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Friday, 30 November 18
SUPRAMAX: N. CHINA TO INDIA OR SE ASIA SUPRAS ARE GETTING PAID AROUND US$ 6000 - FEARNLEYS
Capesize
Sharp rise in spot activity and income, admittedly from very low levels, for the big ships. West Australia/China and Brazil/Far East being the main drivers, with most mining companies busy picking early units at steadily improving numbers last 4 trading days says Fearnleys in its latest weekly report.
The Oslo based broker Fearnleys further noted that, stabilizing and slightly recoiling at time of writing, but outlook for December remains positive/consensus appears to be that worst part of q4 passed. Daily average earnings for modern 180000-tonners up more 90 pct w-o-w to come in at $16500,whilst pay for the crucial tonne/mile china-brazil-china route up 80 pct to $16k. Substantial interest and a number of fixtures conclusions for period on modern units, but limited to index-linked/floating structures.
Panamax
Commenting on Panamax, Fearnleys says, this week has shown increased rates in both hemispheres, as the demand for tonnage has risen and the Cape size market has been improving rapidly. Rates from ECSA have also risen slightly along with the market. In the Atlantic, a transatlantic round voyage yields around low USD 13,000's, while short front hauls from the Continent pay ship owners around USD 20,000. In the East, a transpacific round yields around high USD 8,000's.
Supramax
In the pacific the week started slowly with still weak rates across the area. From N. China to India or SE Asia supras are getting paid around USD 6000, similar rates are seen for Indo/China rv with delivery S. China. Indian Ocean still the healthiest area, where owners obtaining around USD 12250 + 225k gbb for Safr back to PG/WCI area.
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Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
Saturday, 20 October 18
PANAMAX: THE PACIFIC SAW A LARGE VOLUME OF FIXING, WITH INDONESIA AGAIN THE DRIVING FORCE - THE BALTIC BRIEFING
Capesize
A positive end to last week after a shaky start, with a Coaltrans taking participants out of the market early on and with rates slippi ...
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- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Sakthi Sugars Limited - India
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Parliament of New Zealand
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Mjunction Services Limited - India
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
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