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Tuesday, 04 April 17
THE IRON ORE HAS BEEN ABLE TO KEEP ITS GROWTH PATH FAIRLY WELL; THERE IS STILL ONE PART OF THE WORLD THAT IS STILL HEAVILY COMMITTED TO COAL
 With the close of March having let us with a very positive after taste and having witnessed near the end of the month the Baltic Dry Index at its highest point in over 28 months optimism continues to hold high says Allied’s weekly market report. Nevertheless, increasingly we are starting to see signs that the high paced recovery that was noted in the market since mid February is not going to continue indefinitely with such momentum.
Allied shipping further noted that, that’s not to say that we aren’t still on a market recovery course and that expectations are still holding for the market to outperform the average earnings that were noted in the dry bulk sector back in 2016 and 2015. However, given the market fundamentals, it seems as though it is hard for the market to be able to reach new excessive highs without some major unforeseen change in the market.
According to Allied, the Iron ore has been able to keep its growth path on course fairly well, feeding of the extra demand that is being generated for steel in most developing countries and boosted at the same time by the improved performance that the global economy is managing at the moment. It is no surprise that from the unabated climb in China’s iron ore imports in March, Capesize vessels were able to reach freight rate earnings that had not been seen for over two years. Yet conditions in the second most important commodity for dry bulkers have not been so rosy
Commenting on coal, Allied's Head of Market Research & Asset Valuations George Lazaridis said, the coal has been facing significant difficulties since 2015 and although up to this point we have been able to see some support from countries such as India, while at the same time Chinese appetite for its internal consumption seems to be more and more sourced by imports rather than local mines, covering as such the previous gap that was created by China’s vast drop in thermal coal consumption. Despite the recent media focus that is being placed on coal lately due to the U.S. President’s extensive efforts to revamp its appeal and put U.S. production back on line by scrapping the Climate change treaties signed by his predecessor, It seems as though there is little that can be done to really jolt the coal market back into high growth. Increasingly so its benefits as an energy source are surpassed by other energy alternatives and ever more so in terms of cost and efficiency rather than just due to strong protests by environmentalists.
Allied noted further, however there is still one part of the world that is still heavily committed to coal and is likely to remain so for the foreseeable future. 61% of India’s power generation capacity is provided by coal while about 40% of India’s coal fired plant capacity is currently idle, easily allowing for a sharp increase in coal consumption.
Going back to the overall picture of the market there is point to see that global growth is still more reliant on the emerging market and in particular that of China (which has recently drop its growth targets for the year), while developed countries have still to show real evidence that they are on the verge of a strong restart and are set to show stronger growth figures then what they have done over the past 8 years or so. As has been mentioned countless times, Allied's George Lazaridis says, the main promise for the market is still mainly reliant on the fact that the fleet has stopped its exponential growth and that we are finding ourselves with a heavily diminished order-book compared to the in service fleet.
This means that the balance between demand and supply will start to swing more and more into the favour of the ship owner. In order however for the market to really start “kicking” we will need the other side of the equation that is demand, to also show a bullish face, Allied concluded in its latest weekly report.
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Wednesday, 24 May 17
LR MARKET IT SEEMS THAT EARNINGS ARE STILL UNDER PRESSURE - INTERMODAL
As we are approaching the summer season, the Clean Product market appears poised to become more challenging, either on East or West of Suez.
L ...
Tuesday, 23 May 17
TANKERS WEEKLY MARKET NOTE - ALLIED
It’s been a turbulent couple of weeks on the oil front, with the effectiveness of OPEC’s policy being under debate amongst most traders ...
Monday, 22 May 17
THE SHIPPING INDEX DECLINES AGAIN
COALspot.com: The Freight market again decline this past week, as BDI and all other indexes show a negative trend week over week.
The Baltic E ...
Friday, 19 May 17
U.S WEEKLY COAL OUTPUT UP 1.2% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.5 million short ton ...
Thursday, 18 May 17
SUPRAMAX : COAL TRIPS TO CHINA WITH VESSELS OPEN INDO HAVE BEEN FIXED AROUND $8000
Supramax
Atlantic market has stayed quiet with no substantial developments.
Cont to Med scrap cargoes have concluded around 11k says Fearnle ...
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Showing 2041 to 2045 news of total 6871 |
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- Jindal Steel & Power Ltd - India
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Formosa Plastics Group - Taiwan
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Thai Mozambique Logistica
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- Global Green Power PLC Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Central Electricity Authority - India
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
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