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Thursday, 20 June 13
CAPESIZE : FINALLY A SUBSTANTIAL IMPROVEMENT IN RATES! - FEARNLEYS A.S
Handy
Atlantic market kept a steady curve from last week. US Gulf positions fetched tick above USD 21k for Cont/Skaw direction, and vessels fixed for direction US Gulf were only paid USD 4k. Fronthauls ex Cont fixed close to USD 14k. Feast market was fairly quiet but started to pick up Tuesday. Few Indo/India and Indo/S.China coal orders in the market running spot. Passing Singapore Supras trading at USD 11-12k. For Nopac rounds vessels have been fixed at mid USD 8k. For ships open S.China owners aiming USD 9.5k for short period. For trips to W.Africa vessels open N.China/ Korea can get around USD 6k. Tonnage situation in South Africa is tight, vessel ballast down from India to get biz. Inter MEG/India able to achieve USD 8k.
Panamax
Last week we pointed out that the floor was found after several weeks of declining rates in both hemispheres. This week we saw an upturn in rates with fresh cargoes entering the market. Increased activity out of the USG and USEC with fresh coal cargoes causes rates to increase as the Northern part of Atlantic is tight for tonnage. The Fhaul market has improved somewhat and at time of writing (14500+450 GBB lvl) but still excess of 290 Panamaxes outside ECSA who will end back in the Pacific late summer. In the Pacific we see a marginal increase in rates with only limited improvements in activity. We believe the recent increase in rates is partly caused by tonnage being tied up for long voyages after the peak in grain season out of ECSA. Pac rounds are now being fixed at around USD 6250 which is a 12% increase w-o-w. The period market has also picked up a bit of activity with owners willing to give optional periods able to secure employment.
Capesize
Finally a substantial improvement in rates! The Atlantic has turned, with rates presently in excess of USD 10,000. In the Pacific low teens are being fixed for good ships. Tubarao/Qingdao on voyage are presently in the upper USD 18s pmt, with talks one fixture at USD 20 pmt! Optimism prevails and the present push seems well supported, in strong contrast to the market we have experienced over the past months.
Source: Fearnresearch
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Tuesday, 04 June 13
WOOD MACKENZIE SAYS THE CHINA'S THERMAL COAL DEMAND WILL REACH NEARLY 7BTPA BY 2030
COALspot.com - The Illusion of Peak Coal' says that despite efforts to limit coal consumption and seek alternative fuel options, China's strong ap ...
Saturday, 01 June 13
COAL PRICES STRUGGLE TO FIRM UP
COALspot.com - Sub-Bit Indonesia coal swaps (FOB ) for average July 2013 delivery have gained 0.18 percent week on week and 0.03 percent ...
Saturday, 01 June 13
THE FREIGHT MARKET FOR S7 AND S8 SECTORS ARE EXPECTED TO BE SOFT - VISTAAR
COALspot.com – The freights are remains weak week ended 31 May 2013, as BDI fell 2.05 pct and closed at 809 points on 31 May 2013.
The Cape ...
Friday, 31 May 13
US PRODUCED 18.5 MILLION SHORT TONS OF COAL W/E 25 MAY 2013
COALspot.com – United states the world’s second largest coal producer produced totalled approximately 18.50 million short tons (mmst) of ...
Thursday, 30 May 13
HANDY: RBCT ROUND WAS AROUND USD 9K + 300 BB - FEARNRESEARCH
Handy
THE Atlantic market remained flat. The USG-Feast was at USD 19k and Black Sea-Feast was at USD 12k. The Pacific market remained quiet with no ...
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- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Tamil Nadu electricity Board
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- TeaM Sual Corporation - Philippines
- Coalindo Energy - Indonesia
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
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