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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 $3,000 in a single day. That’s the beauty of dry bulk shipping. Demand for vessels is quite inelastic and not very responsive to changes in prices. When a charterer needs a vessel, he (she) needs a vessel. And when spot vessel availability is tight, an environment is created where freight rates are prone to large increases. With some many capesize vessels recently being chartered to haul long-haul Brazilian iron ore cargoes -- and with an increase in Drummond coal cargoes being poised to re-emerge in the market at some point like in the near future -- the already tight capesize market will become even tighter.
By: Jeffrey Landsberg | Managing Director, Commodore Research & Consultancy
About Commodore Research & Consultancy
Commodore Research & Consultancy is an independent New York City-based consultancy that focuses on the global demand, supply, and seaborne trade of industrial and agricultural commodities, with a particular focus on China. Commodore Research & Consultancy's analysts handle a wide variety of consulting requests and custom reports. Commodore Research & Consultancy also offers two standard report subscriptions (Dry Bulk Report Subscription and China Report Subscription).
Views expressed herein are personal views of the author and not that of COALspot.com. We welcome article submissions from experts in the areas of coal, mining, shipping, etc. To submit your articles please click here
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Friday, 13 September 13
DIRECTOR GENERAL OF MINERAL AND COAL OF INDONESIA REVISED UP COAL PRICE REFERENCE TO US$ 76.89
COALspot. com - The Indonesian government has revised up its owned coal bench mark price by US$ 0.19/ MT to US$ 76.89 for September 2013 deliveries ...
Thursday, 12 September 13
PANAMAX : PACIFIC ROUNDS ARE NOW REPORTED BETWEEN USD 13K AND 15K PER DAY - FEARNRESEARCH
Handy
Nickel ore is a key support SE Asia/Feast rate at the moment; vessel in N.China were fixed around USD 11-12k, ships in mid China can expect a ...
Thursday, 12 September 13
OVER THE WORST? WE MIGHT FIND OUT THIS WEEK - BIMCO
The shipping market has a spring in its step, even as summer draws to a close. There is it seems, confidence that finally, we are emerging into the ...
Thursday, 12 September 13
DRY BULK MARKET RALLY COMES AT A GOOD TIME FOR MOST SHIP OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The latest surge of the dry bulk market has helped offset other lingering factors, which otherwise, could have plunged freight rates to new lows. Fo ...
Wednesday, 11 September 13
ASIA - PACIFIC THERMAL COAL MARKET TO REMAIN OVERSUPPLIED IN NEXT 12 MONTHS - FITCH RATINGS
COALspot.com: Fitch Ratings says the Asia-Pacific thermal coal market will remain oversupplied in the next 12 months because strong production has b ...
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- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Mjunction Services Limited - India
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Binh Thuan Hamico - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Straits Asia Resources Limited - Singapore
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- The University of Queensland
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Alfred C Toepfer International GmbH - Germany
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