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Saturday, 02 November 13
DRY BULK SHIPPERS AREN'T CELEBRATING, BUT THEIR SILENCE IS GOLDEN - MARKET REALIST
 In October, performance for major dry bulk shipping companies was mixed. Companies like DryShips Inc. (DRYS) had pulled back more than Diana Shipping Inc. (DSX), while a few like Safe Bulkers Inc. (SB) and Navios Maritime Holdings Inc. (NM) were able to hold onto gains in August and September.
Recap of this week’s key indicators
Despite recent sell-offs, the medium-to-long-term outlook of the dry bulk shipping industry hasn’t changed. Rising ship orders continue to reflect managers’ optimism, and the construction level is slowing down, which means future capacity growth will be lower. Higher scrapping activity likely reflects short-term weakness. But if the long-term trend holds, we should see scrapping activity come down soon.
While early shipments of iron ore led to an earlier peak in shipping rates, and shipping rates (Capesize in particular) have fallen in October, the dry bulk trade should continue to grow into 2014. Falling iron ore prices will reflect new iron ore production rather than weaker demand, which will support iron ore trade.
Despite higher iron ore inventory in China, it remains significantly below the long-term trend line, suggesting room for further purchases of iron ore over the medium to long term. In the short term, we can face headwinds because the interest rate in China has risen and credit is tighter than before. Because holding iron ore at ports costs money, tighter credit and higher interest rate is a short-term headwind. It’s important to be cautious, but it’s also key not to get scared. With steel price in China near the long-term support, the government would likely step in to support the economy if it faltered.
Silence is golden
As dry bulk shipping rates have fallen, so has the mention of dry bulk shippers in the news. But silence is golden. It’s times like this, when nobody is saying anything, that investors are slowly building positions and advancing like silent troops in the night. As long as these trends remain positive, we should see dry bulk shipping companies deliver positive returns over the next few months and quarters.
For those who missed last week’s series that contained several indicators about China’s economic activity, see Weekly trends that affect dry bulk shipping companies’ future.
economic activity, see Weekly trends that affect dry bulk shipping companies’ future.
Source: Market Realist / Hellenic shipping news
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Wednesday, 01 January 14
COAL & OIL TO SET UP ANOTHER 1,600 MW POWER PLANT IN INDIA - VENKATARAMANI
COALspot.com: Dubai-based Coal & Oil (C&O) Group is planning to make additional investment of around US$ 1.61 billion to set up 1,600 mega w ...
Wednesday, 01 January 14
DRY BULK CARRIER OWNERS ANTICIPATING AN EVEN STRONGER 2014 YEAR - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
To begin with, The Hellenic Shipping News Worldwide team would like to wish you all a Happy and Prosperous 2014! We begin the New Year with our firs ...
Tuesday, 31 December 13
INDONESIA'S COAL PRODUCTION COULD HIT 450 MMT IN 2014 - ICMA
COALspot.com: Indonesia, the fourth largest coal producer and largest coal exporter in the world, to increase coal output in year 2014 instead of th ...
Tuesday, 31 December 13
U.S. COAL PRODUCTION INCREASED WEEK ON WEEK, EIA SAYS
COALspot.com – United States the world’s second largest coal producer, produced approximately 19.5 million short tons (mmst) of coal in ...
Tuesday, 31 December 13
MORE THAN $21 BILLION INVESTED IN SECOND HAND SHIP PURCHASES IN 2013
One thing that was apparent in the sale and purchasing markets during 2013 was the ship owners' larger appetite for vessel acquisitions, as most so ...
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- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- The University of Queensland
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Kobexindo Tractors - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- Central Electricity Authority - India
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
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