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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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Thursday, 17 October 13
CHINA'S COAL IMPORTS DOWN 9.4% TO 25.96 MMT IN AUGUST
COALspot.com: China's August Imported coal volumes down 9.4% m-m but up 27% y-y, BNP said in its latest China Coal & Power report released on 1 ...
Wednesday, 16 October 13
NEW STRATEGIES AND OPPORTUNITIES IN A RAPIDLY EVOLVING COAL INDUSTRY
The 12th Annual Coal Markets assumes even more significance as the industry seeks more market information, inputs on trade strategies, supply and de ...
Wednesday, 16 October 13
CAPES: RATES DROPPED; PANAMAX: ADVANCED - INTERMODAL
After a month and a half of straight weekly positive closings, the BDI has finished the week in the red. Monday started slow as holidays in the East ...
Wednesday, 16 October 13
WILL THIS LATEST DRY BULK MARKET UPTREND PROVE TO BE AS LONG-LIVED OR JUST ANOTHER MOMENTARY SPIKE? - CHRISTOS MANZTIOS
COALspot.com: So here we are again facing the same old question: Will this latest market uptrend prove to be as long-lived as all owners hope or jus ...
Wednesday, 16 October 13
KOSEP TO IMPORT 0.49 MILLION TONS OF 4600 NAR COAL FOR JAN - FEB '14
COALspot.com - Korea South-East Power Co., a Korean generator and distributor of electricity on behalf of five Korean Gencos intends to procure 490, ...
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- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- White Energy Company Limited
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Central Java Power - Indonesia
- Star Paper Mills Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- Global Business Power Corporation, Philippines
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Thai Mozambique Logistica
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
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