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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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Tuesday, 30 July 13
AUSTRALIA'S NEWCASTLE SHIPPED 12.58 PERCENT LESS COAL W-O-W
COALspot.com: Newcastle port in Australia has loaded 2,945,848 tons of coal for the week ended 0700 hours 29 July 2013, Newcastle Port Corp. s ...
Monday, 29 July 13
INDONESIA'S ENERGY NEEDS COULD SPELL GOOD NEWS FOR TANKER OWNERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Despite abundant energy resources, Indonesia has still failed meet its own demand, which led to a rising import of crude. According to the latest we ...
Sunday, 28 July 13
SUB-BIT INDONESIA COAL SWAP UP SLIGHTLY FOR SEPTEMBER CARGOES
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average September 2013 delivery slightly up on day and week but fell on month on ...
Saturday, 27 July 13
CEPL INDIA TO BAG 0.3 MILLION TONS OF COAL SUPPLY ORDER FROM TNPL
COALspot.com - An India based coal trader Coastal Energy Private Limited has offered the lowest price of US$ 73.00 per metric ton for calorific valu ...
Saturday, 27 July 13
INDONESIA TO INDIA SUPRAMAX FREIGHT RATES ARE EXPECTED TO REMAIN STEADY - CAPT.REDDY
COALspot.com : The freight market seemed to soften this week with BDI , Cape and Panamax indices dropped average 5 percent on week.
The BDI was d ...
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- Riau Bara Harum - Indonesia
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Indika Energy - Indonesia
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Ministry of Finance - Indonesia
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Australian Coal Association
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Global Coal Blending Company Limited - Australia
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- VISA Power Limited - India
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- The University of Queensland
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
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