We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 04 February 22
RENEWABLES ON THE RISE, COAL CONTINUOUSLY FALLING - EUROPEAN COMMISSION
Although oil (34.5%) and natural gas (23.7%) were still the most important fuel sources in the EU energy mix in 2020, renewable energy’s shar ...
Thursday, 03 February 22
COAL SHORTAGE NOW AT ALARMING LEVELS, SAY ALUMINIUM PRODUCERS - IANS
With no relief in sight despite coal stocks running critically low and production disruptions looming across the Indian aluminium sector, the Alumi ...
Wednesday, 02 February 22
HIGH COKING COAL PRICES PROVIDE GLIMPSE INTO STEELMAKING'S FUTURE - MCKINSEY
Last year was a volatile one in global commodity markets. Demand for coking coal, an essential raw material in the production of steel, was extreme ...
Wednesday, 02 February 22
INDONESIA'S RESTRICTIONS ON COMMODITIES RATTLE MARKETS, MORE MOVES LIKELY - REUTERS
In just the first month of this year, Indonesian policymakers have rattled global markets with restrictions on some of its biggest commodities expo ...
Wednesday, 02 February 22
CHINA'S TOP COAL PRODUCER FORECASTS 28 PCT PROFIT GROWTH IN 2021 - XINHUA
China Shenhua Energy Company Limited, one of the country’s biggest coal producers, said its net profits are expected to jump by 28 percent in ...
|
|
|
Showing 356 to 360 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Binh Thuan Hamico - Vietnam
- Kobexindo Tractors - Indoneisa
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Planning Commission, India
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
|
| |
| |
|
