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Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
 The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping supply, Moody’s Investors Service said in a report published today.
Moody’s outlook change is driven by tough comparisons with the very strong cash flows generated this year rather than a deteriorating business environment. Indeed, business and financial conditions will remain solid, but they are unlikely to get better than they already are today.
“Earnings for container and dry bulk carriers are at record levels; however, we expect earnings to fall from their 2021 peak but remain high,” said Daniel Harlid, a Vice President – Senior Analyst at Moody’s and the author of the report. “Still, limited deliveries of new vessels next year will help keep freight rates at elevated levels.”
Demand for goods and commodities remain high and will stay robust in 2022. Growth rates have most likely peaked and will start to decelerate next year. Record high profitability and cash flow generation have been used to pay down debt.
Capital spending of shipping companies will continue to increase. Therefore, Moody’s expects orders for newer and more energy-efficient ships to continue to be a theme during 2022, as shipping companies prepare for stricter environmental regulations that will gradually be phased in from 2023.
Source: Moody’s
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Thursday, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
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- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- PTC India Limited - India
- Bhatia International Limited - India
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- The University of Queensland
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Formosa Plastics Group - Taiwan
- Marubeni Corporation - India
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- The State Trading Corporation of India Ltd
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