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Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
 While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly tables with the concluded deals in the DRY market - a phenomenon common in the first months of the year characterized by low seasonality - there is another indicator that would be in our opinion more representative of the trends to prevail in relation to the activity in dry S&P. This indicator is the intensity of the movements/interest one notices before the completion of a deal by potential buyers. And while the number of deals is easily quantified in numbers in the context of a table, the above-mentioned indicator is a qualitative / empirical one, possibly entailing a greater weight on the trend that will follow in numbers.
More specifically, during the last few weeks, we have observed a gradual rise in buying interest that translates both into new purchase enquiries and reactivation of older ones that had come to a halt in the last months of the year. This activity, in no way, comes close to the one we experienced in September/October 2021, but it is a satisfactory basis to hint an increase in buying and selling soon after the freight market stabilizes and starts to show direction following the Chinese New Year and more so after the Winter Olympics. This will help to reduce the gap that has been created between the prices offered by buyers and demanded by sellers, which has so far kept benchmark values resilient despite the freight market slump. The course of the deals will surely be reinforced by any new ships for sale that usually enter the market after CNY mainly from the Japanese market. Also, let's not forget that this year, ships built in 2007 and 2012, with 2007 being the beginning and 2012 the peak of the wave of newbuildings deliveries in dry, reach 15 and 10 years respectively with what this entails for their special survey dates and the current policy of fleet renewal by shipowners, so increased circulation of assets of this age bracket is likely to be observed.
As far as tankers are concerned, the relative stability to lackluster freight levels prevailing in the freight market has extended the buying window in the sector and helps so that increased buying interest translates into more deals compared to dry, since the parts of the transactions - buyers and sellers - enter the negotiating table having a smaller gap to fill. It is worth mentioning that among those interested in tankers, there are dry bulk players who either want to enter the sector for the first time or return and diversify their assets to take advantage of cyclicality, so a possible difficulty of completing deals in dry - at least for the immediate future - can turn them more decisively towards tankers.
By Nassos Soulakis,
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
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, 18 April 22
DEMAND FOR THERMAL COAL TO RISE DUE TO INCREASE IN ELECTRICITY DEMAND: INDIAN COAL MINISTRY - PTI
Coal block allocatees have a golden opportunity to augment production as the demand for thermal coal will rise due to an increase in electricity de ...
Tuesday, 05 April 22
INDONESIAN COAL PRICE REFERENCE HITS RECORD ABOVE $288
COALspot.com: Indonesian Coal Price Reference for April in a steep climb from March 2022.
As expected, Russia – Ukraine war dr ...
Thursday, 31 March 22
CHINA STATE PLANNER ASKS COAL INDEX PROVIDERS TO RECTIFY IRREGULARITIES - REUTERS
China’s state planner has asked some major coal price index providers to rectify “severe irregularities” it had identified in the ...
Thursday, 31 March 22
IMPORTED COAL PRICES TO JUMP 55% IN APR-JUN, IMPACT INDIAN FIRMS: ICRA - LIVEMINT
Supply disruption owing to the Russia-Ukraine conflict could push the price of imported coal by 45-55% in Q1FY23 compared to the previous quarter, ...
Thursday, 31 March 22
CHINA'S COAL OUTPUT SET FOR MODERATE GROWTH IN 2022 - INDUSTRY BODY - REUTERS
China is expected to see its coal output to grow further in 2022 after hitting a record last year, an industry body forecast on Wednesday, as the c ...
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- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- PTC India Limited - India
- Vedanta Resources Plc - India
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Electricity Generating Authority of Thailand
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Minerals Council of Australia
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Baramulti Group, Indonesia
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Australian Commodity Traders Exchange
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
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