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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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Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
Friday, 01 September 17
U.S COAL OUTPUT DIPS WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 31 August 17
SUPRAMAX: INDO TO CHINA COAL TRIPS AT AROUND $9000, DELIVERY THAILAND - FEARNLEYS
Supramax
A bit slow start to the week with UK holidays on Monday. Still strong rates for cargoes out of Black Sea, where front hauls where done $ ...
Tuesday, 29 August 17
WEEKLY SHIPPING MARKET ANALYSIS - ALLIED
In the aftermath of Hurricane Harvey, one of the worst disasters to hit Texas, we are now looking to get a clearer picture of the possible disrupti ...
Tuesday, 29 August 17
U.S WEEKLY COAL OUT UP 3.4% WEEK OVER WEEK TO APPROX. 17 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tonne ...
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Showing 1956 to 1960 news of total 6871 |
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- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
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