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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, 26 September 13
INTERCARGO PUBLISHES BENCHMARKING BULK CARRIERS 2012-13 REPORT
The International Association of Dry Cargo Shipowners (Intercargo) has today launched Benchmarking Bulk Carriers 2012-13, the latest edition of our ...
Thursday, 26 September 13
DRY BULK MARKET KEEPS ON RALLYING ON THE BACK OF HIGH CAPESIZE DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market has kept its momentum over the course of the past week, on the back of increased demand for Capesizes and an improvement of mark ...
Wednesday, 25 September 13
RBCT'S COAL EXPORT DECLINES IN AUGUST
COALspot.com - Richards Bay Coal Terminal (RBCT) is the single largest coal export terminal in South African as well as in the world has shipped 16. ...
Wednesday, 25 September 13
CAPES TOUCHING RATES NO ONE BELIEVED COULD BE ACHIEVED IN 2013 - INTERMODAL
Chartering (Wet: Stable- / Dry: Firm+ )
The Dry Bulk market is the gift that keeps on giving these days. With rates for Capes touching numbers ...
Wednesday, 25 September 13
IS IT TIME AGAIN TO SUPERSIZE AGAIN? - GEORGE LAZARIDIS
After an early arrival of the seasonal rally in the Capesize market, things look to be on the upbeat for these dry bulk giants. With the Index reach ...
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- Edison Trading Spa - Italy
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- Ministry of Transport, Egypt
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
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- Alfred C Toepfer International GmbH - Germany
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- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
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- Uttam Galva Steels Limited - India
- Australian Coal Association
- CNBM International Corporation - China
- Malabar Cements Ltd - India
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- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
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- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
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- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
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- London Commodity Brokers - England
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Oldendorff Carriers - Singapore
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Savvy Resources Ltd - HongKong
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Videocon Industries ltd - India
- Parliament of New Zealand
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
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