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Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
 The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that approximately 66% of SnP transactions have ensued in the past two and a half months; 31%, 40% and 28% of which occurred in July (to date), June and May respectively. Contrarily, SnP transactions were at their lowest levels in March and April with respective deal volume apportionments of 7.5% and 4.6% which can be attributed to the adverse effects of the COVID-19 epidemic on the shipping industry. Bank driven/auction sales were at reasonable levels - they slightly exceeded 5%.
Handysize and Supramax vessels were the best sellers as they totalled 64% of reported sales while Kamsarmax and Post-Panamax vessels were the least popular among bulk carriers. Additionally, 31% and 18% of all confirmed buyers were Greek and Chinese, respectively. Vietnamese, various Middle Eastern and Indonesian buyers followed and equally constituted a total of 23% of the overall deal landscape.
Greek buyers were involved in acquisitions across all vessel sizes and ages. They displayed an aggressive appetite for modern Handysize and Supramax vessels and a more moderate desire for similar vintage tonnage. Greek buyers were also responsible for 38%, 63% and 23% of Capesize, Kamsarmax and Ultramax purchases respectively. As per usual, the majority of 15 and 20-year-old Supramax, Panamax and Capesize vessels were acquired by Chinese buyers. Vietnamese and Greek buyers competed for 10-year-old Handysize vessels as they acquired an equally shared 38% of the total tonnage. Various Middle Eastern buyers were behind the purchasing of the largest number of currently known and reported Ultramax vessels (31%) as well as some less modern Supramax vessels (12%). Indonesians increased their overall Supramax and Panamax fleet stocks by 14% and 19% respectively by adding 7 Supramax and 3 Panamax vessels to their tonnages.
The dry bulk sector is currently at its highest point since the start of the year due to consistent increases in recorded SnP transactions. However, the recent resurfacing of certain port closures in light of the escalated spread of COVID-19 are projected to strain SnP activity as crew changes in usual delivery ports are gradually becoming ineffective. The potential ramifications of the aforementioned phenomenon on the future outlook of dry bulk SnP remain to be seen.
By George Kallianiotis
Valuation Department
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.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, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
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- Australian Coal Association
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- McConnell Dowell - Australia
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Pipit Mutiara Jaya. PT, Indonesia
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Dalmia Cement Bharat India
- Vijayanagar Sugar Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Medco Energi Mining Internasional
- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- White Energy Company Limited
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Maheswari Brothers Coal Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- MS Steel International - UAE
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