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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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Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping su ...
Tuesday, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
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- Essar Steel Hazira Ltd - India
- Kobexindo Tractors - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Marubeni Corporation - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Ceylon Electricity Board - Sri Lanka
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- VISA Power Limited - India
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Central Electricity Authority - India
- Parliament of New Zealand
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Mines - Canada
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Planning Commission, India
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Minerals Council of Australia
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
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