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.
|
|
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 ...
|
|
|
Showing 4031 to 4035 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Orica Australia Pty. Ltd.
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Makarim & Taira - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Grasim Industreis Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Wood Mackenzie - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- PowerSource Philippines DevCo
|
| |
| |
|
