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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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- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- PTC India Limited - India
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- White Energy Company Limited
- SMG Consultants - Indonesia
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Videocon Industries ltd - India
- Minerals Council of Australia
- Sical Logistics Limited - India
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- VISA Power Limited - India
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Singapore Mercantile Exchange
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Tata Chemicals Ltd - India
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