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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 commodity compared to the levels that were being noted in late spring, but it has also rejuvenated a trade that during the past couple of years has been under what most would classify depressed market conditions, says George Lazaridis Head of Market Research & Asset Valuations of Allied. Being a vital commodity in the dry bulk space and the second most vital trade in terms of total seaborne volume traded.
The report further noted that, given the recent price gains the price arbitrage being created between markets, we have also seen a healthy increase in tonne-miles of trade, as we start to see new routes being established and other routes that played a minor role in the market up to now, starting to slowly take up center stage. In this space, the Panamaxes and post -Panamax sizes have been the ones to pick up the gains, while changes in the market such as the opening of the Panama canal has all owed areas such as the North-West coast of the U.S and Canada to take a more competitive stance and help pick up any slack or arbitrage created from the side of supply.
According to Allied’s weekly shipping market research report, in part, we had already seen an increase in coal prices taking place in Europe which help drive some increased flow towards the continent. At the same time, the ramp in steel production that was being noted over the summer months in China had helped drive up prices and increase the flow of imports that was being seen. Being that most of the Far East had already increased its demand for higher quality coal, usually sourced from farther away locations and helping boost the overall demand for seaborne trade. Given that the increased demand that was being witnessed in the Far East has mainly been attributed to the expected partial closures in steel mills that are programmed by the Chinese government to take place in the coming winter months. This sparked a ramp up in production, in order to be able to create a strong stockpile of steel products so as to prevent any interruptions in supply. This may well prove to act as a dampener for the winter months as it may well cause a slower flow of iron ore and coal imports due to slower production levels, however this still depends on the level closures that will take place and will also depend heavily on the demand fundamentals for steel products during these next couple of months.
George Lazaridis further said, while this has been going on and with demand showing healthy signs of growth, the supply of ships has been kept at fairly stable levels, with new building deliveries having already slowed down considerably and with the schedule of newbuilding deliveries for the next couple of months set to be even fewer then what we were seeing for the first half of the year, we should see the growth of the fleet come to an almost complete stand still. This should help boost the demand supply balance further and provide the fertile ground for further freight rate hikes during the next couple of months. This all provides the strengthening in fundamentals that buyers have been waiting to see and it is no surprise that interest in both the second hand and newbuilding market has returned once more and been reflected in both the volume of transactions being reported as well as the prices being seen.It looks as though we are moving ever further into a firm recovery course and despite demand growth still being in a relatively fragile state compared to what we were seeing in the early part of the decade, it should have a life span well beyond the typical 2 year cycle we have been seeing over the past 10 years.
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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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- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Australian Coal Association
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Petron Corporation, Philippines
- Economic Council, Georgia
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- Interocean Group of Companies - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
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