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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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Friday, 01 November 13
DRY BULK MARKET IN FIRST POSITIVE SIGN IN DAYS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Owners of dry bulk carriers are well aware of the rollercoaster ride that has been the market for their vessels over the past few years. This trend ...
Thursday, 31 October 13
HANDY: ACTIVE; PANAMAX: QUIET; CAPESIZE: NO LIGHT
Handy
The handy market had an active week however not directly translated into the rates we´ve seen in the Pacific. We see more coal and baux ...
Wednesday, 30 October 13
INDONESIAN STATE OWNED COAL MINER HAS EXPORTED 7.02 MILLION TONS OF COAL IN 9 MONTHS
COALspot.com : PT. Bukit Asam, Indonesian state owned coal miner has sold 13.24 million tons of coal for the period January - September 2013. Accord ...
Wednesday, 30 October 13
DRY BULK MARKET HAS LOST FURTHER GROUND THIS PAST WEEK - INTERMODAL
Chartering (Wet: Firm+ / Dry: Stable-)
The Dry Bulk market has lost further ground this past week, as de-creased activity in both basins for both C ...
Wednesday, 30 October 13
CAPESIZE: DOWNWARD; SUPRAS AND HANDIES: STABLE - INTERMODAL
The Dry Bulk market has resumed its downward movement, noting another dip for a third week in a row. The larger size segments were responsible for p ...
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- Antam Resourcindo - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Wilmar Investment Holdings
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Minerals Council of Australia
- Xindia Steels Limited - India
- White Energy Company Limited
- Coal and Oil Company - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Economic Council, Georgia
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Eastern Coal Council - USA
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Planning Commission, India
- SMC Global Power, Philippines
- PTC India Limited - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
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