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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, 11 May 15
CFR SOUTH CHINA COAL SWAP: DECLINED MOM AND WOW
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.46 (-0.90%) per MT month over month and US$ 0.28 (0. ...
Monday, 11 May 15
KOREA MIDLAND POWER INVITES BIDS FOR 140K MT OF 4600 NAR COAL
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued a new tender to buy total 140,000 Metric Tons (MT) of Sub-bitumi ...
Sunday, 10 May 15
FREIGHT RATES TO REMAIN SOFT NEXT WEEK
COALspot.com: The freight market was flat to soft week over week except for the Cape Index which was up 7.32%. Cape index was closed at 616 p ...
Friday, 08 May 15
BUSIEST CAPESIZE DEMOLITION MARKET EVER - BIMCO
The activity on the demolition market is off to a good start in 2015 when looking at dry bulk tonnage.
The dry bulk market has long suffered f ...
Friday, 08 May 15
COAL PRODUCTION IN U.S. UP 3.2% THIS PAST WEEK - EIA
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 17.4 million short ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
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