc, copper, oil and natural gas appears poised to continue its upward trend.
Specifically, industrial metals were some of the largest winners of 2016 and this trend has continued in 2017 so far. Iron ore was the foremost gainer making a strong recovery from the lows of a disastrous 2015, with prices reaching USD82.4/tonne in December.
The climb has continued in 2017 with yesterday’s (27/02) price closing in excess of USD 87 /tonne, a far cry from 2015’s levels. While iron ore and steel futures did exhibit a slow-down last week, they jumped again on Monday by ~4% signalling the bullishness of the market. The latest 4-month rally has left a positive impression on market players, with mining giants such as Vale or BHP expecting a very strong year.
In any discussion regarding iron ore, it is important to take a look at the most influential nation in this market, China. While there has been some anxiety regarding China’s increasing production in 2017 (expected to increase by 0.5%, up to 825m metric tonnes), it is also important to note the increase in domestic demand, as China is expected to consume approx. 87% of this production.
Iron ore tends to follow Chinese steelmaking trends and the increase in infrastructure projects has driven up demand for steel, with Shanghai rebar hitting its highest price since February 2014. As China continues to provide support to the construction sector mainly through partnerships with private sector businesses on public infrastructure projects, this interior demand is expected to hold up for the rest of the year as well. This coupled with expected steel production limitations in 2017 leads to strong price expectations.
One variable to look at in 2017 is Trump’s alleged US infrastructure plan. While we have seen infrastructure spending affecting metal prices before, at this point there are not enough specifics to be able to draw a conclusion on whether this would provide any significant uptick on industrial metal prices or if indeed the promise itself will be materialized. It is worth noting that the 2009 US stimulus package which saw ~105bn going to infrastructure spending failed to produce a significant net effect on copper or steel prices.
While optimism continues to abound in most circles, various analysts are questioning whether this rally will be sustainable in the mid-long term with many of them expecting a softening of prices in the second half of 2017 due to the increase in Australian and Brazilian production.
In any case, this sustainable demand has had a noticeable effect on shipping markets and especially the Capesize segment, with today’s earnings quoted in excess of USD 8,000/day compared to the same time last year when average earnings for the size were hovering at around USD 2,300/day.
By Linos Kogevinas
Commercial Executive, Cotzias Intermodal Shipping Inc.
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Friday, 10 March 17
ESTIMATED U.S. COAL PRODUCTION ALMOST FLAT WEEK ENDED MARCH 4, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Friday, 10 March 17
THE 5TH PHILIPPINES POWER AND ELECTRICITY WEEK RETURNS WITH A UNIQUE FOCUS IN 2017
5th Annual Philippines Power & Electricity
18-21 July 2017
Solaire Resort & Casino,Manila, Philippines
http://www.philippinespowe ...
Thursday, 09 March 17
INDONESIAN COAL BENCHMARK PRICE DROPPED FOR A THIRD STRAIGHT MONTH IN MARCH, GOVERNMENT DATA SHOWED
COALspot.com: Indonesian government declared coal benchmark price dropped for a fourth straight month in March, government data showed. The ...
Wednesday, 08 March 17
THE FREIGHT MARKET TODAY PROVIDES MUCH MORE CONFIDENCE COMPARED TO LAST YEAR - TIMOS PAPADIMITRIOU
So what's all the fuss about? During the past five months SnP activity has being surging exponentially in the dry bulk sector. Buyers are looki ...
Monday, 06 March 17
THE FREIGHT MARKET WAS CONTINUING TO FIRM UP THIS PAST WEEK
COALspot.com: The Freight market was continuing to firm up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk com ...
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- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- Economic Council, Georgia
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Central Electricity Authority - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Makarim & Taira - Indonesia
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Australian Commodity Traders Exchange
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Mjunction Services Limited - India
- PetroVietnam Power Coal Import and Supply Company
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
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