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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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Tuesday, 29 October 13
NEWCASTLE PORT SHIPPED 12.29 PER CENT MORE COAL W-W
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port up 12.29 per cent week on week to 3.61 million mt for ...
Monday, 28 October 13
API 8 CFR SOUTH CHINA COAL FOR Q3'14 DELIVERY LOST ON D-D,W-W & M-M
COALspot.com : API 8 CFR South China Coal swaps for average Q4 2013 delivery fell 0.22 percept M-M on Friday 25 October 2013. The CFR South China Co ...
Monday, 28 October 13
COAL SWAP FOR Q3' 2014 DELIVERY LOST ON D-D, W-W AND M-M
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q4 2013 delivery gained 0.46 percept month on month on Friday 25 October 2 ...
Saturday, 26 October 13
PANAMAX CHARTER RATES FROM INDONESIA TO INDIA STAY FIRM - SOLYM
COALspot.com: The freight market showed tendency of softness with Cape and Panamax futures and physical soft.
The BDI was down by 12 pct week end ...
Saturday, 26 October 13
DRY BULK MARKET KEEPS ON RETREATING, BUT NEW BUILDING ORDERS KEEP ON PILING - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market kept on retreating this week, with the industry's benchmark, the Baltic Dry Index (BDI) falling to 1,708 points, down 78 on the ...
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- SMG Consultants - Indonesia
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Samtan Co., Ltd - South Korea
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Meenaskhi Energy Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Trasteel International SA, Italy
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- London Commodity Brokers - England
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Bhatia International Limited - India
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Planning Commission, India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Petron Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
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