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Friday, 15 May 15
DRY BULK AND CONTAINER SHIPPING TO REMAIN WEAK, OUTLOOK FOR PORTS AND TANKERS POSITIVE - DREWRY MARITIME EQUITY RESEARCH
 Global economy is in a gradual recovery mode, sending mixed signals to investors. Chinese economic data continues to remain weak as economy transitions from an investment-led economy to consumption-led. We expect PBOC to continue with monetary easing with weak data prints raising concerns over growth. US GDP grew at an anaemic pace of 0.2% in 1Q15, but jobs data for April was strong. Meanwhile, the manufacturing activity in Eurozone is reviving and deflationary pressures are easing, helping continued economic recovery.
Oil and bunkers:
Oil prices staged a tremendous rally in past month with Brent up almost 50% since their multi year lows. Falling rig numbers in US shale and geopolitical tensions in Yemen helped the market sentiment. However, the increase in OPEC output and refineries’ maintenance in the second quarter will keep oil prices in check, in our view. Lower oil prices will help lower the cash break-even for ship operators.
Gas shipping:
LNG freight rates fell to the lowest since 2010 because of subdued demand and higher vessel supply. Within LPG shipping, VLGC freight rates started picking up on the back of congestion at Indian ports and start of a seasonally strong 2Q15. Freight rates of small-sized vessels also registered marginal improvement. Gas shipping stocks delivered an average return of 6% in April.
Dry bulk shipping:
The dry bulk sector continued to face headwinds due to lack of cargo availability and vessel oversupply. We expect 2015 to remain challenging, even though we are hopeful of a mild recovery in 2016 because of high vessel demolition and lack of new ordering that will favourably tilt the market equilibrium. This is mirrored by stock performance of dry bulk shipping operators vis-à-vis their counterparts in the maritime space such liners, tankers and port operators.
Tankers shipping:
Tanker charter rates have moved northwards on the back of increased non-OECD consumption, higher refinery runs and margins, lower crude oil prices, greater floating storage and tight supply. At high charter rates and lower operating costs, tanker shipping companies are expected to post higher operating revenues and improved net earnings. We expect the sector will continue to outperform the wider shipping sector on firmer rates and underlying earnings momentum.
Port Operators:
Hong Kong-listed port operators underwent rerating in April because of policy implementation. As earnings are expected to take centre stage in May, we remain optimistic that the port sector as a whole will reflect the uptick in global trade and continue to outperform MSCI World Index.
Source: Drewry Maritime Equity Research | Hellenic Shipping
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Thursday, 11 June 15
IS COAL INDUSTRY GOING TO HIT A BRICK WALL?
COALspot.com - The Director General of Mineral and Coal of Indonesia revised down Indonesian coal benchmark price once again to US$ 59.59 per MT fo ...
Wednesday, 10 June 15
TANKER MARKET INSIGHT - STELIOS KOLLINTZAS
As we go through the end of the 2nd quarter of the year it is evident that the tanker shipping markets have been rewarding and definitely been show ...
Wednesday, 10 June 15
WORLD COAL MARKET HEADING TO NEW EQUILIBRIUM: MINISTER - JAKARTA POST
Energy and Mineral Resources Minister Sudirman Said has said the world’s coal market is heading towards a new balance, which will make Indone ...
Wednesday, 10 June 15
FOB INDONESIA COAL SWAP ROSE W-O-W AND M-O-M
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains month on month and week over week, this past week.
The Q3 swap was climbed by $ ...
Tuesday, 09 June 15
GLOBALCOAL IMPLEMENTS VOLUMETRIC SIZE LIMITS IN RICHARDS BAY MARKET
COALspot.com: globalCOAL today announced that following recent market consultation, it will limit bids, offers and trades in the fixed price Phys R ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Australian Coal Association
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Grasim Industreis Ltd - India
- Malabar Cements Ltd - India
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- The University of Queensland
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Mercuria Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Romanian Commodities Exchange
- PTC India Limited - India
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- McConnell Dowell - Australia
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
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