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Sunday, 30 August 20
PANAMAX - THIS WEEK THE DEMAND HAS PICKED UP, BUT THE TONNAGE LIST IS INCREASING DAY BY DAY - FEARNLEYS
Cape Size
More or less flat from previous week, with cape rates moving from US$ 19,500 to 18,900 on average. West Australia however being more positive, with c5 presently at US$ 8.4 pmt level, up from upper US$ 7's previous week due to tighter supply caused by another typhoon hitting as well as practical challenges related to Covid 19, Fearnleys said in its latest weekly report.
Period activity is presently low.
Panamax
According to Fearnleys ‘s weekly report published on last Thursday further noted that, last week we saw the Panamax market taking a turn with a slower market and less demand, especially in the Atlantic. This week the demand has picked up, but the tonnage list is increasing day by day.
ECSA TA’s are being fixed on APS bss and the P1A index is currently yielding around US$15,000 while the shorter Baltic rounds has been fixed at low US$14,000 bss UK delivery. For the ECSA grain run to Far East there has been talks of better bids, and currently being reported at around US$14,000 bss delivery SE Asia. In the Pacific in general we do see a more stable market with rounds being fixed in the US$ 13,500 -14,000 region depending on delivery.
Supramax
Fearnleys also noted that, less activity from Atlantic where all routes lost some ground. Handful fresh orders from N Cont. Some scrap cargoes were fixed around 15 on ultras.
Grain run from B Sea to SE ASIA were concluded close to US$ 23,000. From Med to W Africa with clinker one could reach levels around US$ 18,000.Similar for ships open Cont-levels for USG fhaul rates where ships were covered around US$ 25,000. USG back to Cont were done around US$ 16,000. Still strong rates from the Indian Ocean where ships are fixing around USD 16,000 to China and around USD 14,000+400,000 gbb S Africa to Far East. Further east Nopac rv fixing above US$ 10,000 for nopac rv’s, while backhaul rates around half.
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Wednesday, 12 August 20
U.S. COAL PRODUCTION IN 2020 WILL DECREASE BY 29% FROM 2019 LEVELS TO 502 MMST - EIA
U.S. coal consumption, which dropped to its lowest point since April, totaled 95 MMst in the second quarter of 2020.
EIA expec ...
Tuesday, 11 August 20
BHP COAL ASSETS WORTH A BILLION LESS THAN JUST TWO YEARS AGO - IEEFA
Another global investor, the UK’s biggest public pension fund NEST, has withdrawn funds from BHP this week because the company is profiting & ...
Monday, 10 August 20
COAL IMPORT DROPS 43% IN JULY OWING TO HIGH STOCKPILE AT PITHEADS, PLANTS - PTI
“The market participants seem to have adopted a wait and watch approach and are currently looking for a direction. We do not expect to see an ...
Saturday, 08 August 20
GLOBAL COAL POWER PUZZLE - BALTIC EXCHANGE
Global Energy Monitor’s latest Global Coal Plant Tracker has put another nail in the coffin for the coal-carrying fleet with its finding that ...
Friday, 07 August 20
PEABODY'S $1.42 BILLION WRITE-DOWN CONCEDES COAL MINES HAVE LITTLE VALUE AND DIM FUTURE - IEEFA
Trouble at biggest mine in Powder River Basin speaks volumes about state of industry
Peabody Energy, the world’s largest priva ...
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- Borneo Indobara - Indonesia
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Mineral Development Corp Ltd - India
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Siam City Cement - Thailand
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Videocon Industries ltd - India
- International Coal Ventures Pvt Ltd - India
- ASAPP Information Group - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Australian Coal Association
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Grasim Industreis Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
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