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Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
 The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself in” back in 2016 and pushed back to respectable earning levels during the latter half of 2017 and this year.
According to the latest weekly report from Allied ship broking, at the same time, The Baltic Capesize Index (BCI) hit the 3,632 basis points one week ago, which was its highest point in the year so far. In addition to this, the average figure so far for the summer period has outperformed the respective figures quoted for the same seasonal period for the past 5 years. While we are at a peak point for the year, it seems bizarre that this is taking place right in the midst of August, given that historically the first half of August has been a softer time point in the year, while the market usually recovers from a low point in the second half of August.
The report further said, having already covered the coal market in previous weeks and how has played its part in helping boost freight market conditions in the short run for the bigger size segments, it is time we taken a second look at is going on in most critical commodity (in terms of volumes shipped) for the dry bulk space. Iron ore has held a bullish face as of late, with its price moving close to $70/ton, well above the once considered normalization level of around $60/ton. Strong conditions noted in the steel market, as well as reduced stock piles have helped push considerably for a considerable tightening in the market and a strong jump in terms of pricing. Indicatively, for the month of June, steel output in China was up by around 7.5% year-on-year, while in the face of the trade dispute it currently finds itself in, the short-term economic growth has been boosted substantially as most are seemingly seeking to boost production volumes before the “storm” hits.
Thomas Chasapis, Research Analyst of Allied says in his latest weekly report, having mentioned the positive drivers, it seems as though things can be said to look as rosy when looking at the macroeconomic prospects of this commodity’s market. In the short run, even with most factors laying in favor of a robust market, a softening Chinese currency can surely alter the dynamics and weaken trade as the local price starts to escalate. Furthermore, signs of easing back of the Chinese economy already being noted and given that we haven’t seen the true impact of its current trade disruptions with the United States, it is hard to see a scenario where by steel production volumes continue to rise at their current pace and in effect drive for ever higher demand for iron ore imports.
According to Thomas Chasapis, all-in-all, the scene in the market can be sometimes rather deceptive. So far, healthy appetite for steel products and strong import volumes on the back of falling Chinese domestic iron ore production and shift towards ever more higher-grade iron ore (from Australia and Brazil) has driven many to speculate on a very firm final quarter for the year, with a rally that they feel will prove to be heftier than that of the previous year. However, let’s not forget that there are still some “cracks” to be noted in the robustness of the current trend seen. Furthermore, there may well be signs that the overall seasonality patterns have changed somewhat, something that could well lead to a market peak prior to the fourth quarter. Nevertheless, this doesn’t necessarily indicate a bearish mode to be held either. Even if the market falls short on expectations this is still fair reason to anticipate a good performance for the remainder of the year, consisted by moderate earnings and an overall balanced state with no or limited exaggerations Thomas Chasapis concluded in its report.
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Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
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Showing 1626 to 1630 news of total 6871 |
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- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- The University of Queensland
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Videocon Industries ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- PTC India Limited - India
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Central Java Power - Indonesia
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
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