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Thursday, 21 August 14
PREDICTIONS FROM VARIOUS SHIPPERS AND MINING INDUSTRY FOR 2ND HALF YEAR AND ESPECIALLY Q4 IS POSITIVE
 Handy
The activity has increased in both hemispheres this week and we see rates edging up on all trades. TA´s are now paying around 8k which is up about USD 1k w-o-w. It is still good flow of available ships but also fresh cargoes entering the market. Also in the Feast we see the market improving with fresh cargoes in the market. Smaxes open Spore are trading at around USD 8.5-9k for trips via Indonesia to India and it is also rumoured that one Smax managed to fix 10k for an Aussie/India round. The South African market is also improving with levels at around USD 8-9k +150k GBB. The period market is also proving to be more active with shorter periods being done at around USD 10k.
Panamax
The week started off in same pace as last ended, more activity especially in Atlantic but also Pacific basin improved. More coal and also iron ore and lack of very prompt tonnage forced charterers to pay up. In general it seems that owners are more resistant these days and dear to say no and hold their ships back. Predictions from various shippers and mining industry for 2nd half year and especially q4 is positive.
Atlantic improved from 4-5k and up to 7-8.5k last week, depending duration and delivery/redelivery range. Pacific round paying around 5-5.5 k. Fronthaul rates kicked off and some clamed 18k was fixed end of last week, up from 12-13k. But this was a strong single fixture, we believe fronthaul rates should be more like 15-15.5k this week. Period market started to move again after a slow summer. Some claims 10k obtainable for 1 year for modern p/kmax.
Capesize
Improving across the board, coming in 38% up w-o-w to an average daily USD 16500. Main drivers are the major iron ore miners, particularly ex Australia where rates are up USD 1 pmt on Dampier/Qingdao adding some USD 6k per day in earnings. Fronthaul iron ore activity is also up whilst number of ballasters keep falling, jacking Tubarao/Qingdao conference trade rates up some USD 2.5 pmt and corresponding China-Brazil China round voyage levels up to USD 18k.
Paper levels presently follow suit, and further gains are expected on period even though an element of bouncing curves should be factored in.
Source: Fearnleys AS
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Wednesday, 30 July 14
CAPES SEEMED TO BE STRANDED AT THE SAME LEVELS; PANAMAXES MANAGED TO SLIGHTLY REVIVE - INTERMODAL
COALspot.com: The Dry Bulk market took a breath this past week, as both Panamaxes and Supras started to see a small influx of activity, which was j ...
Tuesday, 29 July 14
TOTAL SELLS ITS SOUTH AFRICAN COAL MINING ASSETS TO EXXARO
Total has signed an agreement with Exxaro Resources Ltd for the sale of its 100% stake in Total Coal South Africa (TCSA), its coal-producing affili ...
Tuesday, 29 July 14
GENCO: DRY BULK SHIPPING VALUATIONS NO LONGER ANCHORED TO DISCOUNTED CASH FLOW METHOD - WEIL
KNOWLEDGE TO ELEVATE
Discounted cash flow analysis is a mainstay among the valuation methodologies used by restructuring professionals and bank ...
Tuesday, 29 July 14
SHIP OWNERS' DEMAND OF NEW VESSELS DENTED AS A RESULT OF LOWER FREIGHT RATES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The sharp downward direction of dry bulk freight rates has had a negative impact on investors’ secondhand buying appetite that wait to see th ...
Monday, 28 July 14
Q3' 14, SUB-BIT FOB INDONESIA COAL SWAP GAINED $ 0.08 DAY ON DAY AND $ 0.68 WEEK ON WEEK
COALspot.com: Indonesian coal swaps for average Q3’ 2014 increased by just US$ 0.08 day on day and US$ 0.68 week on week. The swap was lost U ...
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- Chettinad Cement Corporation Ltd - India
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- Interocean Group of Companies - India
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- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
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- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
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- Indogreen Group - Indonesia
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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- Kalimantan Lumbung Energi - Indonesia
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- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
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- Semirara Mining and Power Corporation, Philippines
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- London Commodity Brokers - England
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- PTC India Limited - India
- ASAPP Information Group - India
- The Treasury - Australian Government
- MS Steel International - UAE
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
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