We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 15 October 14
NEWCASTLE SHIPPED 13.96 MILLION TONS OF COAL IN SEPTEMBER; UP 5.72%
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $1,227.7 wor ...
Tuesday, 14 October 14
KING COAL UNDER ATTACK? - EVA TZIMA
With the last quarter of the year being well underway and with no strong signs that the Dry Bulk market could be ready for a big positive reversal, ...
Tuesday, 14 October 14
THE NEW CHINESE TRANSPORTATION TAX LAW: WHAT DOES IT MEAN FOR GREEK SHIPPING? - DELOITTE
China has recently promulgated a new law which imposes tax on profits from freights of inbound routes. The objective of the new tax law titled &ldq ...
Monday, 13 October 14
CHINESE COAL IMPORT TARIFFS YET ANOTHER BLOW TO AUSTRALIAN COAL EXPORTS - TIM BUCKLEY
COALspot.com: China’s unexpected move to reintroduce thermal coal import tariffs of 6% will have a materially negative impact on the viabilit ...
Monday, 13 October 14
NEWCASTLE COAL SWAP FOR Q1' 2015 DELIVERY CLOSED AT US$ 54.92, SGX DATA SHOWS
COALspot.com: API 5 FOB Newcastle Coal swap for delivery Q4' 2014 decreased US$ 0.80 (-1.46%) month over month and US$ 0.52 (-0.95%) week over ...
|
|
|
Showing 3431 to 3435 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- The University of Queensland
- Ministry of Finance - Indonesia
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- London Commodity Brokers - England
- Parliament of New Zealand
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Central Electricity Authority - India
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Australian Coal Association
- Borneo Indobara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
|
| |
| |
|