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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, 09 July 13
CAPESIZE: SHOT UP; PANAMAXES: NOT SO LUCK; SUPRAS: SLIGHTLY BETTER; HANDIES: SOFT - INTERMODAL
COALspot.com : June 2013 Recap
A renewed Capesize market this month (June 2013) was the cause for much of the overall noteworthy performanc ...
Tuesday, 09 July 13
THE 11TH DEEP COAL PROCESSING FORUM 2013
Press Release : The 11th Deep Coal Processing Forum 2013 will be held in November Beijing China.
CDMC Events is pleased to announce that 11 ...
Monday, 08 July 13
ECO-FRIENDLY COAL FOR CHINA - VALUE FOR THE ENVIRONMENT AND VALUE FOR THE POWER GENERATOR - BY: LINDSAY JUNIPER
COALspot.com : January 2013 saw an episode of extreme particulate pollution in Beijing 35 times worse than the safe level recommended by the World H ...
Sunday, 07 July 13
FREIGHT MARKET IS EXPECTED TO BE SOFT TO STABLE NEXT WEEK- VISTAAR
COALspot.com - The freight market softened for the week ended 5 July 2013, and experienced a decline in all sectors, including BDI. Bulk dry Index d ...
Sunday, 07 July 13
COAL PRICES REMAIN UNDER PRESSURE
COALspot.com – Coal swaps for the year 2014 indicate that, the pressure on coal prices will continue at least until next year. Ave ...
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- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- Port Waratah Coal Services - Australia
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- The University of Queensland
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Aditya Birla Group - India
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Tata Chemicals Ltd - India
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Australian Commodity Traders Exchange
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
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