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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, 05 April 17
THE AVERAGE SECOND HAND PANAMAXES AND CAPES PRICES FOR A 5-YR OLD VESSEL HAS INCREASED MORE THAN 19% AND 20% RESPECTIVELY M/M - INTERMODAL
With the help of what so far appears to be a very strong grain season together with the fact that imports from China have remained so far robust in ...
Monday, 03 April 17
WORLD COAL TRADE STABLE IN 2016: DEMAND SHIFTS TO SOUTH-EAST ASIA - ASSOCARBONI
ASSOCARBONI: Coal confirmed as the leading fuel for electricity generation, accounting for 40% of overall production in 2016.
World coal trade ...
Monday, 03 April 17
DRY BULK RATES CONTINUING TO FIRMING UP
COALspot.com: The Freight market was continuing to firming up. Baltic Panamax Index rose 12.81 percent week over week.
The Baltic Exchang ...
Friday, 31 March 17
U.S. COAL PRODUCTION INCREASE SLIGHTLY WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.5 million short tons ...
Thursday, 30 March 17
WHERE AN AGREEMENT FAILS TO DELIVER - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
Watson Farley & Williams acted for MRI Trading AG in a leading case on ‘agreements to agree’ that was fin ...
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- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Finance - Indonesia
- Cement Manufacturers Association - India
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Planning Commission, India
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- VISA Power Limited - India
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Heidelberg Cement - Germany
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- PTC India Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- GVK Power & Infra Limited - India
- Economic Council, Georgia
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