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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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Friday, 12 August 16
U.S. WEEKLY COAL OUTPUT ENDING AUGUST 6 FELL SLIGHTLY
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.9 million short ton ...
Thursday, 11 August 16
CAPESIZE THE PACIFIC SIDE IS LOOKING MORE POSITIVE, DRIVEN BY AUSTRALIAN IRON ORE - FEARNLEYS
Supramax
Rates continue to be under pressure with index ending up with 639 points and average TC value at USD6,680, said Fearnleys. Fearnleys A/S ...
Thursday, 11 August 16
EIA ESTIMATES THE DELIVERED COAL PRICE TO U.S. ELECTRIC UTILITIES IN 2017 AVERAGED $2.24/MMBTU; $0.05/MMBTU HIGHER THAN 2016 ESTIMATES
Coal Supply
U.S. coal production in July was 65 million short tons (MMst), an 8 MMst (14%) increase from the previous month but 11 MMst (15%) low ...
Wednesday, 10 August 16
THE DRY BULK MARKET KEPT SOFTENING LAST WEEK; WE CAN SEE MUCH HEALTHIER NUMBERS STARTING SEPTEMBER
The Dry Bulk market kept softening last week as we have now started going through the traditionally quieter days of the summer season peak period, ...
Wednesday, 10 August 16
THE INDONESIAN DRAFT NEW MINING LAW - AMENDMENTS TO THE 2009 MINING LAW
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
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- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- White Energy Company Limited
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Planning Commission, India
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Jindal Steel & Power Ltd - India
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Thiess Contractors Indonesia
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- Romanian Commodities Exchange
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Bhatia International Limited - India
- Gujarat Sidhee Cement - India
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
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