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Wednesday, 24 August 16
MARKET INSIGHT
 Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and to take care of some business — namely signal the transition to the 2020 Summer Olympics in Japan. The theme was “Brazilians can do with their bare hands,” a nod to the emerging economy of the world’s fifth most-populous nation, whilst the world now turns their attention to the world’s third-largest economy, Japan, which most certainly can do it by using robots...However, at a time that Japan is facing unprecedented levels of budget deficit, plans for bold stimulus packages raise further concerns. Japan’s top government spokesmen have in the recent past ruled out the issuance of deficit bonds to fund an economic stimulus package planned for the autumn, hinting at the use of construction bonds for longer-term investments. Let’s hope that shipping, which is an important pillar of the Japanese sourcing capacity receives the support it deserves in the process.
Meanwhile, one of the most paradoxical summers in terms of snp activity is coming to an end, further underlining the illiquidity of the tanker sector and the lack of interest for the container and offshore segments.
Given the lack of finance during all shipping recessions, the redeeming feature of the idiosyncratic shipping investment model is the opportunity it presents during times of high volatility; i.e. based on the basic capital asset pricing (CAP) model used by most investment analysts, which equates volatility with risk, it is this volatility (high risk) and low returns that distinguishes shipping from other investments. In other words, given the lack of finance, it is at times of collapsing earnings that market pundits should recognize the asset value opportunities and move accordingly.
This summer’s paradox on the other hand means that the number of sales in the tanker sector –especially the crude- which has suffered a tremendous blow in earnings is attracting scarce buying interest, whereas the dry bulk sector is finding a strong footing both in healthy volumes of deals transacted and in asset values which are steadily going up despite a rather “zero sum game” earnings timeline. The reasons for such behavior are multiple but recognizing the trend itself is sufficient to make it worth keeping a closer look at any pattern/reaction forming in the near future.
By George Dermatis
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Friday, 12 August 16
U.S. WEEKLY COAL OUTPUT ENDING AUGUST 6 FELL SLIGHTLY
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.9 million short ton ...
Thursday, 11 August 16
CAPESIZE THE PACIFIC SIDE IS LOOKING MORE POSITIVE, DRIVEN BY AUSTRALIAN IRON ORE - FEARNLEYS
Supramax
Rates continue to be under pressure with index ending up with 639 points and average TC value at USD6,680, said Fearnleys. Fearnleys A/S ...
Thursday, 11 August 16
EIA ESTIMATES THE DELIVERED COAL PRICE TO U.S. ELECTRIC UTILITIES IN 2017 AVERAGED $2.24/MMBTU; $0.05/MMBTU HIGHER THAN 2016 ESTIMATES
Coal Supply
U.S. coal production in July was 65 million short tons (MMst), an 8 MMst (14%) increase from the previous month but 11 MMst (15%) low ...
Wednesday, 10 August 16
THE DRY BULK MARKET KEPT SOFTENING LAST WEEK; WE CAN SEE MUCH HEALTHIER NUMBERS STARTING SEPTEMBER
The Dry Bulk market kept softening last week as we have now started going through the traditionally quieter days of the summer season peak period, ...
Wednesday, 10 August 16
THE INDONESIAN DRAFT NEW MINING LAW - AMENDMENTS TO THE 2009 MINING LAW
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
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- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Sakthi Sugars Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- White Energy Company Limited
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sojitz Corporation - Japan
- Australian Coal Association
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thai Mozambique Logistica
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- The University of Queensland
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
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