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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 $3,000 in a single day. That’s the beauty of dry bulk shipping. Demand for vessels is quite inelastic and not very responsive to changes in prices. When a charterer needs a vessel, he (she) needs a vessel. And when spot vessel availability is tight, an environment is created where freight rates are prone to large increases. With some many capesize vessels recently being chartered to haul long-haul Brazilian iron ore cargoes -- and with an increase in Drummond coal cargoes being poised to re-emerge in the market at some point like in the near future -- the already tight capesize market will become even tighter.
By: Jeffrey Landsberg | Managing Director, Commodore Research & Consultancy
About Commodore Research & Consultancy
Commodore Research & Consultancy is an independent New York City-based consultancy that focuses on the global demand, supply, and seaborne trade of industrial and agricultural commodities, with a particular focus on China. Commodore Research & Consultancy's analysts handle a wide variety of consulting requests and custom reports. Commodore Research & Consultancy also offers two standard report subscriptions (Dry Bulk Report Subscription and China Report Subscription).
Views expressed herein are personal views of the author and not that of COALspot.com. We welcome article submissions from experts in the areas of coal, mining, shipping, etc. To submit your articles please click here
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Monday, 26 August 13
CARRIAGE OF COAL CARGOES FROM KALIMANTAN, INDONESIA - WEST OF ENGLAND P&I CLUB
The Club has recently been advised by consulting scientists and engineers Dr J H Burgoyne and Partners (International) Limited that the number of in ...
Sunday, 25 August 13
API 8 CFR SOUTH CHINA COAL: HEADING TO NORTH
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average Q4 2013 delivery US$ 2.39 up month on month. The swap was moved positive ...
Sunday, 25 August 13
THE FREIGHT MARKET S7 & S8 SECTOR IS EXPECTED TO BE STEADY/FIRM NEXT WEEK - VISTAAR
COALspot.com - The freight market continued to be firm with all indices moved positive except for Panamax which was slightly down (2 pct down).
T ...
Friday, 23 August 13
US PRODUCED MORE COAL WEEK ON WEEK - EIA
COALspot.com – United states the world’s second largest coal producer produced totaled approximately 20.80 million short tons (mmst) of ...
Thursday, 22 August 13
PANAMAX : PERIOD MARKET IS STILL BEING LED BY STRONGER SENTIMENT IN THE FFA'S - FEARNRESEARCH
Handy
This week started slowly as expected. Indo biz now rate APS around 7k +60k to china and around 8k+80k to India. However, there are some ships ...
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- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- VISA Power Limited - India
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Bhushan Steel Limited - India
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Bhatia International Limited - India
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
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