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Wednesday, 29 October 14
GOOD REASON WHY Q4 CAPESIZE OUTLOOK WAS SO BULLISH AT START OF THE YEAR - COMMODORE RESEARCH
COALspot.com: There was good reason why so many analysts' capesize outlook for Q4 was so very strong at the start of this year. Brazilian iron ore exports had been set to jump in Q4. Q4 fundamentals have not changed, but lately it seems some analysts have simply forgotten why they were so very bullish for Q4 and are unaware of what is now taking place in the market.
According to Jeffrey Landsberg, Managing Director of Commodore Research & Consultancy, during the last week and a half, a very large amount of capesize vessels have been chartered in the dry bulk market to export Brazilian iron ore cargoes. In addition, Vale reported record iron ore production for Q3 and is expected to produce and export much more iron ore in Q4. Anglo American is now also exporting iron ore from its Minas Rio mine in Brazil.
Commodore Research & Consultancy, further said, the capesize Atlantic basin is now very tight (which has lead to great strength in rates) and will become much tighter. This is the reason why Q4 was expected to be so strong. It is important to recognize that Q4 fundamentals have not changed. Strength is coming about a month later than many expected, but two important factors remain: Chinese iron ore imports remain incredibly strong; and Brazilian iron ore production and exports are poised to rise to much higher levels through the end of this year.
Overall, there was good reason why many analysts' outlook for Q4 were so strong earlier this year. Capesize rates are now finding great strength for good reason, and are likely to see much higher levels this year. The fundamentals for Q4 are shaping out as anticipated. Brazilian iron ore exports are poised to jump much further, and capesize Atlantic basin availability is already very tight, Commodore Research & Consultancy concluded.
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Tuesday, 28 October 14
SGX'S FOB RICHARDS BAY COAL SWAP FOR DELIVERY Q1' 2015 CLOSED AT $ 68.07 ON 24 OCT
COALspot.com: API 4 FOB Richards Bay coal swap for Q4’ 2014 delivery decreased US$ 0.65 (-0.96%) month over month and increased US$ 1.79 (+2. ...
Tuesday, 28 October 14
SUB-BIT FOB INDONESIA COAL SWAP FOR Q1' 15 DELIVERY CLOSED 3.68% LOWER MONTH ON MONTH
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 lost month on month and gained day on day and week on week.
The swap has lost US ...
Monday, 27 October 14
GOVT PROMISES TO EASE LICENSING PROCEDURES IN MINING SECTOR - THE JAKARTA POST
The Energy and Mineral Resources Ministry’s directorate general for mineral and coal plans to simplify the complicated licensing procedures i ...
Monday, 27 October 14
FOB NEWCASTLE COAL SWAP FOR Q1' 15 DELIVERY CLOSED $ 0.10 LESSER THAN Q4' 14 CLOSING OF $ 53.27 PMT
COALspot.com: API 5 FOB Newcastle Coal swap for Q4’ 2014 delivery decreased US$ 1.43 (-2.61%) month over month and increased US$ 0.05 (+0.09% ...
Monday, 27 October 14
CFR SOUTH CHINA COAL SWAPS PERFORMED POSITIVE THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery decreased US$ 1.68 (-2.55%) month over month and increased US$ 0.87 (+1.3 ...
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Showing 3406 to 3410 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- ASAPP Information Group - India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Australian Coal Association
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
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