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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, 27 April 15
U.S. COAL PRODUCTION FELL BELOW ONE BILLION SHORT TONS IN 2013 - EIA
COALspot.com: For the first time in two decades, U.S. coal production fell below one billion short tons to 984.8 million short tons in 2013 from 1, ...
Monday, 27 April 15
Q3' 2015 FOB NEWCASTLE COAL SWAP CLOSED 3.69% LOWER THAN Q2' 2015 PRICE OF $46.36
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery gained US$ 0.19 per MT (0.41%) month over month and US$ 0.78 week on week. ...
Monday, 27 April 15
CFR SOUTH CHINA COAL SWAP SLOWLY IMPROVED THIS PAST WEEK
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 0.74 (-1.41%) per MT month over month and increased US$ 0.43 ...
Sunday, 26 April 15
DRY BULK MARKET KEPT IMPROVING THIS WEEK; CAPES AND PANAMAXES SHOW A SLIGHT PICKUP IN RATES
COALspot.com: The freight market was stable this week as BDI closed at 600 points after improving 0.50 percent week over week.
The cape ...
Friday, 24 April 15
CHINA IRON ORE MINE CLOSURES TO SLOW ON GOVERNMENT SUPPORT - FITCH
Fitch Ratings expects fewer Chinese iron ore mine closures in 2015 as the government takes steps to support the industry, which has been struggling ...
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- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Sinarmas Energy and Mining - Indonesia
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- The University of Queensland
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Videocon Industries ltd - India
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Mercator Lines Limited - India
- Posco Energy - South Korea
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Ministry of Transport, Egypt
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
- Bhatia International Limited - India
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Mjunction Services Limited - India
- Planning Commission, India
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Interocean Group of Companies - India
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
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