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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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Wednesday, 16 October 13
NEW STRATEGIES AND OPPORTUNITIES IN A RAPIDLY EVOLVING COAL INDUSTRY
The 12th Annual Coal Markets assumes even more significance as the industry seeks more market information, inputs on trade strategies, supply and de ...
Wednesday, 16 October 13
CAPES: RATES DROPPED; PANAMAX: ADVANCED - INTERMODAL
After a month and a half of straight weekly positive closings, the BDI has finished the week in the red. Monday started slow as holidays in the East ...
Wednesday, 16 October 13
WILL THIS LATEST DRY BULK MARKET UPTREND PROVE TO BE AS LONG-LIVED OR JUST ANOTHER MOMENTARY SPIKE? - CHRISTOS MANZTIOS
COALspot.com: So here we are again facing the same old question: Will this latest market uptrend prove to be as long-lived as all owners hope or jus ...
Wednesday, 16 October 13
KOSEP TO IMPORT 0.49 MILLION TONS OF 4600 NAR COAL FOR JAN - FEB '14
COALspot.com - Korea South-East Power Co., a Korean generator and distributor of electricity on behalf of five Korean Gencos intends to procure 490, ...
Tuesday, 15 October 13
CHINA COAL IMPORTS TO KEEP GROWING IN THE YEARS TO COME, ALBEIT AT A SLOWER RATE - EVA TZIMA / NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
In its latest monthly report, shipbroker Intermodal highlighted the growing role of coal in the energy mix. According to Intermodal's research anal ...
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- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- Baramulti Group, Indonesia
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Orica Mining Services - Indonesia
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Planning Commission, India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
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