We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
Friday, 26 November 21
CHINA FINDS COMPLIANCE PROBLEMS IN COAL PRICE INDEX PROBE - REUTERS
China’s state planner on Wednesday said it had discovered some “noncompliant” behaviour among coal price index providers as it an ...
|
|
|
Showing 396 to 400 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- VISA Power Limited - India
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- Parliament of New Zealand
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Medco Energi Mining Internasional
- The University of Queensland
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Planning Commission, India
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Jindal Steel & Power Ltd - India
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Petron Corporation, Philippines
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Mintek Dendrill Indonesia
|
| |
| |
|
