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Friday, 09 September 16
CAPESIZE: THE SENTIMENT IS SOLID, SAYS FEARNLEYS
Supramax
A quiet start with Labour Day celebrations in the United States leading to very little being reported from the Atlantic basin. Supramaxes has seen around 10k+130k ppt del ECSA for fronthauls to Singapore/Japan, said Fearnleys.
According to Fearnleys, Ultramax 60’ dwt got 12k for USG to Spain with petcoke. Fertilizer biz out of Baltic amongst 30000 mts have seen rates around USD 35 to India and USD 16 to Brazil. In the Pacific Supramaxes are getting around low/mid 7k bss del CJK via Phil to China for nickel ore cargoes and around high 6’s for del Singapore for coal to China via Indonesia, Fearnleys says in its latest weekly report.
Smax for short periods in being fixed around low-mid 7k’s and Ultramaxes around 8k for same, Fearnleys noted.
Panamax
Commenting on Panamax Fearnleys says, sentiment is abit nervous, with a falling tendency in Atlantic but holding to slightly improving in Pacific. Typical Atlantic rounds still paying close to 5,000 on T/C and fronthaul above 10 K from Cont depending on duration and destination.
Fearnleys further said, USG activity still not able to meet the number of inbound ballaster from the Med or the Pacific. Rates under pressure at abt 10500 + 250 APS. ECSA longhaul less active, but levels are holding at about 7500 + 250' for LME. Busier and healthier in the eastern hemisphere where rates have come up from mid week to 6,000 for good units for NOPAC r/v. Period interest and levels not moving much – short medium period is in the mid/upper 5’s for LME, low 6’s for KMAX.
Will Q4 perform ?
Capesize
The rates have improved substantially with the demand out of Brazil being the main driver, Fearnleys weekly reported noted. C3 has improved more than a dollar since beginning of this week, and is still expected to improve. Transatlantic rates having been more or less flat throughout the summer is finally moving, with c7 approaching US$ 6 pmt.
West Australia started the day at US$ 5.30 and ended at US$ 5.50 pmt and transpacific round voyage is excess of US$ 10,000 daily.
The sentiment is solid, Fearnleys concluded.
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Wednesday, 12 October 16
MARKET INSIGHT - LINOS KOGEVINAS
Another Monday has gone by, bringing with it further turbulence for oil. A series of meetings between high-production nations Russia & Saudi Ar ...
Wednesday, 12 October 16
INDIAN STEELMAKERS' DELEVERAGING AT RISK ON COKING COAL PRICE JUMP - FITCH
The sharp increase in coking coal prices since August 2016 could squeeze Indian steelmakers' profitability and threaten their deleveraging, Fit ...
Wednesday, 12 October 16
UK SEABORNE COAL IMPORT PLUNGES 64% AS A WORRYING TREND LURKS - BIMCO
The main exporters of thermal coal for coal- fired power plants to the United Kingdom (UK) have experienced a heavy decline in seaborne cargo volum ...
Monday, 10 October 16
INDONESIAN COAL PRICE REFERENCE HITS HIGHEST LEVELS SINCE SEPTEMBER 2014
COALspot.com: The Indonesia coal benchmark price hits to its highest level since September 2014. The government declared benchmark prices for Indon ...
Monday, 10 October 16
THE FREIGHT MARKET FIRMS UP ON STRONG CAPE PERFORMANCE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose again and ending in a positive note this past week. ...
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- Chettinad Cement Corporation Ltd - India
- New Zealand Coal & Carbon
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Timah Investasi Mineral - Indoneisa
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
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- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- White Energy Company Limited
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- The University of Queensland
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- IEA Clean Coal Centre - UK
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
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- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
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- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- Gujarat Sidhee Cement - India
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- PTC India Limited - India
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
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