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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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Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
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- Rashtriya Ispat Nigam Limited - India
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Star Paper Mills Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Renaissance Capital - South Africa
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Global Coal Blending Company Limited - Australia
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- South Luzon Thermal Energy Corporation
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- PTC India Limited - India
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
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