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