We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 04 November 13
API 8 CFR S.CHINA COAL SWAP FOR Q3' 2014 DELIVERY CLOSED 3.65% HIGHER COMPARED TO Q1' 2014 PRICE
COALspot.com : API 8 CFR South China Coal swaps for average Q4 2013 delivery fell 0.24 percept W-W on Friday 1 November 2013. The CFR South China Co ...
Sunday, 03 November 13
H2' 2014 INDONESIAN COAL PRICE ( SWAPS) SHOWS POSITIVE TREND
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q1’2014 delivery gained 0.24 percept week on week on Friday 1 ...
Sunday, 03 November 13
THE CAPE SIZE INDEX FELL 13.61 PCT W-W
COALspot.com: The freight market continued to soften on the cape and panamax sectors , however the supramax and handy size remained fairly firm.
...
Saturday, 02 November 13
DRY BULK SHIPPERS AREN'T CELEBRATING, BUT THEIR SILENCE IS GOLDEN - MARKET REALIST
In October, performance for major dry bulk shipping companies was mixed. Companies like DryShips Inc. (DRYS) had pulled back more than Diana Shippin ...
Friday, 01 November 13
US'S COAL PRODUCTION UP 0.9 PERCENT W-W
COALspot.com – United States the world’s second largest coal producer, produced approximately 19.3 million short tons (mmst) of coal in ...
|
|
|
Showing 4031 to 4035 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Trasteel International SA, Italy
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Economic Council, Georgia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- Planning Commission, India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Indika Energy - Indonesia
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Orica Australia Pty. Ltd.
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Vedanta Resources Plc - India
- White Energy Company Limited
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
|
| |
| |
|
