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Thursday, 13 February 14
PANAMAX : NOT ENOUGH REQUIREMENTS TO KEEP THE ATLANTIC MARKET FLOATING - FEARNLEYS AS
 Handy
After the Chinese holidays the week started on a positive note. Owners are talking higher rates but chrtrs are still somehow reluctant to move. Indo/India is being fixed at around USD 8k bss APS and we see owners rating around mid 12k for 1-year period. Short periods are being fixed in region USD 9,500-10,000 depending on vessels specs. In the Atlantic we also see improved expectations and more activity. The rates are down w.o.w but the general attitude is more positive than last week.
Panamax
It is full of action, thrill and excitement. No, it is not the Atlantic Panamax market but the Winter Olympics in Sochi.
There are simply not enough requirements to keep the Atlantic market floating, giving Owners about 10k on longer rounds, down to poor 8k for a Murmansk run. However, front haul still holding as most Owners prefer to stay in the Atlantic basin in anticipation of a better future just around the corner. ECSA rounds paying 17 +700 APS but voyage rates still under pressure with an armada of ballasters approaching. More activity and a better return in the East, from upper 9k´s for Aussie rounds to above 11k for NOPAC. The gap between period and spot is still significant, with short period up to a year in the 14k-15k range adjusted by spec and delivery. The forward curve holding around 14k for the next 10 months indicating some optimism predominantly for Q2 and Q4.
Capesize
The contango evident for this segment is becoming ever more fascinating, if not worrying. With daily earnings now just barely covering opex, and market clearly overtonnaged, the premiums for forward dealings are considerable. March paper now trade at 50% up, Q2 at 90%, Q3 at 175% and Q4 at 360% in comparison to present real average spot value of less than USD 8k. Unless we see dramatic spot improvements in the weeks to come, FFA- and consequently period levels are in for a correction. Recent representative fixtures include 179k dwt/blt 2010 delivering S. Korea prompt for 13-15 months at USD 23k and 177k dwt/blt 2005 delivering China prompt for 8-10 months at BCI ave4tc +8%.
Source: Fearnresearch
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Wednesday, 15 January 14
INDONESIAN MINING LAW AVERTS BOP PRESSURE, RISKS REMAIN, FITCH SAYS
The last-minute intervention at the weekend by Indonesia's politicians to avert a significant disruption of mining activity and exports, should lim ...
Wednesday, 15 January 14
Q3 AND Q4 INDONESIAN COAL SWAPS DECLINE MONTH ON MONTH
COALspot.com – Sub-Bit Indonesia coal swap (FOB) for average Q1’ 14 delivery lost $ 1.23 pmt month on month on Friday 10 January 2014. T ...
Wednesday, 15 January 14
PANAMAX: PACIFIC - REMAINED QUIET; ATLANTIC - CONTINUED THEIR RETREAT
COALspot.com: The holiday hangover seems well underway for the Dry Bulk market that saw more ground being lost this past week. The BDI has closed of ...
Tuesday, 14 January 14
AUSTRALIAN NEWCASTLE PORT'S WEEKLY COAL EXPORTS FALL 18.28 %
COALspot.com: In the week ended January 13, power plant and semi-soft coking coal shipments from the port of Newcastle in Queensland, totalled 2.67 ...
Monday, 13 January 14
INDONESIAN ORE BAN TO HAVE LIMITED IMPACT ON CHINESE ALUMINIUM PRODUCERS, FITCH RATINGS SAYS
COALspot.com: Fitch Ratings says today that Indonesia's ban on exports of unprocessed mineral ore will have limited impact on Chinese aluminium pro ...
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- London Commodity Brokers - England
- The University of Queensland
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Mercator Lines Limited - India
- ASAPP Information Group - India
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Planning Commission, India
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Ministry of Transport, Egypt
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- Jindal Steel & Power Ltd - India
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
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