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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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- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- SN Aboitiz Power Inc, Philippines
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
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