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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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- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Australian Coal Association
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- ASAPP Information Group - India
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Directorate Of Revenue Intelligence - India
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- MS Steel International - UAE
- Eastern Energy - Thailand
- Eastern Coal Council - USA
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