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Sunday, 30 August 20
PANAMAX - THIS WEEK THE DEMAND HAS PICKED UP, BUT THE TONNAGE LIST IS INCREASING DAY BY DAY - FEARNLEYS
Cape Size
More or less flat from previous week, with cape rates moving from US$ 19,500 to 18,900 on average. West Australia however being more positive, with c5 presently at US$ 8.4 pmt level, up from upper US$ 7's previous week due to tighter supply caused by another typhoon hitting as well as practical challenges related to Covid 19, Fearnleys said in its latest weekly report.
Period activity is presently low.
Panamax
According to Fearnleys ‘s weekly report published on last Thursday further noted that, last week we saw the Panamax market taking a turn with a slower market and less demand, especially in the Atlantic. This week the demand has picked up, but the tonnage list is increasing day by day.
ECSA TA’s are being fixed on APS bss and the P1A index is currently yielding around US$15,000 while the shorter Baltic rounds has been fixed at low US$14,000 bss UK delivery. For the ECSA grain run to Far East there has been talks of better bids, and currently being reported at around US$14,000 bss delivery SE Asia. In the Pacific in general we do see a more stable market with rounds being fixed in the US$ 13,500 -14,000 region depending on delivery.
Supramax
Fearnleys also noted that, less activity from Atlantic where all routes lost some ground. Handful fresh orders from N Cont. Some scrap cargoes were fixed around 15 on ultras.
Grain run from B Sea to SE ASIA were concluded close to US$ 23,000. From Med to W Africa with clinker one could reach levels around US$ 18,000.Similar for ships open Cont-levels for USG fhaul rates where ships were covered around US$ 25,000. USG back to Cont were done around US$ 16,000. Still strong rates from the Indian Ocean where ships are fixing around USD 16,000 to China and around USD 14,000+400,000 gbb S Africa to Far East. Further east Nopac rv fixing above US$ 10,000 for nopac rv’s, while backhaul rates around half.
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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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- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Marubeni Corporation - India
- White Energy Company Limited
- ICICI Bank Limited - India
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Ambuja Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Bhatia International Limited - India
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
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