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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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Sunday, 22 December 13
QUIET FREIGHT MARKET DUE TO LONG HOLIDAYS
COALspot.com: The market was soft this week with all indices down. However towards second half of the week the futures on segments was firming up.
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Friday, 20 December 13
US PRODUCED 2.71% MORE COAL WEEK ON WEEK
COALspot.com – United States the world’s second largest coal producer, produced approximately 18.9 million short tons (mmst) of coal in ...
Friday, 20 December 13
DRY BULK MARKET SLUMPS AHEAD OF HOLIDAY SEASON - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
As has been the case in recent years, the dry bulk market has been on a downward trend ahead of the Holiday Season for a large part of the world. Th ...
Thursday, 19 December 13
SHIPPING CONFIDENCE HITS THREE-YEAR HIGH - MOORE STEPHENS
Overall confidence levels in the shipping industry rose to their highest level for more than three years over the three-month period to November 201 ...
Wednesday, 18 December 13
SNP ACTIVITY IN CHINA SEEMS TO BE SLOWING DOWN - CHRISTOS TRAGEAS
Approaching the end of the year, SnP activity in China seems to be slowing down in comparison to the first half of this quarter, as most Chinese Shi ...
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- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Eastern Energy - Thailand
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- ASAPP Information Group - India
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- White Energy Company Limited
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
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