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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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Friday, 05 June 15
U.S PRODUCED 15.1 MMST OF COAL THIS PAST WEEK; LESS 20.7% COMPARED TO SAME PERIOD IN 2014
COALspot.com – United States the second largest coal producer in the world has produced approximately totalled an estimated 15.1 million shor ...
Thursday, 04 June 15
DRY BULK MARKET FAILED TO OFFER ANY POSITIVE SURPRISES - INTERMODAL
COALspot.com: This has been another week that the Dry Bulk market failed to offer any positive surprises, while the BDI, which is still faring belo ...
Wednesday, 03 June 15
SHIPPING MARKET INSIGHT - VASSILIS LOGOTHETIS
For some time now the Dry Bulk market has been severely affected by China’s slowing GDP growth rate that occurs in the background of increase ...
Tuesday, 02 June 15
FOB INDONESIA COAL Q3 SWAP ADVANCED 1.73% MONTH OVER MONTH
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains month on month and lost week over week, this past week.
The Q3 swap was climbed ...
Tuesday, 02 June 15
FOB RICHARDS BAY COAL SWAPS; Q3'15 CLOSED HIGHER THAN Q1'16
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 up month over month and week over week.
The Q3 swap was up US$ 0.80 (1 ...
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- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Kaltim Prima Coal - Indonesia
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Parliament of New Zealand
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Videocon Industries ltd - India
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Renaissance Capital - South Africa
- Ministry of Finance - Indonesia
- Xindia Steels Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Goldman Sachs - Singapore
- The University of Queensland
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
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