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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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Thursday, 05 December 13
PANAMAX : THE FIRM TENDENCY CONTINUES - FEARNRESEARCH
Handy
It has been an active week for the Supramax and Handysize segment. USG is almost boiling and charterers looking to cover their December stems ...
Wednesday, 04 December 13
INDONESIAN COAL EXPORTS VOLUME AND REVENUE IN OCTOBER MARCHED TOWARDS NORTH
COALspot.com: Indonesia, the world's 4th largest coal producer and the largest multi grade coal exporter shipped over $1.76* billion worth of ...
Wednesday, 04 December 13
WEST AUSTRALIA IRON ORE FIXTURES ALSO CONTINUING TO PROVIDE A STEADY FLOW OF BUSINESS FOR CAPES - INTERMODAL
The Dry Bulk market has reversed course this past week, bringing back some of the lost excitement of the past month, as all size segments climbed hi ...
Wednesday, 04 December 13
THE BUYERS' DEMAND IS CONTINUOUSLY BULLISH - KONSTANTINOS KONTOMICHIS
The very low rates that prevailed for the bigger part of 2013 seem to have prepared the ground for buying opportunities for shipping investors. The ...
Wednesday, 04 December 13
SGX AND CFA TO COLLABORATE TO DEVELOP DERIVATIVES MARKETS IN CHINA AND SINGAPORE
Singapore Exchange (SGX) and the China Futures Association (CFA) are cooperating in the development of derivatives markets in China and Singapore.
...
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- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- The University of Queensland
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Grasim Industreis Ltd - India
- Planning Commission, India
- Electricity Generating Authority of Thailand
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- PTC India Limited - India
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
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