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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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Monday, 01 June 15
35,000 MW POWER PLANTS TO BOOST COAL CONSUMPTION - JP
The government’s program to develop 35,000 megawatt (MW) power plants will increase domestic coal consumption, which currently stands at arou ...
Monday, 01 June 15
API 5 FOB NEWCASTLE COAL SWAP; Q1'16 CLOSED LOWER COMPARED TO Q3'15
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.36 per MT (0.80%) month over month. The swap was closed at US$ ...
Monday, 01 June 15
CFR SOUTH CHINA COAL SWAP: GAINED W-W, M-M; Q1'16 CLOSED HIGHER THAN Q3'15
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.15 (2.26%) per MT month over month.
A commodity swap is a f ...
Sunday, 31 May 15
CAPE AND PANAMAX SEGMENTS SLIDE CONTINUES
COALspot.com: The BDI was up about 0.5 pct week on week and closed at 589 points while the cape index was fell 0.73 pct and closed at 810 po ...
Friday, 29 May 15
DRY BULK MARKET IS THE VICTIM OF A SHIFT IN DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The fall in dry bulk freight rates is attributed, in large part, to the substantial decrease of China’s thermal coal imports, a major commodi ...
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- Australian Coal Association
- Heidelberg Cement - Germany
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Trasteel International SA, Italy
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- GN Power Mariveles Coal Plant, Philippines
- Madhucon Powers Ltd - India
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Indian Energy Exchange, India
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
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