Dry Cargo
Friday Big Picture Report
- Coal demand Not quite as clear as it was June 20th
- Australian Iron ore From major to minor June 13th
- Iron Ore Shipments Getting back on track June 6th
- Australia’s biofouling legislation An indicator of future global regulation? May 30th
- 2019 fleet development Supply growth growing slower May 24th
- Demand drivers Trade trumped May 16th
- Bunker price spreads in 2020 Great expectations May 10th
- Supply outlook Revision time May 2nd
- Dry bulk growth trends Growing optimism April 25th
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The Big Picture: Iron Ore Disruption
Quarter 1 Review
The bad news hasn’t stopped for the Capesize market this year. No sooner had Vale reported its expected losses for the year in the aftermath of Brumadinho then the Australian miners reported on the impacts of Cyclone Veronica on their operations. We sort through the various company reports and our estimates for volumes to get a picture of how things are shaping up.
April 9th
Event Impact Analysis
- Rio Tinto updates iron ore guidance June 19th
- Adani Carmichael gains approval for coal mine after 9-year wait June 13th
- China continues to invest in infrastructure to offset impact of the trade war June 11th
- Coal – China volumes up and wider prices spreads June 11th
- Global steel production up again June 3rd
- Steel and raw material trade still growing June 3rd
- China continues to produce record amounts of steel and pig iron May 24th
- China maintains its appetite for coal and aluminium May 24th
- Canadian soybean exports to China virtually ended May 24th
- Iron ore breaks $100/tonne level May 21st
Mid-Week Chartering Report
- June 18, 2019 June 18th
- June 11, 2019 June 11th
- June 4, 2019 June 4th
- May 28, 2019 May 28th
- May 21, 2019 May 21st
- 14 May, 2019 May 14th
- May 7th, 2019 May 7th
- April 16, 2019 April 16th
- April 9, 2019 April 9th
- April 2, 2019 April 2nd
Contact Braemar Research:
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[email protected]
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+44 (0)20 3142 4200