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Wednesday, 17 June 15
PANAMAX RATE AVERAGED $22.82 PMT IN THE FIRST 10 DAYS OF JUNE FOR THE GRAIN ROUTE FROM SANTOS, BRAZIL, TO QINGDAO, CHINA - INTERMODAL
 This year, Brazil will be exporting a record 96 million tons of soybean crop and starting in August the country will begin shipping a second corn crop of approximately 51.4 million tons, also a record. The country is the world’s no. 2 exporter of both commodities, even though their logistics system is still running at a limit.
Unlike other privately controlled railways and private-use terminals for iron ore, soybean exporters have to use public roads to reach publicly managed ports, primarily Santos and Paranagua. Both still often experience bottlenecks, with long lines of trucks and ships, a common feature during the peak harvest months of April, May and June. This is without even taking into account the frequent worker strikes. But this year heavy rains in ports such as Paranagua, may also be more frequent due to the El Nino climate phenomenon and could temporarily halt loadings, jeopardizing the already heavy shipping schedules.
Nevertheless, the increased export activity can, in general, only be a good sign, even though for the time being, it is still not having a significant positive impact on freight rates for Panamaxes. The Panamax rate averaged $22.82 per metric ton in the first 10 days of June for the grain route from Santos, Brazil, to Qingdao, China, basis 60,000 metric tons, and when we look back at last’s year June average for the whole month, we see a rate of $31.10 per metric ton. This 26% drop is largely down to the difference in bunker prices, which went through a dramatic fall in recent months.
It is evident, however, that there is currently an increase in the demand for such ships in the region due to continuing shortage of vessels able to do East Coast South America (ECSA) for late June - early July dates. Fixtures basis APS delivery ECSA or basis delivery passing the Cape of Good Hope, are currently being signed at higher levels than those at the beginning of the month.
Another positive fact is that the safrinha corn crop in the second largest producing state of Parana, Brazil is also expected to do very well this year. Farmers in Parana, Brazil have harvested approximately 10% of the 1.89 million hectares of safrinha corn so far and corn yields are also exceeding expectations. The state of Mato Grosso is the largest safrinha corn producing state in Brazil and good weather during the entire growing season is resulting in increasing production estimates. In their latest report, the Mato Grosso Institute of Agricultural Economics increased both the safrinha corn acreage and the yield projections for the 2015 crop.
On the other side of the world, China, the world's largest importer of soybeans is projected to import 77.5 million metric tons of soybeans this year, which is around 4 million metric tons more than in the 2014-15 season. This is still reflecting a very strong demand, which is supported by a combination of policy constraints and stagnating yields for domestic soy production in China. This is expected to decline during 2015-2016 down to approximately 11.7 million metric tons. That shows us how important the commodity is. Basically it’s the only major agricultural crop in which China is dependent on imports for the Lion’s share of its supply.
Christopher Thomas Whitty
Marketing Manager Towage & Port Agency
Cotzias Intermodal Shipping Inc.
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no re-producing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Wednesday, 29 July 15
Q4' 15 FOB RICHARDS BAY COAL SWAPS DECLINE 4.41% TO $56.52 PMT
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 declined month over month and week over week.
The Q3 swap was down US$ ...
Tuesday, 28 July 15
INDONESIA DELAYS PLAN TO RAISE COAL ROYALTIES AMID PLUNGING PRICE - JP
The government will postpone a plan to increase royalty payments from coal miners as they are already burdened with the commodity’s plunging ...
Tuesday, 28 July 15
API 5 FOB NEWCASTLE COAL SWAP LOST M-M AND GAINED W-W
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery down $ 1.15 per MT (-2.51%) month over month to US$ 44.62 per mt. The swap ...
Monday, 27 July 15
KOMIPO INVITES BIDS FOR TOTAL 545,000 MT OF COAL FOR BORYEONG POWER PLANT
COALspot.com: South Korean state-owned utility Korea Midland Power (KOMIPO) issued an new tender to purchase total 545,000 Metric Tons (MT) of coal ...
Monday, 27 July 15
CFR SOUTH CHINA COAL SWAP WEAK M/M; FIRM W/W
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.92 (1.77%) per MT month over month.
A commodity swap ...
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- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Minerals Council of Australia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- PTC India Limited - India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- Planning Commission, India
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Ind-Barath Power Infra Limited - India
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
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