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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, 18 October 13
WOOD MACKENZIE FORECASTS CHINA WILL OUTWEIGH THE REST OF THE WORLD FOR BASE METALS DEMAND BY 2017
China set to account for 52% of 117mt base metals market by 2017
China is on track to exceed rest of the World demand by 2017, becoming the singl ...
Friday, 18 October 13
DRY BULK MARKET ON "PAUSE" MODE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has been on "pause" mode over the past week, after China's return from the week long holidays. The industry's benchm ...
Friday, 18 October 13
US PRODUCED 6.7% MORE COAL W-W
COALspot.com – United States the world’s second largest coal producer produced approximately 18.9 million short tons (mmst) of coal in a ...
Thursday, 17 October 13
CAPESIZE: RATES ARE AGAIN MOVING UPWARDS - FEARNRESEARCH
Handy
Activities were obviously slowed down in the Pacific basin. There were only few coal movements which fixed around USD 15-16k for ships in Sin ...
Thursday, 17 October 13
SGX TO LAUNCH "SGX THERMAL COAL FUTURES" NEXT MONDAY
COALspot.com: SGX is to launch two thermal coal futures contracts, SGX API 8 CFR China Coal Index Futures and SGX IHS McCloskey Indonesian Sub-bit F ...
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- Riau Bara Harum - Indonesia
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- Wood Mackenzie - Singapore
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- Anglo American - United Kingdom
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- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Eastern Coal Council - USA
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- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Wilmar Investment Holdings
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- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
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- Australian Coal Association
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Jaiprakash Power Ventures ltd
- The University of Queensland
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Minerals Council of Australia
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
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- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
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- Ceylon Electricity Board - Sri Lanka
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- CNBM International Corporation - China
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- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Interocean Group of Companies - India
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- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
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- Vizag Seaport Private Limited - India
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
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- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
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- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Singapore Mercantile Exchange
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
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- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
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- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
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- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
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- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
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