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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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Friday, 08 September 17
MIXED SIGNALS ON REFINERY PREPARATIONS FOR 2020 FUEL CHANGES - IBIA
A recent consultancy survey has suggested that some 85% of refiners have not made plans for how to deal with the expected dramatic fall in g ...
Thursday, 07 September 17
CAPESIZE: EARNINGS FOR THE BIG SHIPS KEEP UP NICELY AS DIPS ARE MODERATE AND SHORT-LIVED - FEARNLEYS
Supramax
Fewer activities in the Atlantic in start of the week with the US holidays. Owners were asking around low USD 20k for trip ex USG to Far ...
Thursday, 07 September 17
TALK OF CONSTRAINTS ON CHINESE COAL OUTPUT PUSHED PRICES HIGHER - DANIEL HYNES
Commodity markets were largely higher as a weaker USD boosted investor appetite.
According to Daniel Hynes, Senior Commodity Strategist at ANZ ...
Wednesday, 06 September 17
LAYTIME - CHARTERERS' RIGHTS & PORT COSTS - NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
In a recent London Arbitration decision (18/17) the Tribunal had to consider whether the owners were entitled to recover ...
Wednesday, 06 September 17
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The impact of Hurricane Harvey, which made landfall on 25th of August in South East coastline of Texas area has been the major concern of the shipp ...
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Showing 1951 to 1955 news of total 6871 |
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- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- White Energy Company Limited
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Eastern Coal Council - USA
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Siam City Cement PLC, Thailand
- Malabar Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Energy Link Ltd, New Zealand
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Essar Steel Hazira Ltd - India
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
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