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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, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
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- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- PTC India Limited - India
- London Commodity Brokers - England
- VISA Power Limited - India
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Jindal Steel & Power Ltd - India
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Planning Commission, India
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Indian Energy Exchange, India
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- The University of Queensland
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Georgia Ports Authority, United States
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- McConnell Dowell - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- International Coal Ventures Pvt Ltd - India
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