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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, 18 August 14
SUB-BIT FOB INDONESIA COAL SWAP CLOSED AT $58.60 FOR SEPTEMBER 2015; UP $4 FROM SEPTEMBER 2014 CLOSING
COALspot.com: Indonesian coal swaps for average September 2014 decreased US$ 0.15 (-0.27%) day on day and US$ 0.75 (-1.36%) per mt week on week. Th ...
Monday, 18 August 14
CFR SOUTH CHINA COAL SWAP PERFORMED WELL THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for delivery in September 2014 increased US$ 0.45 (+0.66%) day on day and US$ 0.30 (+0.44%)&nbs ...
Saturday, 16 August 14
HIGH DEMAND OF IRON ORE SHIPMENTS PUSHED CAPE INDEX UPWARDS
COALspot.com: This week's freight market was buoyant with Cape and panamax index seeing a big jump pushing the BDI above 1,000 points week on c ...
Friday, 15 August 14
5TH ANNUAL POWER AND ELECTRICITY INDONESIA
5TH ANNUAL POWER AND ELECTRICITY INDONESIA
13-16 October 2014
Grand Hyatt Jakarta, Indonesia
Web Site
The country’s definitive ...
Thursday, 14 August 14
U.S. STEAM COAL IMPORTS REMAIN DOWN SHARPLY FROM HISTORIC HIGH IN 2007, SAYS EIA
COALspot.com: U.S. steam coal imports at power plants have fallen significantly from their peak level of more than 30 million tons in 2007 to less ...
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- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- The University of Queensland
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Planning Commission, India
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Mercator Lines Limited - India
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Maharashtra Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
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