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Thursday, 27 March 14
PANAMAX : SEEMS TO HEAD FURTHER DOWN; CAPESIZE : ANOTHER CHOPPY AND UNPREDICTABLE WEEK - FEARNLEYS AS
 Handy
A weaker sentiment for the smaller size as well, with reduced activity in the Atlantic where Owners have to face significantly lower returns. Owners in the USG suffering the most, where fronthaul is down 20% w-o-w to around 20k/day and trip across at 15k. That is for those able to find it. Continent holding slightly better where 17k level achievable for trips to east Med. Despite some uncertainty in the Crimea, Med holding fairly well as does South Atlantic with above 14 + 400 done to the east. Overall a gradually negative trend is about to be established in the Far East with a growing list of open positions and reduced volumes of fresh requirements. Indonesian coal still moving in the 13-14k range, but more owners looking for coverage in short or medium period in the mid 14 area.
Panamax
Panamax market seems to head further down, lack of fresh requirements and China seems not to buy the expected grain from South America, due to price and/or quality matters. This trade normally absorb a significant amount of Panamax tonnage on fronthaul. The iron ore from Brazil also mainly covered on Capes. Atlantic is consequently flooded with prompt tonnage. Atlantic rounds are fixed in the 5-6k region depending duration some even less. Vessels ballasting from USG further south and fronthaul paying mid 15k plus a 550k bonus. Pacific upto now holding a more steady pace, covered in the 10-11k levels, but for how long. Period trading recently fixed in 14-14,5k for 1 year but seems to be under pressure as well, paper values not looking god for Q2. Short term we expect still oversupply of tonnage and lack of cargoes.
Capesize
The Cape market has experienced another choppy and unpredictable week. Although there has been less activity on the Tubarao/China route, rates have held steady between USD 26 and 27 PMT. T/A rates maintain their levels at about 25k/day. The West Australia market, whilst being extremely actively fixed, has been the volatile route. C5 has seen a high of USD 12 PMT, and a recent low of 10 PMT. This represents a loss of about 10k on the TCE for a BCI 180 dwt vessel. This fluctuation has driven (and been driven by) significant paper sell-offs. April and Q2 FFA contracts lost USD 3,740 and 3,000, respectively, on Tuesday. It is difficult to tell whether this represents bearish sentiment toward the front end, or simply profit taking from some of the bigger traders. At the time of writing, the FFA market has stabilized somewhat, and what happens next is difficult to predict.
Source: FEARNLEYS AS
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Thursday, 20 March 14
CAPESIZE: WEST AUSTRALIA TO CHINA RATES HAVE CLIMBED BACK TOWARD USD 11 PMT - FEARNRESEARCH
Handy
From a slight improvement in the Atlantic to a more mixed picture this mid week. North Atlantic rounds showing softening signs whereas S ...
Wednesday, 19 March 14
INSTEAD OF DECIDING WHETHER THE GLASS IS HALF FULL OR HALF EMPTY, I AM CURRENTLY GLAD THERE IS WATER IN THE GLASS - EVA TZIMA
By Eva Tzima
Research Analyst
Intermodal Research & Valuations
Right when you think that you have all your facts straight, right wh ...
Wednesday, 19 March 14
EUROCOKE SUMMIT 2014
Press Release: ThyssenKrupp, Steel Institute VDEh, SSI and more headline Smithers Apex’s Eurocoke Summit
The leading coke, coal and s ...
Wednesday, 19 March 14
DRY BULK MARKET REBOUND LEADS TO MORE NEWBUILDING ORDERS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The steady rise of the dry bulk market, as evidenced by the return, yesterday, of the Baltic Dry Index above the 1,500-point mark (1,518), is fu ...
Tuesday, 18 March 14
SECOND QUARTER SUB-BIT FOB INDONESIA COAL SWAP LOST 3.27% IN A MONTH
COALspot.com – Indonesia, the world’s largest exporter of the thermal coal's swaps for delivery April - June 2014 gained this pa ...
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- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Aditya Birla Group - India
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Thai Mozambique Logistica
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
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