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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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Monday, 08 April 19
CHEAP COAL SWELLS IN SOUTHEAST ASIA, FOILING GLOBAL GREEN PUSH - NIKKEI
Southeast Asian countries are turning to low-cost coal to satisfy their surging electricity demand as the West shies away from the fossil fuel unde ...
Monday, 08 April 19
SULPHUR 2020 - COUNTDOWN TO THE SWITCHOVER - LLOYD'S REGISTER
Sulphur 2020 (MARPOL Annex VI Reg. 14.1.3) is still dominating headlines and as we draw closer to the 1 January 2020 deadline it’s clear that ...
Monday, 08 April 19
INDONESIAN COAL PRICE REFERENCE PRICE PLUMMETS TO LOW NOT SEEN SINCE AUGUST 2017
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Sunday, 07 April 19
SHIP PASSAGE PLANS - NO ROOM FOR ERROR! - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The English High Court’s judgment in Alize 1954 v Allianz Elementar Versicherungs AG (The CMA CGM Libra) is an impo ...
Sunday, 07 April 19
IMO 2020: READY OR NOT? - WOOD MACKENZIE
New Year’s Day 2020 is firmly marked in the calendar as the refining and shipping industries prepare for change.
The International Marit ...
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- Central Java Power - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Bhushan Steel Limited - India
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Aditya Birla Group - India
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Bukit Asam (Persero) Tbk - Indonesia
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Australian Coal Association
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Orica Mining Services - Indonesia
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- The University of Queensland
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Planning Commission, India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- SN Aboitiz Power Inc, Philippines
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