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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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Wednesday, 03 November 21
CHINA TO LAUNCH NEW DATA MONITORING SYSTEM, TARGETING COAL MARKET SPECULATION, HOARDING - GLOBAL TIMES
China’s top economic planner announced on Sunday a new data system for supervising the implementation of medium- and long-term contracts of c ...
Wednesday, 03 November 21
CHINA’S STATE PLANNER SAYS COAL SUPPLY IMPROVING, PRICES STABILISING - REUTERS
China’s coal supply situation has seen significant improvement with joint efforts from coal producers, logistics and downstream users, while ...
Wednesday, 03 November 21
HIGHER COKING COAL PRICES TO PARE PROFITABILITY OF STEELMAKERS IN SECOND HALF OF FY22 - CRISIL RATINGS
The operating margin of primary steelmakers will reduce by a third to 24-26% in the second half of this fiscal versus the first half as input cost ...
Wednesday, 03 November 21
MARKET INSIGHT - INTERMODAL
November is here and soon the all time seasonal favorite “all I want or Christmas is you” by Mariah Carey will be played in radio stati ...
Monday, 01 November 21
COAL PRICES HAVE FURTHER ROOM TO DROP: TOP ECONOMIC PLANNER - GLOBAL TIMES
China’s top economic planner said coal prices have further room to drop on Friday, as the most traded coal futures dropped to below 1,000 yua ...
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- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- India Bulls Power Limited - India
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- White Energy Company Limited
- Australian Coal Association
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Central Electricity Authority - India
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Thai Mozambique Logistica
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
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