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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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Thursday, 16 October 14
ARE WE GOING TO SHOOT OURSELVES IN THE FOOT ONCE AGAIN? - PANOS MAKRINOS
As the East part of our globe was coming back from its October holidays last week, everyone expected that the Dry Bulk market would follow suit and ...
Wednesday, 15 October 14
PANAMAX: ACTIVITY IN THE PACIFIC WAS UNIMPRESSIVE
The Dry Bulk market noted another weekly decline last week, while the BDI moved below 1,000 points taking down with it expectations that a post hol ...
Wednesday, 15 October 14
INDONESIAN COAL PRICE REFERENCE FELL TO FRESH MULTI-YEAR LOWS IN OCTOBER
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down the coal bench mark price once again in October 2014.
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Wednesday, 15 October 14
DRY BULK SHIPPING: RATE IMPROVEMENTS ARRIVED AS FORECAST, BUT UNCERTAINTY MOUNTS FOR 2015 DEMAND - BIMCO
BIMCO released its latest short term assessment of the dry bulk market, estimating that over the October-November period, the level of Capesize TC ...
Wednesday, 15 October 14
SHIPOWNER NOT LIABLE FOR CARGO DAMAGE RESULTING FROM POOR STOWAGE - CLYDE & CO
KNOWLEDGE TO ELEVATE
Russian metal trading company Yuzhny Zavod Metall Profil (YZMP), the holder of a CONGEN 1994 bill of lading, took delivery o ...
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Showing 3426 to 3430 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- Salva Resources Pvt Ltd - India
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Madhucon Powers Ltd - India
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- The University of Queensland
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Iligan Light & Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Electricity Generating Authority of Thailand
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Port Waratah Coal Services - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
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