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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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Wednesday, 23 July 14
HARD COAL 2013: THE WORLD'S SECOND-MOST IMPORTANT ENERGY SOURCE AND GUARANTOR FOR THE SECURITY OF ENERGY SUPPLIES DURING TIMES OF CRISIS
Hard coal is again in 2013 the fastest-growing fossil primary energy source in the world. As shown in the BP Statistical Review 2014, it covered ab ...
Tuesday, 22 July 14
INDONESIAN ELECTION RESULT ENCOURAGING FOR FOREIGN INVESTMENT IN ENERGY AND MINING SECTORS - WOOD MACKENZIE
Joko Widodo-Jusuf Kalla has been announced as the official winner of Indonesia's presidential election. Joko Widodo, or Jokowi, is viewed as a ...
Tuesday, 22 July 14
THE CURRENT COAL PRICES ARE UNPROFITABLE FOR MINERS; COAL PRICES WILL GRADUALLY INCREASE - FITCH
COALspot.com: The Fitch Ratings expect the benchmark Newcastle coal prices (currently at about USD70/MT) to gradually increase.
Fitch's la ...
Tuesday, 22 July 14
SUB-BIT FOB INDONESIA COAL Q3' 14 DOWN 5.21%; Q4' 14 DOWN 3.56%; Q1' 15 DOWN 4.75% M-O-M
COALspot.com: Indonesian coal swaps for average Q3’ 2014 flat on day, weak week on week and on month according to AsiaClear OTC coal swap' ...
Tuesday, 22 July 14
INDONESIA'S MINERAL EXPORT BAN: CHINA UNDER PRESSURE? - CLARKSONS
In January 2014, Indonesia introduced new regulations on exports of unprocessed minerals. Exports of some minerals have been heavily taxed, whilst ...
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- SMC Global Power, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Xindia Steels Limited - India
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Vizag Seaport Private Limited - India
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- White Energy Company Limited
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Marubeni Corporation - India
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Australian Coal Association
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- Cement Manufacturers Association - India
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