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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, 20 September 13
DRY BULK MARKET REACHES NEW HEIGHTS THIS WEEK STANDING AT THREE-YEAR HIGH - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The biggest rally of the dry bulk market in more than three years have brought back joy among ship owners, especially those active in the Capesize m ...
Friday, 20 September 13
US COAL PRODUCTION SLIGHTLY UP WEEK ON WEEK
COALspot.com – United States the world’s second largest coal producer produced totalled approximately 20.30 million short tons (mmst) of ...
Friday, 20 September 13
COLOMBIA SHIPPED 31.14 MILLION TONS OF THERMAL COAL IN H1
COALspot.com : Colombia’s coal exports fell by 20.59 percent in June 2013 compared to Colombia’s May's export of 7,633,579 MT.
Colom ...
Thursday, 19 September 13
CAPESIZE : AVERAGE DAILY EARNINGS HAVE GAINED ALMOST USD 6K WOW - FEARNLEYS
Handy
The rates in Feast are still firm this week even the activity calmed down a bit as chrtrs are not in a rush to cover even their end Sept carg ...
Wednesday, 18 September 13
IRON ORE AND ZINC ARE BEST PERFORMING MINING SECTORS IN CURRENT LOW PRICE, HIGH COST ENVIRONMENT - WOOD MACKENZIE
With the fall in commodity prices, cash margins in the mining industry have come under pressure. Accordingly, producers and investors are placing in ...
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- Indian Oil Corporation Limited
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- McConnell Dowell - Australia
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- Africa Commodities Group - South Africa
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- Goldman Sachs - Singapore
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- Petrochimia International Co. Ltd.- Taiwan
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- Trasteel International SA, Italy
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- Heidelberg Cement - Germany
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
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- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
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- Energy Development Corp, Philippines
- Romanian Commodities Exchange
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- Tata Chemicals Ltd - India
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- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Australian Coal Association
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- Deloitte Consulting - India
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
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- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
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- The University of Queensland
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- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
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- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
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- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- MS Steel International - UAE
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- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Planning Commission, India
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Barasentosa Lestari - Indonesia
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