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Wednesday, 12 October 22
MARKET INSIGHT - INTERMODAL
 Sale and Purchase activity during the first three quarters of 2022 has been remarkable.
Focusing only on Tankers and Bulkers, such vessels changing hands during the first three quarters of 2022 are reported to be somewhere between 1050-1100 ships, totalling around 85 million dwt.
More specifically, approx. 525 Tankers and approx. 550 Bulkers sales have been recorded during that period. A strong increase of abt 40% is witnessed in the Wet tonnage transactions when comparing Q1-22 to Q3-22, while a reduction of close to 30% is noticed in the number of Bulkers sales when comparing Q3-22 to Q1-22.
That fluctuation in the number of deals per sector, reflects the shifting buying interest towards the Wet tonnage, which prevails the market in recent months, given the unfolding energy crisis, expected shortages in the European market & sanctions linked to the Russia-Ukraine situation coming in force, generating longer-average trade routes.
During the past six months the dry Bulk rates have notably declined, something which is slowly and steadily affecting the asset values as well. However, that seems to be coming close to its end, as the commodity of "Coal" in particular, is needed to boost the unfolding global energy shortages and limited supplies on other energy sources and we're already seeing a rebound in the Panamax up to Capesize vessels rates. That rebound is expected to further support smaller segments of the Dry Bulk sector as well.
Looking at the broader picture, current trends appear to be more of a long-lasting market driver, rather than a momentary spike that would deflate soon. Even if the ongoing war hopefully ends soon, energy shortages, the need for reconstruction and the fact that the market would have to re-utilize its traditional trading routes/flows, is something that would clearly take time.
By Mohamed Rabie
SnP Broker
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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Friday, 04 November 22
CHINA EXPANDS COAL TERM CONTRACTS TO ALL MINES TO STABILIZE MARKET - REUTERS
China has expanded long-term thermal coal supply contracts for 2023 to all coal mines and asked power utilities to source more of their demand thro ...
Thursday, 03 November 22
HANDYSIZE VALUES MOVING UP IN OCTOBER, WHILE LNG VALUES SKYROCKET - VESSELSVALUE
Handysize values have increased this month across most ages, following a period of decline. Values for generic 10 year old Handysizes have moved up ...
Thursday, 03 November 22
EUROPEAN GAS SUPPLY SURPLUS, NOVEMBER HBA DOWN TO US$ 308.2 PER TON - ESDM
European gas supply conditions have a major influence in determining fluctuations in the Reference Coal Price (HBA). The November 2022 HBA recorded ...
Wednesday, 02 November 22
MARKET INSIGHT - INTERMODAL
Only five weeks before western sanctions’ full effect, uncertainty over energy has markets and governments on the edge. What was initially th ...
Tuesday, 01 November 22
CHINA COAL TRADE DISRUPTED BY COVID OUTBREAKS AS WINTER LOOMS - REUTERS
China’s strict COVID-19 policy is constraining coal supplies and pushing up prices, industry officials and traders say, just weeks before the ...
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- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- GMR Energy Limited - India
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Coalindo Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- The University of Queensland
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Tata Chemicals Ltd - India
- The Treasury - Australian Government
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Thiess Contractors Indonesia
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
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