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