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Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
 We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodity compared to the levels that were being noted in late spring, but it has also rejuvenated a trade that during the past couple of years has been under what most would classify depressed market conditions, says George Lazaridis Head of Market Research & Asset Valuations of Allied. Being a vital commodity in the dry bulk space and the second most vital trade in terms of total seaborne volume traded.
The report further noted that, given the recent price gains the price arbitrage being created between markets, we have also seen a healthy increase in tonne-miles of trade, as we start to see new routes being established and other routes that played a minor role in the market up to now, starting to slowly take up center stage. In this space, the Panamaxes and post -Panamax sizes have been the ones to pick up the gains, while changes in the market such as the opening of the Panama canal has all owed areas such as the North-West coast of the U.S and Canada to take a more competitive stance and help pick up any slack or arbitrage created from the side of supply.
According to Allied’s weekly shipping market research report, in part, we had already seen an increase in coal prices taking place in Europe which help drive some increased flow towards the continent. At the same time, the ramp in steel production that was being noted over the summer months in China had helped drive up prices and increase the flow of imports that was being seen. Being that most of the Far East had already increased its demand for higher quality coal, usually sourced from farther away locations and helping boost the overall demand for seaborne trade. Given that the increased demand that was being witnessed in the Far East has mainly been attributed to the expected partial closures in steel mills that are programmed by the Chinese government to take place in the coming winter months. This sparked a ramp up in production, in order to be able to create a strong stockpile of steel products so as to prevent any interruptions in supply. This may well prove to act as a dampener for the winter months as it may well cause a slower flow of iron ore and coal imports due to slower production levels, however this still depends on the level closures that will take place and will also depend heavily on the demand fundamentals for steel products during these next couple of months.
George Lazaridis further said, while this has been going on and with demand showing healthy signs of growth, the supply of ships has been kept at fairly stable levels, with new building deliveries having already slowed down considerably and with the schedule of newbuilding deliveries for the next couple of months set to be even fewer then what we were seeing for the first half of the year, we should see the growth of the fleet come to an almost complete stand still. This should help boost the demand supply balance further and provide the fertile ground for further freight rate hikes during the next couple of months. This all provides the strengthening in fundamentals that buyers have been waiting to see and it is no surprise that interest in both the second hand and newbuilding market has returned once more and been reflected in both the volume of transactions being reported as well as the prices being seen.It looks as though we are moving ever further into a firm recovery course and despite demand growth still being in a relatively fragile state compared to what we were seeing in the early part of the decade, it should have a life span well beyond the typical 2 year cycle we have been seeing over the past 10 years.
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Tuesday, 31 October 17
BALTIC DRY INDEX TAKES A BREAK FROM ITS UPWARD RALLY COURSE - GEORGE LAZARIDIS
It has been a week of corrections for the dry bulk freight market as it seems as the general Baltic Dry Index takes a break from its upward rally c ...
Friday, 27 October 17
U.S WEEKLY COAL PRODUCTION FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.9 million short tons ...
Thursday, 26 October 17
CYBER COVER FOR E-BILLS - PHILIP STEPHENSON
KNOWLEDGE TO ELEVATE
Increasingly popular electronic bills of lading are, by their nature, susceptible to the risk of cyber attack. Here, Stan ...
Thursday, 26 October 17
INDO TO CHINA ROUNDS SUPRAS ACHIEVING AROUND HIGH $14000 - FEARNLEYS
Supramax
By mid-week the market has been relatively quiet in the Pacific basin as well, but still some healthy rates being achieved on the differ ...
Thursday, 26 October 17
STRONG SIGNAL FOR AUSTRALIAN COAL DEMAND - GREG EVANS
The International Energy Agency’s Southeast Asia Energy Outlook report, released today, presents a positive outlook for Australian coal produ ...
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Showing 1901 to 1905 news of total 6871 |
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- Madhucon Powers Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- White Energy Company Limited
- Sical Logistics Limited - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Economic Council, Georgia
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Sindya Power Generating Company Private Ltd
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