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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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Tuesday, 26 August 14
GOVT ON TRACK TO LIMIT COAL OUTPUT - THE JAKARTA POST
The government has announced that it will proceed with plans to cap the production of coal next year, a move aimed not only at protecting the envir ...
Monday, 25 August 14
4TH ANNUAL FLOATING TERMINALS
4th Annual Floating Terminals
18-20 Nov 2014
Intercontinental Jakarta Midplaza,
Indonesia
Web Site
The Floating Terminal c ...
Monday, 25 August 14
THE BALTIC DRY IS JUMPING, BUT DON'T DRAW ANY BROAD CONCLUSIONS - NASDAQ
Those who consistently preach doom and gloom and see an economic apocalypse around every corner would make me laugh if it weren’t for the fac ...
Monday, 25 August 14
COAL CEOS: DEMISE OF COAL 'EXAGGERATED' - MARK WILCOX
By Mark Wilcox
Heads of some of the largest coal companies in Wyoming are saying the demise of coal has been exaggerated, though the industry def ...
Monday, 25 August 14
INDO COAL SWAPS W-O-W: NEGATIVE; M-O-M: POSITIVE
COALspot.com: Indonesian coal swaps for average September 2014 decreased US$ 0.15 (-0.28%) day on day and US$ 0.65 (-1.19%) per mt week on week. Th ...
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- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- The University of Queensland
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Australian Coal Association
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- The Treasury - Australian Government
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
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