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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, 22 May 15
FOB INDONESIA COAL Q3'15 SWAP FINISHED THE WEEK UP 38 CENTS TO $43.65 PER MT
COALspot.com: Indonesian coal swap for delivery Q3 2015 gains week over week and lost month on month, past week.
The Q3 swap was declined US$ ...
Friday, 22 May 15
U.S WEEKLY COAL PRODUCTION STAYS FLAT AT 16 MMST
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.0 million short ...
Thursday, 21 May 15
PORT OF NEWCASTLE ACHIEVED ITS BEST EVER TOTAL COAL EXPORT TURNOVER OF 159 MILLION TONS IN 2014
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port, has shipped $900 million ...
Thursday, 21 May 15
ATLANTIC PANAMAX MARKET STARTED TO IMPROVE SLOWLY - INTERMODAL
COALspot.com: The Dry Bulk market closed off the week on the green last week, purely on the back of improved Capesize performance, while the rest o ...
Wednesday, 20 May 15
LOWER PRICES SEEN IN NEWBUILDING MARKET ON LOW DEMAND - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
Cash-rich ship owners, or at least, owners with substantial access to financing will be among the prime candidates, who will reap the benefits of t ...
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- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Energy Development Corp, Philippines
- The University of Queensland
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Antam Resourcindo - Indonesia
- Bangladesh Power Developement Board
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Eastern Coal Council - USA
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
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