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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, 18 May 15
FOB NEWCASTLE COAL SWAPS SCORE MONTHLY GAINS
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 0.87 per MT (1.99%) month over month and lost US$ 0.03 week on w ...
Monday, 18 May 15
Q1' 16 API 8 CFR SOUTH CHINA COAL SWAP CLOSED HIGHER THAN Q3' 15 CLOSING PRICE
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery up US$ 1.05 (2.10%) per MT month over month and US$ 0.53 (1.05%) pe ...
Sunday, 17 May 15
INDONESIA - INDIA FREIGHTS RATES EXPECTED TO FLAT TO SOFT NEXT WEEK
COALspot.com: The BDI was up by 10.45% and closed at 634 points week on week, while the Cape index saws big jump or up almost 55% for the same peri ...
Friday, 15 May 15
COAL PRODUCTION IN U.S DOWN 1.4 MILLION TONS FOR THE WEEK ENDING MAY 8
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 16.0 million short ...
Wednesday, 13 May 15
MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The EU governments in an effort to face their economic crisis individually are facing lack of political cohesion. This reflects back to each econom ...
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- Central Electricity Authority - India
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Siam City Cement PLC, Thailand
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Bhatia International Limited - India
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Karaikal Port Pvt Ltd - India
- PTC India Limited - India
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Minerals Council of Australia
- Indogreen Group - Indonesia
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Australian Coal Association
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Marubeni Corporation - India
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
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