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Thursday, 03 October 13
HANDY: PERIOD MARKET STAND IN GOOD POSITION - FEARNRESEARCH
Handy
Nickel ore and Bauxite was active last week but slowed down now due to Chinese holidays. Ships opened in North China fixed at US$ 11-13k levels to India and same to China. Nopac round traded mid 14k. There is less Iron ore from India area but still achieved US$ 9-10k dop for trip to China. S. Africa and WCI remained quiet however those able to trade Iran are fixed around US$ 16-17k and over US$ 20k for vessels open in PG. Period market stand in good position, owners are talking 4/6 months around US$ 11k but charterers are looking for eco candidates with softer number.
Panamax
After recent weeks rally in both hemispheres, we experienced a slowdown end of last week. With the Chinese away for holidays this week several players expected that the market would come off and we did experience a correction to the market with volumes of concluded business going down. But a clear market direction was not to be seen until today. Fresh cargoes have entered the market both in the Feast and in the Atlantic and we especially see more coal cargoes from USG and USEC for October dates - Rates have again started to climb. Tarvs are now being paid around US$ 15/17k depending on duration and redelivery while Pac rounds are fixing around the same levels. FFA values are again giving support to the period market and 1 year deals being concluded in region of US$ 12/13k for far east delivery. We do expect the market to keep this strong for the remaining week much supported by the demand in the Atlantic basin.
Capesize
After a couple of weeks with continuously increasing rates, a correction was bound to come, and it happened. However, in spite of lower rates the sentiment remains strong and FFA values are positive. On this basis, it is expected rates to pick up after the holidays in the east which makes most owners hesitant to fix this week. West Australia has dropped by almost US$ 2, but has found a floor around US$ 12. Front haul business has been more or less non existing since Vales last rush end of last week, but there is certainly expected Vale have more up their sleeves. Transatlantic round voyage is keeping steady, with relatively tight balance of ships on the continent.
Source: Fearnresearch
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Wednesday, 21 August 13
DRY BULK SHIPPING - POSITIVE WINDOW FOR CAPESIZE OWNERS - PETER SAND
By: Peter Sand, Chief Shipping Analyst, BIMCO
Demand:
“Expect the unexpected from the dry bulk market” was what we wrote last time ar ...
Wednesday, 21 August 13
RATES FOR CAPES MOVED DECISIVELY NORTH THIS WEEK - INTERMODAL
COALspot.com - Right when the BDI seemed ready for another dive below the 1000 points level, the Dry Bulk market made significant comeback this week ...
Tuesday, 20 August 13
AUSTRALIA NEWCASTLE COAL EXPORTS FALL 19.15 PERCENT ON WEEK
COALspot.com: Power plant and semi-soft coking coal shipments from Australia's Newcastle port fell 19.15 per cent week on week to 2.39 million mt f ...
Tuesday, 20 August 13
CAPESIZE RATES MORE SENSITIVE TO DEMAND - COMMODORE RESEARCH & CONSULTANCY
COALspot.com : Approximately 71.50 million tons of iron ore is now stockpiled at Chinese ports, 900,000 tons (-1%) less than a week ago, Commodore R ...
Sunday, 18 August 13
SUB-BIT FOB INDONESIA COAL SWAP : ON POSITIVE DIRECTION ON DAY, WEEK AND MONTH
COALspot.com – Sub-Bit Indonesia coal swaps (FOB ) for average Q4 2013 delivery US$ 1.83 up month on month. The swap was moved positive ...
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- Indogreen Group - Indonesia
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Planning Commission, India
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Goldman Sachs - Singapore
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
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