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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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Friday, 08 September 17
MIXED SIGNALS ON REFINERY PREPARATIONS FOR 2020 FUEL CHANGES - IBIA
A recent consultancy survey has suggested that some 85% of refiners have not made plans for how to deal with the expected dramatic fall in g ...
Thursday, 07 September 17
CAPESIZE: EARNINGS FOR THE BIG SHIPS KEEP UP NICELY AS DIPS ARE MODERATE AND SHORT-LIVED - FEARNLEYS
Supramax
Fewer activities in the Atlantic in start of the week with the US holidays. Owners were asking around low USD 20k for trip ex USG to Far ...
Thursday, 07 September 17
TALK OF CONSTRAINTS ON CHINESE COAL OUTPUT PUSHED PRICES HIGHER - DANIEL HYNES
Commodity markets were largely higher as a weaker USD boosted investor appetite.
According to Daniel Hynes, Senior Commodity Strategist at ANZ ...
Wednesday, 06 September 17
LAYTIME - CHARTERERS' RIGHTS & PORT COSTS - NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
In a recent London Arbitration decision (18/17) the Tribunal had to consider whether the owners were entitled to recover ...
Wednesday, 06 September 17
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The impact of Hurricane Harvey, which made landfall on 25th of August in South East coastline of Texas area has been the major concern of the shipp ...
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Showing 1951 to 1955 news of total 6871 |
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Planning Commission, India
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Eastern Energy - Thailand
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- ASAPP Information Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
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