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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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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 ...
Monday, 21 August 17
INDIA'S COAL IMPORTS DECLINE TO 192 MT IN FY17 - PTI
Import of coal saw a decline of 6.37 per cent to 191.95 million tonnes (MT) in 2016-17 on higher production by CIL that saw the country move to a r ...
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Showing 1961 to 1965 news of total 6871 |
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- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Cement Manufacturers Association - India
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- The Treasury - Australian Government
- Planning Commission, India
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- ICICI Bank Limited - India
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- The University of Queensland
- Therma Luzon, Inc, Philippines
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