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