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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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Tuesday, 10 September 13
COAL EXPORTS AT AUSTRALIA'S NEWCASTLE PORT SLIP 30.31% ON WEEK TO 2.36 MMT
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port down 30.31 per cent week on week to 2.36 million mt f ...
Tuesday, 10 September 13
WORLDWIDE COAL CONSUMPTION RISES SHARPLY - RA DR. ERICH SCHMITZ
By: RA Dr. Erich Schmitz, Verein der Kohlenimporteure (Germany Coal Importers Association)
World hard coal market in the first half of 2013: worl ...
Monday, 09 September 13
REBOUND IN NEWBUILDING ORDERS HASN'T HURT DRY BULK MARKET PROSPECTS, BUT SHIP OWNERS SHOULD STILL BE CAUTIOUS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Since the start of 2013 and up until the end of August, one thing has really caught the headlines in the dry bulk market, except of course, the frei ...
Sunday, 08 September 13
Q3 2014 THERMAL COAL SWAPS : STEADY DIRECTION
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q4 2013 delivery up 1.88 percent month on month. The swap was moved ...
Sunday, 08 September 13
BALTIC INDEX UP ON HIGHER CAPESIZE, PANAMAX RATES
COALspot.com : The freight market continued saw one of the biggest rally last week with Cape Size taking the lead followed by Panamax.
The BDI wa ...
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- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Planning Commission, India
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- The University of Queensland
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- SMG Consultants - Indonesia
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Miang Besar Coal Terminal - Indonesia
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- Orica Australia Pty. Ltd.
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
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