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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 $15,000 level.
While Brazilian iron ore shipment volume and capesize rates experienced a lull in July, a very large surge in Brazilian iron ore shipments is about to begin. Vale’s performance report released last week showed that its iron ore shipments during the first half of this year totaled 144.7 million tons. Vale also announced that its total shipment volume for this year is expected to reach at least 321 million tons. Vale is extremely likely to meet this target (and very possibly exceed it), which means that Vale's iron ore shipments during the second half of this year will total at least 176.3 million tons. This would mark an increase of 31.6 million tons (22%) from shipments seen during the first half of this year.
Great strength in the capesize market has all along been set to occur during the second half of this year; the fundamentals have not changed and Brazilian iron ore shipment volume is following its normal seasonal trends. At the same time, Vale’s iron ore production expansion program also remains on schedule. Going forward, a very large surge in Brazilian iron ore shipments is about to occur.
- Jeffrey Landsberg -
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Monday, 11 August 14
INDONESIAN THERMAL COAL SWAPS SEEING SOME POSITIVE TREND
COALspot.com: Indonesian coal swaps for average September 2014 increased US$ 0.20 (+0.36%) day on day and US$ 1.30 (+2.41%) per mt week on week. Th ...
Monday, 11 August 14
SGX CFR SOUTH CHINA COAL SWAPS DIRECTION HEADING TO NORTH
COALspot.com: API 8 CFR South China Coal swap for delivery in September 2014 increased US$ 0.50 (+0.74%) day on day and US$ 1.55 (+2.33%)&nbs ...
Monday, 11 August 14
A TALE OF TWO TRADES - EVA TZIMA
COALspot.com: It has without a doubt been “a cruel, cruel summer” for the Dry Bulk market so far and with second hand values still stan ...
Sunday, 10 August 14
FREIGHT RATES FROM INDONESIA TO INDIA IS EXPECTED TO BE STEADY NEXT WEEK - VISTAAR
COALspot.com: This week the BDI and other segments saw some improvements. The BDI increased by 3.46 pct week on week and closed at 777 points.
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Friday, 08 August 14
MINING DISPUTE IS CRIPPLING LOCAL ECONOMIES IN EASTERN INDONESIA - JG
- By Iwan Harsono -
It seems as if there’s no end in sight to the series of negotiations between the government and mining companies about ...
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Showing 3551 to 3555 news of total 6871 |
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- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Australian Coal Association
- Baramulti Group, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Global Green Power PLC Corporation, Philippines
- Parliament of New Zealand
- The University of Queensland
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Videocon Industries ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
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