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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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Thursday, 14 September 17
THE FIRM COAL TRADE IS SUPPORTING SUPRAS; FIXING AROUND LOW $13000 WITH DELIVERY THAILAND - FEARNLEYS
Supramax
This week has brought Supras firm rates and numerous orders. Scrap orders from Cont to Med still pay $11000 and Fertilizer from Baltic t ...
Thursday, 14 September 17
KOMIPO INVITED BIDS FOR 5700 NAR BITUMINOUS COAL FOR BORYEONG POWER PLANT; 390K MT FOR NOV LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 390,000 Metric Tons of Bituminous coal ...
Wednesday, 13 September 17
U.S. COAL EXPORTS FOR THE FIRST SIX MONTHS OF 2017 WERE 55% HIGHER COMPARED TO THE SAME PERIOD IN 2016 - EIA
COALspot.com: EIA expects the share of U.S. total utility-scale electricity generation from natural gas to fall from an average of 34% in 2016 to a ...
Wednesday, 13 September 17
SOME THOUGHTS ON NORTH KOREA, US & CHINA - THEODORE NTALAKOS
The trade volume between North Korea and China is more than $5 billion per year. 83% of North Korea's exports end up in China; similarly, about ...
Tuesday, 12 September 17
NEWCASTLE FOB PRICES ROSE STRONGLY AND ARE NOW THREATENING TO BREAK THROUGH US$100/T - DANIEL HYNES
COALspot.com: The rise in crude oil market supported further gains in thermal coal, says Daniel Hynes Senior Commodity Strategist at ANZ.
Acco ...
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Showing 1941 to 1945 news of total 6871 |
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- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- Kartika Selabumi Mining - Indonesia
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karaikal Port Pvt Ltd - India
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Tamil Nadu electricity Board
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
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