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Wednesday, 12 July 17
COAL HAS CONTINUED A STELLAR RUN OVER THE PAST YEAR GAINING ~10% OVER THE PAST QUARTER AND ~41% OVER THE PAST YEAR - LINOS KOGEVINAS
 Having just passed the second quarter of 2017, it is interesting to take a look at the performance of the commodity market and how certain commodities acted during this time.
It is worth delving further into the S&P’s GSCI course over the past 6 months which exhibited a 10% decrease in the index over the past 6 months. It has been a harsh year for mainly the energy components which are down in the first 2 quarters. Livestock components are fairing very well, Industrial metals are mostly up, precious metals are marginally up and agricultural products are mixed with the glaring exception of sugar which exhibited the largest decrease for the period (~33%).
The oil market has left bullish players nervous after the recent spike on the Brent and WTI indices was quickly reversed over the weekend with respective 5.22% /4.93% decreases. This continues this quarter’s trend closing at about -17% from the end of Q1 and reaching similar levels to a year ago (+1.23% for Brent and -1.16% for the WTI). While the OPEC production cuts agreed upon were mostly abided by for the first 2 quarters, they were countered by increases in production in the States, Brasil and for certain OPEC countries over the past couple of months in addition to Russia’s announced opposition to any future production cuts also add to the oversupply angst. Despite what looked like a strong demand outlook for the near future, the overall weak market conditions further dampen expectations for the long term.
Natural Gas, which has been a growing industry over the past decade and now makes up 6% of the energy index, showed the least decline during the same period at -6.98% (+8.12% year-on-year). This is mostly attributed to increasing US exports and a stable production.
Coal has continued a stellar run over the past year gaining ~10% over the past quarter and ~41% over the past year. This comes even amidst worrying news for the commodity’s future such as Coal India’s closing down of 37 (around 9% of its total capacity) of its mines and their consequent announcement of their intent to focus on renewables. Indias’, and other coal players, efforts to improve energy efficiency are seen. With the plummeting prices for renewable energy coupled with technological and governmental incentives already skewing strategic planning away from proposed investments in the sector, this will likely prove a sore point for coal going forward.
Iron ore closed at $ 64.29 continuing it’s mostly stable course over the past week (+2%). However, even with the recent spike in iron ore prices, the past quarter has not been particularly kind to Iron Ore with losses of about 16% for the period at least partly due to the increases in Australian and Brasilian productions serving to curb the enthusiasm that was prevalent during the start of the year.
To conclude, commodities have had a tumultuous course over the past year. The coming second half of the year is sure to bring further surprises for traders and it will be crucial to be vigilant for any developments that may have a significant impact on the markets.
Linos Kogevinas
Commercial Executive - Cotzias Intermodal
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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Thursday, 14 September 17
THE FIRM COAL TRADE IS SUPPORTING SUPRAS; FIXING AROUND LOW $13000 WITH DELIVERY THAILAND - FEARNLEYS
Supramax
This week has brought Supras firm rates and numerous orders. Scrap orders from Cont to Med still pay $11000 and Fertilizer from Baltic t ...
Thursday, 14 September 17
KOMIPO INVITED BIDS FOR 5700 NAR BITUMINOUS COAL FOR BORYEONG POWER PLANT; 390K MT FOR NOV LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 390,000 Metric Tons of Bituminous coal ...
Wednesday, 13 September 17
U.S. COAL EXPORTS FOR THE FIRST SIX MONTHS OF 2017 WERE 55% HIGHER COMPARED TO THE SAME PERIOD IN 2016 - EIA
COALspot.com: EIA expects the share of U.S. total utility-scale electricity generation from natural gas to fall from an average of 34% in 2016 to a ...
Wednesday, 13 September 17
SOME THOUGHTS ON NORTH KOREA, US & CHINA - THEODORE NTALAKOS
The trade volume between North Korea and China is more than $5 billion per year. 83% of North Korea's exports end up in China; similarly, about ...
Tuesday, 12 September 17
NEWCASTLE FOB PRICES ROSE STRONGLY AND ARE NOW THREATENING TO BREAK THROUGH US$100/T - DANIEL HYNES
COALspot.com: The rise in crude oil market supported further gains in thermal coal, says Daniel Hynes Senior Commodity Strategist at ANZ.
Acco ...
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Showing 1941 to 1945 news of total 6871 |
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- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- CNBM International Corporation - China
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Kartika Selabumi Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Parliament of New Zealand
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Iligan Light & Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Agrawal Coal Company - India
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Kobexindo Tractors - Indoneisa
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- McConnell Dowell - Australia
- ASAPP Information Group - India
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