We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 16 September 13
WHAT RECOVERY MEANS FOR THE CAPESIZE MARKET - COMMODORE RESEARCH
COALspot.com: The simple fact that capesize rates have been able to increase above the $9,000/mark and become much more responsive to changes in car ...
Monday, 16 September 13
CFR SOUTH CHINA COAL SWAP: STABLE TO STEADY
COALspot.com : SGX has launched API 8 CFR South China Coal Swap on 29 April 2013 and SGX replaced the previous swap.
API 8 CFR South China Coal s ...
Monday, 16 September 13
INDONESIAN SUB-BIT COAL SWAP STRUGGLING TO FINDS THE RIGHT PATH
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q4 2013 delivery down 0.75 percept month on month on Friday 13 Septe ...
Sunday, 15 September 13
CAPE FREIGHT RATES RISE ON HIGH DEMAND AND TIGHT AVAILABILITY - CAPT. REDDY
COALspot.com : The BDI, Cape and Panamax indices are continued to rise and saw a steep surge with average index in these segments up around 25 pct w ...
Friday, 13 September 13
US COAL OUTPUT SLIPS 3.34% ON-WEEK
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.20 million short tons (mmst) of ...
|
|
|
Showing 4121 to 4125 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- CNBM International Corporation - China
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
|
| |
| |
|
