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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, 10 August 17
ANOTHER ACTIVE WEEK FOR THE PANAMAXES WITH INCREASING RATES IN BOTH HEMISPHERES - FEARNLEYS
Supramax
Both basins have remained fairly flat, could say slightly to the negative. A quiet start of the week in the Pacific with holidays in Sin ...
Wednesday, 09 August 17
THE KEY IMPORTERS OF U.S. COAL FOR THE FIRST FIVE MONTHS OF 2017 ARE THE NETHERLANDS, INDIA AND JAPAN - PETER SAND, BIMCO
US seaborne coal exports have turned years of negative growth around and seem to be climbing for a third quarter in a row. The increase in total vo ...
Wednesday, 09 August 17
INDONESIAN COAL PRICE REFERENCE INCREASE COULD CONTINUE IN THE COMING MONTHS
COALspot.com: Indonesian coal benchmark price rose 6.36% in August, government data showed.
The benchmark price of Indonesian thermal ...
Wednesday, 09 August 17
COAL HAS GAINED AROUND 40% OVER THE PAST TWELVE MONTHS; IRON ORE HAS MOVED FROM AROUND $50/T IN AUGUST 2016 TO OVER $70/T TODAY - INTERMODAL
During the summer’s peak, and with the markets remaining relatively quiet, we can argue that most markets have built solid foundations to enj ...
Tuesday, 08 August 17
THE BULLISH RIDE CONTINUES ON FOR THE IRON ORE MARKET - GEORGE LAZARIDIS
The bullish ride continues on for the iron ore market, with most in the market now eyeing the possibility for further gains to be had as Chine ...
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Showing 1976 to 1980 news of total 6871 |
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- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Uttam Galva Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Banpu Public Company Limited - Thailand
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Toyota Tsusho Corporation, Japan
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
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