We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
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 ...
|
|
|
Showing 1951 to 1955 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Edison Trading Spa - Italy
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- VISA Power Limited - India
- Xindia Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
|
| |
| |
|
