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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, 12 August 13
GBCE SUCCESSFUL IN UPGRADING LOW RANK INDONESIAN COAL ON INDUSTRIAL SCALE
COALspot.com : GB Clean Energy Ltd. (GBCE) has annoused that, the company has successfully upgraded 2,426 tonnes of low rank 4,018 kcal NAR Ind ...
Monday, 12 August 13
INDIA - SAFE SHIPMENT OF IRON ORE FINES FROM INDIAN PORTS - WEST OF ENGLAND P&I CLUB
As Members may be aware, in 2009 two ships, the ‘Asian Forest’ and the ‘Black Rose’, capsized and sank following the liquefa ...
Sunday, 11 August 13
INDONESIAN COAL SWAPS : FLAT ON DAY
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average Q4 2013 delivery flat on day due to holidays in Indonesia, Malaysia & ...
Sunday, 11 August 13
SUPRAMAX FREIGHT RATES FROM INDONESIA TO INDIA CONTINUED TO BE SOFT - VISTAAR
COALspot.com : The freight market was soft this week with all indices down , the reason could be long weekend holidays in Indonesia, Singapore and M ...
Saturday, 10 August 13
MOODY'S: OUTLOOK FOR US COAL INDUSTRY CHANGES TO STABLE FROM NEGATIVE
Moody's Investors Service has changed its outlook for the US coal industry to stable from negative, the rating agency says in a new report, "U ...
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- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Ambuja Cements Ltd - India
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Rashtriya Ispat Nigam Limited - India
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- Australian Coal Association
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Kepco SPC Power Corporation, Philippines
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