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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, 06 September 13
DRY BULK MARKET REACHES NEW YEAR-HIGHS ON THE BACK OF INCREASED CAPESIZE DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market has been on the rise once again, but this time around any new increase of freight rates translates into new year-highs, thus bri ...
Friday, 06 September 13
US PRODUCED APPROXIMATELY 90.80 MMST OF COAL IN AUGUST
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.90 million short tons (mmst) of ...
Thursday, 05 September 13
INDONESIAN COAL EXPORTS UP BY 6.72 PERCENT IN JULY
COALspot.com: Indonesia, the world's largest multi grade coal exporter shipped 35.268* million tons of coal in July 2013. Indonesian coal exp ...
Thursday, 05 September 13
HANDY: NICKEL ORE WAS PUSHING THE FAR EAST MARKET - FEARNLEYS
Handy
Nickel Ore was pushing the Feast market, several ships were fixed from low teens to $14k. Indo/India was still supported by bauxite, while th ...
Thursday, 05 September 13
DRY BULK MARKET ON A HIGH ROLL, MAINLY THANKS TO CAPESIZE APPETITE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Capesize owners have been rejoycing on the back of renewed optimism for the further rise in the dry bulk market's freight rates, especially when on ...
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- VISA Power Limited - India
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- Billiton Holdings Pty Ltd - Australia
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- Ambuja Cements Ltd - India
- Economic Council, Georgia
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- Power Finance Corporation Ltd., India
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- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
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- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
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- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
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- Parliament of New Zealand
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- Siam City Cement - Thailand
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Kartika Selabumi Mining - Indonesia
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
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- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- PTC India Limited - India
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Rio Tinto Coal - Australia
- The University of Queensland
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Rashtriya Ispat Nigam Limited - India
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Larsen & Toubro Limited - India
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
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