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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, 21 October 14
INDIA'S DIESEL DEREGULATION POSITIVE FOR OIL COMPANIES - FITCH
The Indian government's 18 October decision to deregulate diesel prices will have a positive effect on the national oil marketing companies tha ...
Tuesday, 21 October 14
LOW DEMAND PUTTING COAL SWAPS UNDER PRESSURE
COALspot.com: Indonesian coal swaps for delivery Q4' 2014 lost on day, week and month.
The swap has lost US$ 1.57 (-3.04%) month on month ...
Monday, 20 October 14
CHINA'S ENVIRONMENTAL POLICIES DO NOT SPELL THE END FOR COAL - WOOD MACKENZIE
China's environmental policies do not spell the end for coal Analysis across energy commodities show coal still accounting for 64% of power mix ...
Monday, 20 October 14
CFR SOUTH CHINA COAL SWAPS FAILED TO PERFORM POSITIVE
COALspot.com: API 8 CFR South China Coal swap for Q4’ 2014 delivery decreased US$ 3.04 (-4.57%) month over month and US$ 1.75 (-2.68%) week o ...
Sunday, 19 October 14
LOW DEMAND PUSHES DOWN COAL FREIGHT RATES; VOLATILITY CONTINUES
COALspot.com: This week all the segments softened including BDI except for Panamax index.
The BDI was down by1.70 pct and clsoed at 944 points ...
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Showing 3416 to 3420 news of total 6871 |
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- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Bukit Asam (Persero) Tbk - Indonesia
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Renaissance Capital - South Africa
- Indian Energy Exchange, India
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- PTC India Limited - India
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Parliament of New Zealand
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Australian Coal Association
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Georgia Ports Authority, United States
- White Energy Company Limited
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
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