We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 26 May 15
MINING ASSOCIATION PERHAPI PUSHES FOR 35,000 MEGAWATT ELECTRICITY PROGRAM - JG
The Indonesian Mining Professionals Association, or Perhapi, has announced its support for a 35,000-megawatt national electricity program, saying i ...
Tuesday, 26 May 15
FOB INDONESIA COAL SWAP; UP WEEK OVER WEEK
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains week over week and lost month on month, this past week.
The Q3 swap was declined ...
Monday, 25 May 15
FOB NEWCASTLE COAL SWAP Q1'16 CLOSED LOWER THAN Q3'15 CLOSING
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.92 per MT (2.07%) month over month and US$ 0.70 week on week. ...
Monday, 25 May 15
CFR SOUTH CHINA COAL SWAP : Q3, Q4'15 & Q1'16 INCREASED M-O-M AND W-O-W
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.55 (3.09%) per MT month over month and US$ 0.72 (1.41%) pe ...
Sunday, 24 May 15
INDONESIA TO INDIA PANAMAX CHARTER RATES WERE RATING AT AROUND US$ 5500
COALspot.com: The freight market softened in all segments this past week.
The BDI was dropped 7.57 percent week over week and closed at 586 po ...
|
|
|
Showing 3006 to 3010 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Australian Coal Association
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- SN Aboitiz Power Inc, Philippines
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Energy Link Ltd, New Zealand
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Kepco SPC Power Corporation, Philippines
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Economic Council, Georgia
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
|
| |
| |
|
