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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, 07 November 13
THE ENERGY INDUSTRY'S RISING WATER CHALLENGE - WOOD MACKENZIE
Water poses a variety of business risks for the energy industry, and could play an influential role in shaping the future energy supply mix, accordi ...
Thursday, 07 November 13
HANDY : INDO/CHINA ROUNDS ARE SEEING BIDS AT AROUND $16K
Handy
In the Atlantic we have seen more activity this week with several fixtures being concluded at firm rates. USG/Feast been reported at 30k and ...
Wednesday, 06 November 13
THE BIGGER SIZE SEGMENTS LOST GROUND WHILE SUPRAS AND HANDIES HELD ON TO THEIR GAINS - INTERMODAL
Chartering (Wet: Stable+ / Dry: Stable- )
A mirror image of the week prior for the Dry Bulk market, as once more the bigger size segments los ...
Wednesday, 06 November 13
WILL NEW ORDERS DRIVE THE MARKET DOWN AGAIN ONCE DELIVERIES COMMENCE
"While there are many concerns on whether the new orders will drive the market down again once deliveries commence, the second half of 2013 has ...
Tuesday, 05 November 13
AUSTRALIA'S NEWCASTLE PORT SEES DROP IN COAL EXPORTS W-W
COALspot.com: In the week ended November 4, Power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, totaled 2.77 m ...
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- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
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- The Treasury - Australian Government
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- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
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- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
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- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
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- GMR Energy Limited - India
- CNBM International Corporation - China
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- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Gujarat Sidhee Cement - India
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Economic Council, Georgia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Indika Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- The University of Queensland
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Minerals Council of Australia
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Australian Coal Association
- Posco Energy - South Korea
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Planning Commission, India
- Wood Mackenzie - Singapore
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