We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 19 November 13
SHIP OWNER POUR MORE MONEY INTO DRY BULK CARRIER ACQUISITIONS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The recent dry bulk market's rally, coupled with an expected fall in oversupply and robust cargo demand has boosted ship owners' optimism on the l ...
Monday, 18 November 13
SUB-BIT INDONESIA COAL SWAP LOST ON WEEK; MARGINALLY GAINED ON DAY
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q1’ 14 delivery gained $ 1.25 pmt month on month on Friday 15 Novemb ...
Sunday, 17 November 13
Q4' 14 API 8 CFR SOUTH CHINA COAL SWAP CLOSED $ 3.43 PMT (4.34 %) HIGHER THAN Q1' 14 SWAP
COALspot.com : API 8 CFR South China Coal swaps for average Q1’ 14 delivery gained 0.05 percept d-d on Friday 15 November 2013. The CFR South ...
Saturday, 16 November 13
INDONESIA TO INDIA SUPRAMAX FREIGHT RATES FIRM DUE TO STRONG COAL ACTIVITIES
COALspot.com: The Cape and Panamax index was down this week and pulling down the BDI by about 5 pct. BDI was closed at 1507 points on Friday 1 ...
Friday, 15 November 13
DRY BULK MARKET STILL LINGERING ON, DESPITE PREDICTIONS OF NEW IMMINENT RALLY PRIOR TO THE YEAR'S END - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The dry bulk market hasn't yet managed to stage a new comeback after its retreat from the recent multiyear highs. Yesterday, the industry's benchm ...
|
|
|
Showing 4006 to 4010 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Thiess Contractors Indonesia
- The University of Queensland
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- Miang Besar Coal Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Economic Council, Georgia
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Riau Bara Harum - Indonesia
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Bukit Makmur.PT - Indonesia
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
|
| |
| |
|
