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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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Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- London Commodity Brokers - England
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Bhushan Steel Limited - India
- McConnell Dowell - Australia
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- The University of Queensland
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kideco Jaya Agung - Indonesia
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Parliament of New Zealand
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- South Luzon Thermal Energy Corporation
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Electricity Authority, New Zealand
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Economic Council, Georgia
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Sical Logistics Limited - India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- ASAPP Information Group - India
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
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