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Thursday, 12 September 13
CAPESIZE MARKET WILL BECOME EVEN TIGHTER - JEFFREY LANDSBERG
 COALspot.com : While it is no secret that current capesize availability has become tight and has caused capesize rates to surge, availability is set to become even tighter in the near future once Drummond coal cargoes return to the market (when the strike is resolved) and also due to the very large amount of Brazilian iron ore cargoes that have continued to surface. So far this week, 10 capesize vessels have been chartered to haul Brazilian iron ore cargoes. This is a very large amount, and already exceeds the robust 9 capesize vessels that were chartered to haul Brazilian iron ore cargoes during all of last week.
The last time that 10 or more capesize vessels were chartered to haul iron ore cargoes in a single week was the Week Ending November 16, 2012. Chinese demand for imported iron ore is currently very strong, which is helping capesize rates to surge. However, the capesize market will again benefit from the current level of activity as spot capesize availability will find itself even tighter in the near future. It is extremely encouraging for the capesize market that so many capesize vessels have recently been chartered for long-haul Brazil to China iron ore exports. In addition, Atlantic basin spot capesize availability will become even more tight whenever the Drummond coal strike officially comes to an end.
For the capesize market, near term prospects remain encouraging. There will be fluctuations whenever there are brief dips in Chinese demand, but overall we believe in the weeks and months to come there will be days when average daily capesize rates easily increase by over $3,000 in a single day. That’s the beauty of dry bulk shipping. Demand for vessels is quite inelastic and not very responsive to changes in prices. When a charterer needs a vessel, he (she) needs a vessel. And when spot vessel availability is tight, an environment is created where freight rates are prone to large increases. With some many capesize vessels recently being chartered to haul long-haul Brazilian iron ore cargoes -- and with an increase in Drummond coal cargoes being poised to re-emerge in the market at some point like in the near future -- the already tight capesize market will become even tighter.
By: Jeffrey Landsberg | Managing Director, Commodore Research & Consultancy
About Commodore Research & Consultancy
Commodore Research & Consultancy is an independent New York City-based consultancy that focuses on the global demand, supply, and seaborne trade of industrial and agricultural commodities, with a particular focus on China. Commodore Research & Consultancy's analysts handle a wide variety of consulting requests and custom reports. Commodore Research & Consultancy also offers two standard report subscriptions (Dry Bulk Report Subscription and China Report Subscription).
Views expressed herein are personal views of the author and not that of COALspot.com. We welcome article submissions from experts in the areas of coal, mining, shipping, etc. To submit your articles please click here
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Wednesday, 27 November 13
SHIP OWNERS ONCE AGAIN TURN TO DRY BULK CARRIERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Ship owners once again turned to more dry bulk carrier ordering over the course of the past week, as more and more appear convinced of the industry ...
Tuesday, 26 November 13
EWP INVITES COAL BIDS FOR 2014 - 2018 DELIVERIES
COALspot.com: Korea East-West Power Co. Ltd (EWP) invited bids to supply 130,000MT of min 5,600kcal/kg (Sub)-bituminous Coal on NCV basis for March ...
Tuesday, 26 November 13
NEWCASTLE COAL EXPORTS SLIP 22.62% W-W
COALspot.com: In the week ended November 25, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, totalled 2.26 ...
Monday, 25 November 13
THE SUB-BIT INDONESIA COAL SWAP MOVEMENT IN YEAR 2014 IS STILL FAR FROM PROMISING
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q1’ 14 delivery gained $ 2.54 pmt month on month on Friday 22 Novemb ...
Sunday, 24 November 13
CFR SOUTH CHINA COAL SWAPS FOR Q4' 14 DELIVERY PRICE SHOWS A NEGATIVE TREND WEEK ON WEEK AND FLAT ON D-D
COALspot.com : API 8 CFR South China Coal swaps for average Q1’ 14 delivery gained 0.13 percept d-d on Friday 22 November 2013. The CFR South ...
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- Lanco Infratech Ltd - India
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- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
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- Mercuria Energy - Indonesia
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- Commonwealth Bank - Australia
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- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
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- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
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- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Sojitz Corporation - Japan
- Borneo Indobara - Indonesia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
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- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Australian Coal Association
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
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