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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Australian Coal Association
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
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