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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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Tuesday, 29 March 22
MEMR OF INDONESIA HAS FIXED COAL PRICE AT US$ 90 PER TONNE FOR DOMESTIC INDUSTRIES EXCEPT SMELTER INDUSTRIES; FOR PLN USD 70 IS APPLICABLE
Minister of Energy and Mineral Resources (ESDM) Arifin Tasrif has set the selling price of coal for domestic, industrial except metal processing an ...
Monday, 21 March 22
A FORCE MAJEURE TO BE RECKONED WITH - BALTIC EXCHANGE
Sanctions cause payment confusion
This dispute in MUR Shipping BV v. RTI Ltd [2022] EWHC 467 (Comm) related to an owner’s purported exercis ...
Monday, 21 March 22
CHINA'S COAL OUTPUT UP 10.3 PCT IN FIRST TWO MONTHS - XINHUA
China’s raw coal output posted fast growth in the first two months of 2022, while coal imports continued to shrink, official data showed.
...
Tuesday, 15 March 22
INDUSTRY VETERANS & ORGANIZATIONS HONOURED WITH THE PRESTIGIOUS SHIPTEK INTERNATIONAL AWARDS 2022
Press Release: The 15th edition of the prestigious ShipTek International Conference & Awards 2022 concluded successfully from March 7th - 8th 2 ...
Tuesday, 15 March 22
CHINA'S COAL OUTPUT GROWS TO STABILIZE MARKET SUPPLY - XINHUA
China’s coal market has seen growth in output since late February amid the country’s efforts to stabilize production and ensure supply, ...
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- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- The University of Queensland
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- International Coal Ventures Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Planning Commission, India
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PTC India Limited - India
- Standard Chartered Bank - UAE
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