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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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- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Malabar Cements Ltd - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- SN Aboitiz Power Inc, Philippines
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Grasim Industreis Ltd - India
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Economic Council, Georgia
- Vizag Seaport Private Limited - India
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Edison Trading Spa - Italy
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