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Thursday, 01 December 16
ANOTHER WONDERFUL WEEK FOR PANAMAX - FEARNLEY
Supramax
A slower start to the week in the Pacific compared to last Trips from N. China to S. China is paying in the range of low USD 5k, while Indo coal trips to China with delivery Singapore is around 7k for Supras, says Fearnley in its latest weekly report.
According to Fearnley, Nopac rv level is around mid USD 6k, however Ultras has achieved rates in the USD 7k’s. More activity on the short period front, Ultramaxes achieving mid USD 7k, while Supras is getting covered at high 6k/7k for same in the Pacific, whereas in Atlantic supras see low teens for 4/6 mos. US Gulf remained the star performer in Atlantic, where Supras receive 18k for trip to Skaw. Same for bhaul, where some 50k vessels being fixed at low 10s with redelivery US Gulf. On fhaul Supras gain mid teens with delivery Antwerp redelivery Far East.
Panamax
Another wonderful week for the Owners, commented Fearnley on Panamax. There is still very good demand for tonnage in the Atlantic, especially in the Cont/Baltic/Murmansk.
Fearnley's reaserch team further noted that, the cargo holders had to face TC values well over USD 20000 a day for Baltic/Murmansk RV or Baltic to Medit. Orders for TARV were paying high teens, so not bad all. Vessel able to do fronthaul voyages would get 18/19000 daily. Pacific is not offering that good terms for the tonnage, but still Owners may expect quite good money: NOPAC orders were valued at USD 9/10000 daily, whilst Australia/China cargoes paid 8/8500 a day .Today average of 4 TC routes ended up at very decent level of USD 11688.
Capesize
Q4 rally over or will there be another wave to ride before X-mas doldrums?
Softening slightly from close to year-best levels as spot coal + iron ore volumes reduced, Australian exports in particular, says Fearnley.
Average daily earning down 17 pct to USD 14800, fronthaul and transatlantic only marginally negative w-o-w as Brazilian and Colombian flows relatively well maintained, whilst pacific nervous and presently taking a hit on lower demand.
High period activity on back of positive physical and ffa's, with representative fixtures including 180000 dwt/blt2015 delivering China early December at USD 11k, also 182000 dwt/bt 2014 delivering South Korea beg December for about 12 months done at USD 12k.
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Sunday, 04 December 16
U.S. WEEKLY COAL OUTPUT DECLINED 11.9% W/E 26 NOV; UP 1.4% Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.2 million short ton ...
Thursday, 01 December 16
OIL PRICES MAY SEE LITTLE GROWTH BEFORE 2018, FITCH RATINGS SAYS
High inventories and the potential for US shale production to respond quickly to any market tightening mean oil prices may flat line in 2017 before ...
Thursday, 01 December 16
CHINA 2017 OIL, GAS OUTPUT DROP MAY WORSEN ON CAPEX CUT: FITCH
China's oil and gas production may shrink even more in 2017 than in 2016 after the country's leading oil companies cut exploration and prod ...
Tuesday, 29 November 16
AUSTRALIA'S PORT OF NEWCASTLE SHIPPED 13.08 MT OF COAL IN OCTOBER; DOWN 10.39% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU1,124.7 Mi ...
Tuesday, 29 November 16
US WEEKLY COAL OUTPUT TOTALS 17.2 MMST, UP 2.8% : EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17.2 million short ton ...
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- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
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- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Bangladesh Power Developement Board
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- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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- Ministry of Mines - Canada
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- The Treasury - Australian Government
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
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- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- GVK Power & Infra Limited - India
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