Podcasts about coking coal

Stay Ahead of the Game! Ed Hutton shares technical analysis insights with you Does this sound familiar?  You're constantly analysing market trends, trying to make sense of the fluctuating freight industry. But no matter how hard you try, you just can't seem to grasp the bigger picture. You've been told to rely solely on fundamental analysis, but it's left you feeling frustrated and lost. The pain of missing out on profitable opportunities and making costly mistakes is overwhelming. It's time to break free from ineffective strategies and embrace the power of technical analysis. Hi, I'm Fernanda, your host of this great podcast and it's my job to ensure you're getting your fix of Freight Up fun this week. Join us in this episode of the Freight Up! podcast from FIS as we enlist the help of 'Freight Upper' Ed Hutton, and get more of an understanding of how to see market trends and unlock our path to success! As promised, here's the link to the FIS live app. We also get our first chat with Matthew Howarth talking with us about coking coal. Archie Smith and James Robinson join us for more insight from the Fuel Oil and Iron Ore desks!     And.. Decoding the dance! Unraveling the Intricacies of the Coking Coal Market... Literal uncharted waters this week, as we talk about the coking coal market for the first time on this podcast.  Do you ever wonder what goes on in the busiest trading sessions of the Singapore exchange, where deals between 2KT to 10KT are the norm? Are you curious about what influences the ebb and flow of this global market, and how various physical, financial, and trading house players impact it? What role does China, the major onshore player, play in shaping the market trends? And how does weak demand in China or overall global demand affect the coking process and the market's dynamics? Intriguingly, the market's reactions to bearish conditions have been anything but ordinary. What causes buying interest to surge when prices dip, only to rebound again gradually? And why are traders from Singapore and Australia predicting a further drop in PLV coke and coke prices, potentially to as low as 200 per ton? As you consider these questions, you may find yourself intrigued by the chess game of market reactions - the anticipation, the retreats, the calculated re-entries. There's a peculiar rhythm to it, a dance of sorts. It's not just about trading, it's about understanding the pulse of the market, it's about staying one step ahead of the game... Timestamped summary of this episode:   00:01:04 - OPEC Cuts and Weak Demand Outlook 00:04:05 - High Sulfur Fuel Oil Market Volatility 00:08:29 - Fertilizer Market Reset and Grain Price Impact 00:09:50 - Recap of Q2 Fertilizer Market 00:15:35 - The Importance of Fertilizer Options 00:18:29 - Challenges in the Chinese Steel Industry 00:21:30 - Panamax and Capesize Rates 00:22:32 - Steel Market Analysis 00:28:17 - Iron Ore Market Update 00:29:27 - Steel Production Cuts in China 00:30:09 - Concerns About the Chinese Economy 00:31:25 - Bleak Outlook for the Property Market 00:31:52 - Surging Steel Exports 00:33:14 - Market Skepticism and Iron Ore Futures  

Mining for minerals used in farming, infrastructure and even in electric vehicles. That's what we're going to talk about on the segment today, with the world's largest mining company BHP.  Founded in 1885, BHP is a leading resources company headquartered in Melbourne, with about 80,000 employees and contractors across 90 locations worldwide.  It produces essential commodities through its assets such as open-cut and underground mines, as well as gas production and processing facilities. The minerals include copper for renewable energy, nickel for electric vehicles, iron ore, as well as coal used to make steel.  But how does it operate exactly? What is demand like for the different types of minerals at this point in time?  And with China's leading steelmakers warning of a challenging second half amid sluggish economic recovery – what will this mean for BHP's iron and coal mining business? Meanwhile, BHP earlier announced plans to decarbonise its mining operations to achieve net-zero by 2050, but how does it balance financial viability and environmental goals? On Under the Radar, Drive Time's finance presenter Chua Tian Tian sat down with Vandita Pant, Chief Commercial Officer, BHP for more.See omnystudio.com/listener for privacy information.

At the Noosa Mining and Exploration Conference 2022, Nick Jorss, Executive Chairman and Gerard Redelinghuys, Managing Director of Bowen Coking Coal, spoke to Equity Strategist Tom Sartor about their current project, with two assets now in production, as well as their thoughts on the energy security crisis we are seeing in the market currently. Check out more from Morgans: Visit the Morgans website: www.morgans.com.au Check out our blog: www.morgans.com.au/Blog On Facebook: www.facebook.com/MorgansAU On Instagram: www.instagram.com/Morgans.Australia On Twitter: twitter.com/MorgansAU

A decision by the Qld government to introduce new coal mining royalty tiers has left the industry in shock and angry. See omnystudio.com/listener for privacy information.

In this episode, Michael Mervyn-Jones (EEX) talks to Richard Heath (EEX), Claudia Gerotto (EEX) and Kerry Deal (Freight Investor Services) on the rising importance of Funds in the Dry Freight Market. In the podcast, the panel discuss the history of funds in freight, outline why now is the right time for funds to enter into dry freight and examine what brokers and exchanges can do to attract more funds to the market. If you have any questions relating to this episode, please contact: Claudia GerottoHead of Sales – Global Commodities (EEX)Email: claudia.gerotto@eex.comLinkedin: https://www.linkedin.com/in/claudiagerotto/ Richard HeathHead of Business Development – Global Commodities (EEX)Email: richard.heath@eex.comLinkedin: https://www.linkedin.com/in/richardheatheex/ Michael Mervyn-JonesStrategic Lead – Commercial Content (EEX)Email: michael.mervyn-jones@eex.comLinkedin: https://www.linkedin.com/in/michael-mervyn-jones-42407818b/ For more details on the EEX Global Commodities portfolio, please visit:www.eex.com About Freight Investor Services Freight Investor Services (FIS) was founded in 2001, by Mr. John Banaszkewicz (known to the market as John B). For the past 20 years, FIS has taken a leading role in the development and promotion of the dry FFA market. In addition to the extremely strong presence on dry FFAs, FIS is a leading broker of Iron Ore, Coking Coal, and Steel and Scrap futures, as well as Wet FFAs, Fuel Oil, Base Metals, and Fertilizers. If you have any questions for Kerry Deal or would like to know more about Freight Investor Services, please contact: Kerry DealHead of Business Development – Freight Investor ServicesEmail: KerryD@freightinvestor.comLinkedin: https://www.linkedin.com/in/kerry-deal-a3784214/ See acast.com/privacy for privacy and opt-out information.

Have you met coal? With coking coal finally making significant moves we invite Dave Powell to talk to us about this vitally important commodity. Disclaimer: freightinvestorservices.com/castaway-disclaimer/

In this episode, we chat to Carl Esprey, Executive Director of Contango Holdings who have a large stake in the Lubu Coal Project which is a high-value coking coal project in Zimbabwe and also has their Garalo gold project in Mali.   Carl is a qualified Chartered Accountant and Chartered Financial Analyst and has a long career in the natural resource investment and development sector. He gives us an overview of both projects and a better understanding of the coking coal sector.   KEY TAKEAWAYS   Recently there´s been strong price movement within the commodity complex in general. Contango started out looking at assets that were not greenfield assets. In particular, projects that have resource statements and some sort of mine scoping study. With bulk minerals, Contango only opens mines when they have secured a demonstrable offtake agreement. CoVid has made it hard for people to visit assets, which has slowed the rate at which deals can be closed. Demand for coking coal is strong. In some mines, it is now possible to mine just the coking coal. Instead of having to move and backfill the thermal coal too. The Garalo gold project is probably way bigger than initially thought. Garalo is being studied in more detail. At which point, they will tell the market more and decide what size mill to build. No royalty agreements will be signed until the size of the resource is fully understood. They are hoping to pick up neighbouring properties in the vicinity of Garalo.   BEST MOMENTS ‘In the case of bulk minerals, like coal, we won´t build mines until we have a demonstrable offtake agreement. ´ ‘Coking coal is up about 35% since we listed.' ‘You want to build a large mill and feed it all in from satellite deposits.'   VALUABLE RESOURCES rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/ www.mining-international.org https://twitter.com/MiningConsult https://www.facebook.com/MiningInternational.org https://www.youtube.com/channel/UC69dGPS29lmakv-D7LWJg_Q?guided_help_flow=3   ABOUT THE HOST Rob Tyson is the Founder and Director of Mining International Ltd, a leading global recruitment and headhunting consultancy based in the UK specialising in all areas of mining across the globe from first world to third world countries from Africa, Europe, Middle East, Asia, and Australia. We source, headhunt, and discover new and top talent through a targeted approach and search methodology and have a proven track record in sourcing and positioning exceptional candidates into our clients' organisations in any mining discipline or level. Mining International provides a transparent, informative, and trusted consultancy service to our candidates and clients to help them develop their careers and business goals and objectives in this ever-changing marketplace. CONTACT METHOD rob@mining-international.org https://www.linkedin.com/in/rob-tyson-3a26a68/   Podcast Description   Rob Tyson is an established recruiter in the mining and quarrying sector and decided to produce the “Dig Deep” The Mining Podcast to provide valuable and informative content around the mining industry. He has a passion and desire to promote the industry and the podcast aims to offer the mining community an insight into people's experiences and careers covering any mining discipline, giving the listeners helpful advice and guidance on industry topics. See omnystudio.com/listener for privacy information.

In today's daily round-up of export, trade and commodity finance news, TXF's Max Thompson covers the latest stories and trends across the market: The Japan Bank for International Cooperation has agreed to loan up to $53 million for Japanese trading house Sojitz's unspecified coking coal projects in Australia Law firm HFW has continued to expand its commodities practice with the hire of senior structured trade and commodity finance partner Matthew Cox The International Chamber of Commerce and TradeFlow Capital Management are to introduce a partnership to mobilize capital and improve trade finance access for SMEs Like what you hear? Hit subscribe to stay up to date and for all the latest news online visit www.txfnews.com today.

Montem Resources (ASX: MR1) managing director Peter Doyle joins Small Caps to discuss the company's listing this week. After completing an $8 million initial public offering, Montem Resources is aiming to establish itself as a supplier of Canadian coking coal to the global steel industry. The funds raised will be used to restart the Tent Mountain Mine, and explore the Chinook Project.

Kia ora,Welcome to Friday's Economy Watch where we follow the economic events and trends that affect New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news China is in recovery mode as the US and Europe jerk backwards.First in the US, last week’s level of jobless claims has taken the total past 33 mln and that is now 20% of their workforce. The weekly tally came in higher than analysts were expecting. We will get official data tomorrow, but it is certain to be ugly. A key number to watch is their participation rate.Job cut tracking has spiked to the highest ever in the survey that started in 1993.The US is experiencing a wave of company bankruptcies and the wave is expected to get very much larger. It is also expected to overwhelm the US bankruptcy court system.In China there was a surprise rise in April exports, but imports tumbled - but that tumble didn't include trade with New Zealand although it did with Australia. That saw their overall trade surplus swell. They ran a +US$463 mln surplus with the US in the month, and a -US$46 mln deficit with New Zealand. Surprisingly, they actually ran only a -US$17 mln trade deficit with Australia, surprising because the March quarter deficit was huge. It means that Australia's vast trade surpluses may be coming to an end. No wonder the Aussie iron ore magnates are jumpy these days.China's services sector is still contracting however, but compared with most other countries it is relatively modest, and the April contraction was less than the prior month and well past their steep February contraction.And China's foreign exchange reserves actually rose in April with a small but unexpected gain. A small fall was expected.More Chinese stimulus is on the way with various local governments rolling out some huge projects.And China's carmakers shipped 2 mln vehicles in April, a +1% rise from the same month a year earlier and an indication their industry may be turning a corner positively. This is most unusual data on a worldwide basis.In Europe, Airbus said deliveries tumbled -80% to just 14 aircraft in April.The English central bank has warned it is facing its most severe depression in 300 years with a massive -30% fall in Q2 GDP that the same period in 2019. [Advert]Now, we have an urgent message for you today.If you value this report and want to ensure to is available in the future, we ask you go on to interest.co.nz and show that support by clicking on the “Become a Supporter” button at the top of any page.If you have already done so, our grateful thanks. But we urgently need more readers and listeners to join in.Good journalism and independent financial news coverage is an expensive business and we need your support to keep doing what we do. The latest compilation of Covid-19 data is here. The global tally is now 3,784,100 and up +77,000 from this time yesterday and an unchanged level of increase.Now, just under 33% of all cases globally are in the US, which is up +21,000 since this time yesterday to 1,232,000. This is an unchanged rate of increase. US deaths are now more than 74,000. Global deaths now exceed 260,000. The infection accelerations in Russia, Brazil and India are getting very serious now with all countries suffering huge overnight spikes. We should also note that both Sweden and the UK are the only two European countries that are not getting on top of their epidemic with new infections staying high or rising.In Australia, there are now 6896 cases (+20 since yesterday), 97 deaths (unchanged) and a higher recovery rate of just under 88%. 58 people are in hospital there (-4) with 23 in ICU (-4).There are 1489 Covid-19 cases identified in New Zealand, with one new case yesterday, down from two the day before. Twenty-one people have died, almost all geriatric patients. There are just two people left in hospital with the disease, and none are in ICU. Our recovery rate is now up over 89% and still rising.Prices for hard commodities like iron ore and coking coal are both moving higher based on Chinese demand. Earlier in the March quarter, shipments of these commodities from Australia to China has delivered a record trade surplus for them of AU$10.6 bln in March alone.Wall Street is higher today, and more US states move to re-open for business. The S&P500 is up +1.3% so far, and overnight European markets rose a bit more, up about +1.5% on the same news. Yesterday, both Shanghai and Hong Kong markets slipped lower while Tokyo registered a small gain. The ASX200 slipped as well, but the NZX50 posted a +0.7% rise.The UST 10yr yield is falling in trade in New York, now just over 0.63% and a -8 bps retreat. Gold is sharply higher today, up +US$35 to US$1,720/oz making back all of yesterday's sharp drop, and more.Oil prices are little-changed today. In the US, they are currently at just on US$24/bbl which is a marginal firming. International oil prices are just on US$30/bbl.The Kiwi dollar is +¾c higher overnight, and is now at 60.9 USc on a dipping greenback. On the cross rates we are unchanged at 93.7 AUc. Against the euro we are +½c firmer at 56.2 euro cents. These rises mean the TWI-5 is up to 66.8.Bitcoin is higher again today, up another +6.5% to US$9,873 which means it has risen +US$1000 in just six days.You can find links to the articles mentioned today in our show notes.Get more news affecting the economy in New Zealand from interest.co.nz.Tell your friends and email us a review - we welcome feedback.

Kia ora,Welcome to Tuesday's Economy Watch where we follow the economic events and trends that affect New Zealand.I'm David Chaston and this is the International edition from Interest.co.nz.Today we lead with news the prospects for a rebound in global growth aren't obvious to a global analyst.But first, today is an American public holiday, Martin Luther King Jr Day, and markets are closed there.The IMF said that the fall in global growth appears to have bottomed out but there is no rebound in sight. They cite risks ranging from trade tensions to climate shocks that they say makes the outlook uncertain.. They are recording that American GDP growth dropped -0.6% in 2019, and China's fell -0.5% all due to the trade wars. Of course the dollar fall was much larger for the US given it is a much larger economy. They see the American growth rate falling another -0.5% until 2021 and China's slipping another -0.3%. The only big improvers from here seem to be emerging market economies, and especially Mexico after a very weak 2019. Globally, 2020 won't see any significant 'rebound'. Neither New Zealand nor Australia rate a mention in this review.Overnight, European equity markets were all lower by about -0.3%, with the exception being Frankfurt which managed a +0.2% gain.Yesterday, Shanghai equities rose +0.7%, Tokyo rose +0.2% but Hong Kong tumbled by almost -0.9%. Moody's cut Hong Kong's credit rating from Aa2 to Aa3, citing their inability to resolve the protest issues. [Advert]And here is a message from our friends at Hatch.Investing has changed a lot in the past few years, for the better. Now, anyone with a smartphone or a computer can get started in minutes.Hatch is now helping new investors get up and running with the Hatch Getting Started Course.In only 10 minutes a day for 10 days, you'll be guided through everything you need to know about getting started - from setting up an account to buying your first shares.No jargon, no boring finance stuff, no pressure and no strings attached. Best of all, it's free.  Visit www.hatch.as/course to start today.  China has confirmed that its new and untreatable SARS-like coronavirus is being transmitted human-to-human and while the number of deaths is still low. The number of infected people is rising quickly, with 130 new cases over the weekend. Now health workers fighting the virus are being infected. And international travel is seeing it spread. Much worse, China is about to embark on its huge annual migration for its Spring Festival / New Year holiday and that raises the stakes immeasurably.In Japan, industrial production is still on the skids, down -8.2% in November from the same month a year ago. But at least its decline rate has stopped falling.In Australia, iron ore prices are heading back up again, now close to US$100/tonne, up more than +15% in the past three months. And coking coal prices are on the move back up as well on the steel demand, up +8% since November.Yesterday, the NZX50 fell a sharp -0.5% while the ASX200 rose +0.2%The UST 10yr yield is unchanged due to the US holiday at just under 1.83%. Gold is now at US$1,561/oz and up +US$3 from this time yesterday.US oil prices are a little firmer, now just on US$58.80/bbl and the Brent benchmark is just on US$65.30/bbl.The Kiwi dollar is now at just on 66 USc and while this represents only minor softness in the past 24 hours, it does mean it is at its lowest point in more than a month. On the cross rates we are unchanged at 96.1 AUc. Against the euro we are also unchanged at 59.6 euro cents. That puts our TWI-5 at 71.3.Bitcoin is little-changed from this time yesterday at US$8,651. You can find links to the articles mentioned today in our show notes.Get more news affecting the economy in New Zealand from interest.co.nz and subscribe to receive this podcast in your favourite podcast app - we're on Apple Podcasts, Google Podcasts, Spotify or subscribe on our website.Tell your friends and leave us a review - we welcome feedback.

Confusion over China's policy on coal imports has been hounding the Asian coal market since late-January. There have been talks among market participants about an import ban on Australian coal at China's ports in the northeast, but a Chinese foreign ministry spokesman said the checks are for...

The recent decision by China's National Development and Reform Commission to impose restrictions on seaborne coal imports entering the country has left the thermal and metallurgical coal market participants scratching their heads. In this Brussels to Beijing Commodity Policy Podcast, S&P Global...

Extremely volatile metallurgical coal and coke prices, and delays in industry reference pricing is pushing uncertainty into the market. There is speculation around the rate of return for shipments from Queensland, and how much further restocking is expected.At the recent Eurocoke conference in...

As the Year of the Rooster dawns in China, newly-elected President Donald Trump is getting a running start at steel intensive infrastructure projects in the US and final steel production numbers are out for 2016. The Metals Meltdown boys – Christopher Davis, Peter Brennan and Sebastian Lewis...

With coking coal supply set to come back on stream, steel buyers are increasingly nervous that the current boom in steel prices could bust. Will coke costs weaken? Will European and US steel producers achieve their increased offer levels? And what impact will a future president Trump have on...

The Metals Meltdown boys, Christopher Davis, Sebastian Lewis and Peter Brennan, are back with the latest monthly take on the global steel markets. The Chinese market has firmed on stronger raw materials and expected production cuts, while in Europe supply tightness and trade cases are expected to...

In the inaugural Metals Meltdown podcast, Platts Men of Steel Chris Davis, Peter Brennan, and Sebastian Lewis lift the proverbial iron lid on the economically challenging global landscape for metals, and tell us how raw materials are impacting pricing and the outlook for finished steel goods. Amid...