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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, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
Thursday, 23 December 21
COAL DEMAND TO PEAK IN INDIA BY 2030, WILL BACK UP RENEWABLES: NITI REPORT - BUSINESS STANDARD
Coal will remain India’s mainstay energy source and the country will shape global demand this decade, two reports have said a month after the ...
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- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
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- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Formosa Plastics Group - Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Singapore Mercantile Exchange
- Parliament of New Zealand
- The Treasury - Australian Government
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- The University of Queensland
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Australian Coal Association
- CNBM International Corporation - China
- MS Steel International - UAE
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
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