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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, 30 August 13
US COAL PRODUCTION FELL 0.48 PERCENT WEEK ON WEEK - EIA
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.70 million short tons (mmst) of ...
Thursday, 29 August 13
HANDY: THE PACIFIC MARKET STARTED HEALTHY THIS WEEK - FEARNRESEARCH
Handy
The Pacific market started healthy this week. We have seen many bauxite, iron ore and few coal fixtures. Ships passing Singapore were able to ...
Thursday, 29 August 13
NO RATING IMPACT ON INDONESIAN ENERGY COMPANIES FROM RUPIAH DEPRECIATION - FITCH RATINGS
Fitch Ratings says the credit profiles of rated Indonesian energy and utilities companies, including thermal coal producers, will largely remain una ...
Wednesday, 28 August 13
THE BDI HAS MOVED TO LEVELS CONSIDERABLY STRONGER THAN THE BEGINNING OF THE YEAR - INTERMODAL
By George Bassakos
SnP Broker - Intermodal
We have already reached the end of August and whilst students are preparing themselves for another sc ...
Tuesday, 27 August 13
AUSTRALIA NEWCASTLE COAL EXPORTS JUMPED 15.59 PERCENT ON WEEK
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port up 15.59 per cent week on week to 2.76 million mt for ...
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- LBH Netherlands Bv - Netherlands
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- The University of Queensland
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- Petron Corporation, Philippines
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- Minerals Council of Australia
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- Baramulti Group, Indonesia
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
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- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
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- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
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- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
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- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Planning Commission, India
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
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- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Latin American Coal - Colombia
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- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
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