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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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Wednesday, 17 July 13
NEWCASTLE COAL EXPORTS FELL 3.85% ON WEEK
COALspot.com: Newcastle port in Australia has loaded 2,860,149 tons of coal for the week ended 0700 hours 15 July 2013, Newcastle Port Corp. s ...
Wednesday, 17 July 13
TORN BETWEEN A CREDIT CRUNCH AND SUSTAINABLE GROWTH - GEORGE DERMATIS
COALspot.com: In 2012 China expanded at a rate of 7.8%, its worst annual performance in 13 years, raising criticism over the newly appointed governm ...
Tuesday, 16 July 13
TAKE - OR - PAY CONTRACTS CONTINUE TO INCENTIVISE AUSTRALIAN COAL PRODUCERS DESPITE POTENTIAL NEGATIVE CASH MARGINS - WOOD MACKENZIE
Australia's coal production has continued to grow, despite lower coal prices in 2013. Global investors and suppliers are therefore questioning whet ...
Monday, 15 July 13
INDONESIAN GOVERNMENT HAS REVISED DOWN ITS JULY BENCH-MARK COAL PRICE TO US$ 81.69 PER MT
COALspot. com - Indonesian Coal Price Reference dropped 3.75 % and hitting a 2013 low. The Indonesian government has revised down its owned coal ben ...
Monday, 15 July 13
INDO COAL SWAPS ARE STRUGGLING FOR RIGHT DIRECTION
COALspot.com – Indo coal swaps are struggling to find the right direction. Sub-Bit Indonesia coal swaps (FOB ) for average August 2013 d ...
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- Malabar Cements Ltd - India
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- White Energy Company Limited
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- The University of Queensland
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- Power Finance Corporation Ltd., India
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- Semirara Mining Corp, Philippines
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- Independent Power Producers Association of India
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- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
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- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Romanian Commodities Exchange
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- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
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- Directorate General of MIneral and Coal - Indonesia
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- Antam Resourcindo - Indonesia
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- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
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- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
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- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
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- New Zealand Coal & Carbon
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- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
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- VISA Power Limited - India
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- CIMB Investment Bank - Malaysia
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- Gujarat Electricity Regulatory Commission - India
- Economic Council, Georgia
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- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
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- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Indonesian Coal Mining Association
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- Chamber of Mines of South Africa
- Australian Coal Association
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- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
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- Latin American Coal - Colombia
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- Kohat Cement Company Ltd. - Pakistan
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Parliament of New Zealand
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- Coastal Gujarat Power Limited - India
- Planning Commission, India
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- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
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