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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, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- The University of Queensland
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Malabar Cements Ltd - India
- PTC India Limited - India
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Heidelberg Cement - Germany
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Attock Cement Pakistan Limited
- Tamil Nadu electricity Board
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Holcim Trading Pte Ltd - Singapore
- Thai Mozambique Logistica
- Parliament of New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
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