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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, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
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- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Edison Trading Spa - Italy
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Commonwealth Bank - Australia
- Planning Commission, India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Rio Tinto Coal - Australia
- The University of Queensland
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Minerals Council of Australia
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
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