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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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Tuesday, 05 May 15
FOB RICHARDS BAY COAL SWAPS MOVE NORTH THIS PAST WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 increased month over month and week over week.
The Q3 swap has increas ...
Monday, 04 May 15
FOB NEWCASTLE COAL SWAP Q1'16 PRICES SLIGHTLY LOWER COMPARED TO Q3'15 PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 1.38 per MT (3.12%) month over month and US$ 0.93 week on week. ...
Monday, 04 May 15
Q1' 2016 CFR SOUTH CHINA THERMAL COAL SWAP CLOSED HIGH THAN 2015 DERIVATIVES
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.15 (-0.29%) per MT month over month and increased US$ 0.07 ...
Sunday, 03 May 15
DRY BULK INDICES WEAKEN SLIGHTLY THIS WEEK
COALspot.com: The freight market was flat to weak for the week starting from 27 April. The BDI was fell around 2.17% closed at 580 points.
...
Thursday, 30 April 15
IRON ORE EXPORTS: A DANGEROUS RACE? - CLARKSONS
The surge in iron ore exports in recent years has resulted in a significant decrease in iron ore spot prices, which dipped to a ten year low of bel ...
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- Energy Development Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Parliament of New Zealand
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- The Treasury - Australian Government
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
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