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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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Tuesday, 25 April 17
SHIPPING MARKET - ALLIED
Over the weekend we witnessed a second win over the rising populism that has become present in global politics since last summer, Allied shipping s ...
Monday, 24 April 17
THE FREIGHT MARKET WAS DOWN WEEK OVER WEEK EXCEPT FOR HANDYSIZE SEGMENT
COALspot.com: The Freight market was fell, week over a week as all segments show a negative downward trend except Handy Size segment this past week ...
Friday, 21 April 17
US WEEKLY COAL OUTPUT ON THE UP, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Thursday, 20 April 17
SHIPPING POOLS: DON'T JUST DIVE IN - MOORE STEPHENS
Shipping pools can be an attractive option for ship owners and operators, particularly in difficult markets and during periods of economic uncertai ...
Thursday, 20 April 17
THE DRY BULK MARKET IS STILL ON ITS UPWARD MOMENTUM - ALLIED SHIPPING
Having gone through the first quarter of the year and with the Easter break having no come and gone, it seems as though the dry bulk market is stil ...
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- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- MS Steel International - UAE
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- The University of Queensland
- Orica Australia Pty. Ltd.
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- McConnell Dowell - Australia
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Planning Commission, India
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Marubeni Corporation - India
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