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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, 24 August 17
SUPRAMAX: LOW $10K FOR INDO COAL TRIPS TO INDIA; AROUND $10K FOR INDO TO CHINA TRIPS - FEARNLEYS
Supramax
This week Supras from the Black Sea on fhaul have seen numerous orders and improving rates.
53-57k dwt vessels have been fixed at e ...
Wednesday, 23 August 17
THE STRONG IRON ORE TRADE ROUTES SUPPORT CAPESIZE SEGMENT - INTERMODAL
The upward trend in the Capesize segment is definitely being supported by the strong momentum in the key iron ore trade routes. The price of high-q ...
Tuesday, 22 August 17
WHAT IS A RELEASE CALL?
KNOWLEDGE TO ELEVATE
Joining a mutual P&I Club means each Member shares in the fortunes of that Club and its membership. The continuity of ...
Tuesday, 22 August 17
THOSE DOG DAYS OF SUMMER STEEL PRODUCTION IN CHINA - COMMODORE
COALspot.com: One popular but inaccurate narrative that makes the rounds every June and July (and occurred again this year) is that China’s s ...
Monday, 21 August 17
BANPU REVEALS FIRST HALF 2017 WITH STRONG RESULTS; SUPPORTED BY HIGHER COAL PRICES
Banpu Reveals First Half 2017 with Strong Results from Higher Coal Prices Gearing Up to the Era of New Energy with Banpu Greener & Smarter Stra ...
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Showing 1961 to 1965 news of total 6871 |
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- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- The Treasury - Australian Government
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- The University of Queensland
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- Australian Coal Association
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Dalmia Cement Bharat India
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
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