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Monday, 20 July 20
SUPRAMAX: A 63,000 OPEN NORTH CHINA FIXING AN AUSTRALIAN ROUND IN THE LOW $10,000S - BALTIC BRIEFING
 Capesize
The capesize market showed some resistance this week to recent losses as all routes saw a small uptick in value to end the week. With no particular improvement in fundamentals – and a relatively quiet fixing week – owners may have shown enough collective resilience to have turned the tide the Baltic briefing reported in its least weekly report. A backwardated forward curve illustrating a capesize 5TC spot level from today of $25,085, down to Q4 at $17-18k, gives an indication of market confidence. This lack of confidence may be offset as the recent rally has been driven in part by positional tightness, which is sure to continue in this unique 2020 year.
According to Baltic Briefing, mnimal tonnage remains in the Atlantic making it prone to spiking. But a lack of West Africa cargo due to the rainy season is helping to relieve any pressure that may build. The Atlantic basin has widened its premium over the Pacific to a difference of +$9532. The West Australia to Qingdao C5 shed more than 80 cents to settle end of week at $8.132. The Brazil to China C3 encountered similar pressure dropping 79 cents to post at $18.295.
Panamax
Commenting on Panamax sector, Baltic Briefing says, a muted week in the panamax market with rates easing in all areas as the week progressed. A vast difference of opinion built up on where the true values sat and consequently the bid/offer spread widened with fixing volumes down on the week. In the Atlantic, with reduced activity out of EC South America and longer duration trans-Atlantic business lacking, the short Baltic and Kamsar round trips appeared popular with some to take cover. Rates for Baltic rounds, according to Baltic Briefing , at the beginning of the week marked at $20,000 pegged back closer to $16/15,000 by end week. Despite less salvation from EC South America and weaker FFA values, there was less of a decline in rates out of Asia. However, easier rates were certainly concluded over the week – including an 82,000dwt delivery China fixing at $12,500 for a NoPac round trip. The rate on Friday was more akin to $11,500 for the same.
Supramax/Ultramax
Positive movement for the BSI again during the week. But as it ended, sentiment wavered from areas such as the US Gulf and east Mediterranean with limited fresh activity. The Baltic Briefing says, period activity was limited, but a 62,000-dwt newbuilding scrubber fitted was fixed for five to eight months trading at $13,000. From the Atlantic, a 62,000-dwt was fixed delivery Recalada for a trans-Atlantic in the mid $17,000s. Further north, a 61,000-dwt was reported fixed from the US Gulf for a petcoke run via India redelivery Durban at $20,000. The Continent was patchy, but a 61,000-dwt fixed a scrap run to the east Mediterranean at around $16,000. From Asia gains were made. A 63,000 open north China fixing an Australian round in the low $10,000s. Elsewhere, a 56,000-dwt fixed from south east Asia via Indonesia redelivery east coast India in the mid $8,000s. The Indian Ocean lacked fresh impetus but a 58,000-dfwt fixed from the Arabian Gulf to Bangladesh at $16,000.
Handysize
There was talk of higher numbers from the Continent and Mediterranean, with more activity reported in the second half of the week. Mediterranean the HS3 route from east coast South America climbed over $12,000 this week and is now at the highest point of the year. The US Gulf market continued the trend from last week and remained firm, but the Pacific showed more signs of slowing down with little gossip emerged. A 37,000-dwt delivery US east coast was fixed for moving petcoke to east coast Mexico at $12,500 and a 38,000-dwt did a similar run at $15,000 basis Southwest Pass delivery. A 37,000-dwt was booked for moving steels via the Black Sea to Egyptian Mediterranean at $7,250 basis Canakkale delivery. A 38,000-dwt open in east Mediterranean was fixed for a trip to india at $17,500.
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Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Simpson Spence & Young - Indonesia
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Australian Coal Association
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Singapore Mercantile Exchange
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Carbofer General Trading SA - India
- Baramulti Group, Indonesia
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
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