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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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Thursday, 18 April 13
HANDY: STABLE ; PANAMAX: BUSY WEEK - FEARNRESEARCH
Handy
The Atlantic markets remain stable in this week. The USG-Feast was at USD 19k and Black Sea-Feast was at USD 12k. The Pacific market is bit f ...
Thursday, 18 April 13
FEATURE: PREDICTING THE FUTURE - AND THE PAST - BIMCO
It’s not predicting the future that is problematical, it’s the realisation that you have to relive the past again and again when you fai ...
Wednesday, 17 April 13
INDONESIA SHIPPED 80 MILLION TONS OF COAL IN FIRST QUARTER - COAL DIRECTOR
COALspot.com - Indonesia has exported around 80 million tons of coal including power plant coal in first three months of this year.
Speaking on t ...
Tuesday, 16 April 13
AUSTRALIAN NEWCASTLE PORT'S COAL EXPORTS JUMPED 20.87 PER CENT ON WEEK TO 3.07 MMT
COALspot.com - Newcastle port in Australia has loaded 3,077,431 tons of thermal and coking coal for week ended 0700 hours 15 April 2013, Newca ...
Monday, 15 April 13
SUB - BIT INDONESIA COAL SWAP SHOWS POSITIVE TREND
COALspot.com - Sub-Bit Indonesia coal swaps (FOB ) for average Q2’ 2013 delivery has gained 2.70 percent and CFR South China coal shipment&nbs ...
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- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- PTC India Limited - India
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Barasentosa Lestari - Indonesia
- Marubeni Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
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