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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, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
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- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- White Energy Company Limited
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- GMR Energy Limited - India
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Posco Energy - South Korea
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
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