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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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Thursday, 25 July 13
CAPESIZE : PACIFIC AND ATLANTIC RATES ARE HOLDING STEADY - FEARNLEYS AS
Handy
The Far East market remains quiet even if some Indo coal trip orders were fed in the market at early this week. Prompt ships passing Singapor ...
Thursday, 25 July 13
SUMMER LULL CHIPPING AWAY RECENT GAINS IN DRY BULK FREIGHT RATES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
In what seems to be establishing as a permanent trend, at least for the time being, the dry bulk market kept on retreating yesterday, even if this r ...
Tuesday, 23 July 13
NEWCASTLE'S COAL EXPORTS CLIMB 17.82% ON WEEK, PORT'S DATA SHOWS
COALspot.com: Newcastle port in Australia has loaded 3,369,865 tons of coal for the week ended 0700 hours 22 July 2013, Newcastle Port Corp. s ...
Monday, 22 July 13
DRY BULK MARKET DIFFICULT TO MAINTAIN POSITIVE DRIVE CLAIMS SHIPBROKER - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
The dry bulk market has seen a significant recovery in recent weeks, leading most ship classes to earnings above their operating expenses, thus brin ...
Monday, 22 July 13
INDO COAL SWAP FOR AUGUST 13 DELIVERY GAINED ON WEEK BUT LOST ON DAY AND MONTH
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average August 2013 delivery slightly up on week but fell on day and month on Fri ...
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- Goldman Sachs - Singapore
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- VISA Power Limited - India
- Wilmar Investment Holdings
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- Rashtriya Ispat Nigam Limited - India
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- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- IHS Mccloskey Coal Group - USA
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Anglo American - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
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- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- White Energy Company Limited
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
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- Videocon Industries ltd - India
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- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
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