We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Wednesday, 01 March 17
2017 IS LOOKING LIKE IT WILL BE A GOOD YEAR FOR A NUMBER OF COMMODITIES - LINOS KOGEVINAS
 2017 is looking like it will be a good year for a number of commodities. Following the price recovery witnessed in 2016 across a number of commodities, the price of iron ore, zinc, copper, oil and natural gas appears poised to continue its upward trend.
Specifically, industrial metals were some of the largest winners of 2016 and this trend has continued in 2017 so far. Iron ore was the foremost gainer making a strong recovery from the lows of a disastrous 2015, with prices reaching USD82.4/tonne in December.
The climb has continued in 2017 with yesterday’s (27/02) price closing in excess of USD 87 /tonne, a far cry from 2015’s levels. While iron ore and steel futures did exhibit a slow-down last week, they jumped again on Monday by ~4% signalling the bullishness of the market. The latest 4-month rally has left a positive impression on market players, with mining giants such as Vale or BHP expecting a very strong year.
In any discussion regarding iron ore, it is important to take a look at the most influential nation in this market, China. While there has been some anxiety regarding China’s increasing production in 2017 (expected to increase by 0.5%, up to 825m metric tonnes), it is also important to note the increase in domestic demand, as China is expected to consume approx. 87% of this production.
Iron ore tends to follow Chinese steelmaking trends and the increase in infrastructure projects has driven up demand for steel, with Shanghai rebar hitting its highest price since February 2014. As China continues to provide support to the construction sector mainly through partnerships with private sector businesses on public infrastructure projects, this interior demand is expected to hold up for the rest of the year as well. This coupled with expected steel production limitations in 2017 leads to strong price expectations.
One variable to look at in 2017 is Trump’s alleged US infrastructure plan. While we have seen infrastructure spending affecting metal prices before, at this point there are not enough specifics to be able to draw a conclusion on whether this would provide any significant uptick on industrial metal prices or if indeed the promise itself will be materialized. It is worth noting that the 2009 US stimulus package which saw ~105bn going to infrastructure spending failed to produce a significant net effect on copper or steel prices.
While optimism continues to abound in most circles, various analysts are questioning whether this rally will be sustainable in the mid-long term with many of them expecting a softening of prices in the second half of 2017 due to the increase in Australian and Brazilian production.
In any case, this sustainable demand has had a noticeable effect on shipping markets and especially the Capesize segment, with today’s earnings quoted in excess of USD 8,000/day compared to the same time last year when average earnings for the size were hovering at around USD 2,300/day.
By Linos Kogevinas
Commercial Executive, 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 reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
Tuesday, 10 January 17
SHIPPING MARKET 2017
After having entered into a New Year, fresh hopes seem to be high for this to be the turning point in the market that many have been looking forwar ...
|
|
|
Showing 2151 to 2155 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Neyveli Lignite Corporation Ltd, - India
- Uttam Galva Steels Limited - India
- Independent Power Producers Association of India
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Coal Association
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Banpu Public Company Limited - Thailand
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- The University of Queensland
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
|
| |
| |
|
