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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, 25 November 21
SE ASIA POWER DEMAND TO RISE AS STATE SUPPORT MITIGATES COVID-19 IMPACT - FITCH RATINGS
Electricity demand in south-east Asia is likely to increase in 2021, following slow growth or contraction in 2020, thanks to state support that has ...
Thursday, 25 November 21
FITCH RATINGS INCREASES MOST GLOBAL METALS AND MINING PRICE ASSUMPTIONS - FITCH RATINGS
Fitch Ratings has increased most metals and mining price assumptions, particularly those that benefit from increased longer-term demand due to glob ...
Thursday, 25 November 21
CHINA'S COAL PRICE DROPS IN MID-NOVEMBER AMID GOVERNMENT’S SWEEPING MEASURES - GLOBAL TIMES
China’s coal prices have dropped significantly in mid-November compared with the beginning of the month, with the price of coking coal and co ...
Wednesday, 24 November 21
MARKET INSIGHT - INTERMODAL
Inflation is the word that has dominated the meetings of foreign leaders and finance ministers in recent weeks, as rising energy costs, supply chai ...
Wednesday, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
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- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Meralco Power Generation, Philippines
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- London Commodity Brokers - England
- MS Steel International - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- VISA Power Limited - India
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Planning Commission, India
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- AsiaOL BioFuels Corp., Philippines
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- The University of Queensland
- Energy Development Corp, Philippines
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
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