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Wednesday, 13 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
 If there is one word that can describe the current shipping environment then that this word is most probably “volatility.” The sentiment changes in the blink of an eye. Regulations, tariffs, sanctions, you name it, all play their part. For some, volatility provides opportunities and possibilities to speculate and invest. For others volatility only prolongs the uncertainty and adds to the fatigue. Either way this is the current reality and there are no signs that things will change and become more predictable.
It is widely accepted that shorter cycles are here to stay. Orderbooks and scraping do play a role but sentiment and trade agreements are in the driver's seat. In an industry that is 100% capital intensive to begin with, now more than ever the need for quick reflexes is imperative.
Shorter cycles that span anywhere from 6 to 18 months mean that the opportunity to make money for shipowners is heavily dependent on the price they paid to acquire or build the asset. With that being said the term “asset play” gains a different meaning. The ability to be able to sell or buy an asset when opportunity arises will be very important to the survival let alone the prosperity of a shipping company. Asset play will become more complex and more structured. An early sign of this is last year's import regulations that China implemented that very quickly created a sub-market segregating Tier I and Tier II ships within each size segment.
Don't get me wrong, the way a company operates or charters their assets will still always be the main source of income and will stay at the core of the business model separating the good from the very successful, but the ability to let go of an asset or the capacity to buy an asset due to an opportunity, will give a significant edge to anyone that can do it.
In a market environment that financing remains scarce, expensive and for many still not easily accessible all of the above is easier said than done. But you can’t or at least you should not ignore where things are heading.
More than ever before, this industry is being led by people that know shipping or at least are willing to have a long presence in shipping. The outlanders that entered - or invaded for some - the previous years have either switched focus or have taken the back seat after years of failing to predict the market, realizing that liquidity is not easily achieved when all things go south.
All in all, as long as newbuilding ordering is rational and mostly driven by need of new tonnage and reasonable speculation, over-supply will stay in check, adjust and eventually cease to exist and in my humble opinion shorter cycles will play a role to that. For a shipping company this will make the need for increased SnP activity vital. We are moving towards an industry that will be even faster paced going forward, with new possibilities to be explored and new boundaries, technological and operational to be pushed. With the BDI currently at very low levels it is only logical that we cannot see the forest for the trees, but the forest is there and it is full of opportunities.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
George Panagopoulos
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.
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Wednesday, 31 July 19
INDIA'S 2019 THERMAL COAL IMPORTS SEEN AT 180-185 MLN T - WOODMAC
India is expected to import 180-185 million tonnes of thermal coal in 2019, said Dale Hazelton, head of thermal coal at consultancy Wood Mackenzie. ...
Wednesday, 31 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
It was a fairly busy week in the dry S&P market. Despite the ease of Capesize rates which impacted Panamaxes as well, interest from potential b ...
Sunday, 28 July 19
ULTRAMAX - INDONESIAN COAL CARGOES SAW A 63,000DWT SHIP FIXING DELIVERY FOR A SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY CHINA, AT $11,700 - BALTIC BRIEFING
Capesize
The market was a white knuckled ride this past week as a large downside movement shed value quickly leaving many in bewilderment. The ...
Wednesday, 24 July 19
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.27 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.78 points Monday, down 0.27 percent week on week.
The index, released by Chi ...
Wednesday, 24 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
Tonnes of ink has been spent analysing the rebound of the dry bulk market the last weeks with the most representative example being the rising perf ...
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- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Thai Mozambique Logistica
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Australian Coal Association
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- Xindia Steels Limited - India
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
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