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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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Monday, 04 November 13
API 8 CFR S.CHINA COAL SWAP FOR Q3' 2014 DELIVERY CLOSED 3.65% HIGHER COMPARED TO Q1' 2014 PRICE
COALspot.com : API 8 CFR South China Coal swaps for average Q4 2013 delivery fell 0.24 percept W-W on Friday 1 November 2013. The CFR South China Co ...
Sunday, 03 November 13
H2' 2014 INDONESIAN COAL PRICE ( SWAPS) SHOWS POSITIVE TREND
COALspot.com – Sub-Bit Indonesia coal swap (FOB ) for average Q1’2014 delivery gained 0.24 percept week on week on Friday 1 ...
Sunday, 03 November 13
THE CAPE SIZE INDEX FELL 13.61 PCT W-W
COALspot.com: The freight market continued to soften on the cape and panamax sectors , however the supramax and handy size remained fairly firm.
...
Friday, 01 November 13
US'S COAL PRODUCTION UP 0.9 PERCENT W-W
COALspot.com – United States the world’s second largest coal producer, produced approximately 19.3 million short tons (mmst) of coal in ...
Friday, 01 November 13
DRY BULK MARKET IN FIRST POSITIVE SIGN IN DAYS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Owners of dry bulk carriers are well aware of the rollercoaster ride that has been the market for their vessels over the past few years. This trend ...
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- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Posco Energy - South Korea
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Petron Corporation, Philippines
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Lanco Infratech Ltd - India
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- Economic Council, Georgia
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- Singapore Mercantile Exchange
- Indian Energy Exchange, India
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Energy Development Corp, Philippines
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Central Java Power - Indonesia
- PTC India Limited - India
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Heidelberg Cement - Germany
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
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