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Monday, 04 August 14
ANNUAL SECOND HALF SURGE IN BRAZILIAN IRON ORE EXPORTS ABOUT TO BEGIN - JEFFREY LANDSBERG
 COALspot.com: Great strength in the capesize market has all along been set to occur during the second half of this year, as that is when Brazilian iron ore shipments surge ever year. Data released from Vale last week shows that iron ore shipments during the first half of this year, while up considerably on a year-on-year basis, decreased from the second half of 2013 by 23.7 million tons (-14%). Iron ore shipments during the first half of this year totaled 144.7 million tons, while shipments during the second half of 2013 totaled a record 168.4 million tons.
Such a large decrease in Vale’s iron ore shipments occurs during the first half of every year, as Brazilian iron ore production is very seasonal. Every year sees a surge in Brazilian iron ore production (and shipments) occur during the second half of the year, followed by a large decline during the first half of the following year, and then a large increase again during the second half of that year. For example, the first half of 2013 saw Vale’s iron ore shipments total 137.2 million tons. The second half of 2013 saw Vale’s iron ore shipments increase to 168.4 million tons. The first half of 2014 saw Vale’s iron ore shipments fall to 144.7 million tons. The decline is normal, expected, and puts pressure on capesize rates.
A very large decrease in Vale’s iron ore shipments occurs during the first half of every year, and yet capesize rates still managed to average $14,135/day during the first half of this year. This is a far cry from the first half of 2013, which saw capesize rates average only $6,136/day. At present, some analysts hold a flawed view of the capesize market. In spite of the annual decline in first half of the year Brazilian iron ore shipments, capesize rates still averaged $14,135/day and saw several short-term and medium-term surges in rates. As recently as June, capesize rates peaked three separate times with all three of June’s peak coming just a few hundred dollars shy of exceeding the $15,000 level.
While Brazilian iron ore shipment volume and capesize rates experienced a lull in July, a very large surge in Brazilian iron ore shipments is about to begin. Vale’s performance report released last week showed that its iron ore shipments during the first half of this year totaled 144.7 million tons. Vale also announced that its total shipment volume for this year is expected to reach at least 321 million tons. Vale is extremely likely to meet this target (and very possibly exceed it), which means that Vale's iron ore shipments during the second half of this year will total at least 176.3 million tons. This would mark an increase of 31.6 million tons (22%) from shipments seen during the first half of this year.
Great strength in the capesize market has all along been set to occur during the second half of this year; the fundamentals have not changed and Brazilian iron ore shipment volume is following its normal seasonal trends. At the same time, Vale’s iron ore production expansion program also remains on schedule. Going forward, a very large surge in Brazilian iron ore shipments is about to occur.
- Jeffrey Landsberg -
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Monday, 22 September 14
COAL SECTOR CHAOS - GENESIS TO REVELATION - DIPESH DIPU
COALspot.com: “Let there be light”, intends the government of India but the fuel side of the story paints a blackout. The recent Suprem ...
Monday, 22 September 14
CFR SOUTH CHINA COAL SWAPS LOST ON DAY, WEEK AND MONTH
COALspot.com: API 8 CFR South China Coal swap for delivery in October 2014 decreased US$ 3.10 (-4.50%) month over month and $ 0.95 PT MT week over ...
Monday, 22 September 14
INDONESIAN COAL SWAPS LOST WEEK ON WEEK AND MONTH OVER MONTH
COALspot.com: Indonesian coal swaps for average October 2014 increased US$ 0.35 (+0.69%) day on day and lost US$ 0.30 (-0.58%) per mt week on week. ...
Sunday, 21 September 14
CAPE INDEX LOST 17% W-O-W ; BALTIC DRY PLUNGES 106 POINTS
COALspot.com: This week the freight market softened a bit compared to last week.
BDI fell 8.97% week on week and closed BDI at 1075 points on ...
Friday, 19 September 14
U.S. WEEKLY COAL PRODUCTION RELATIVELY FLAT AT +0.1% - EIA
COALspot.com – United States the world's second largest coal producer, produced approximately 19.20 million short tons (mmst) of coal in ...
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- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Kideco Jaya Agung - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Pendopo Energi Batubara - Indonesia
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Indian Energy Exchange, India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
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