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Wednesday, 24 August 16
MARKET INSIGHT
 Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and to take care of some business — namely signal the transition to the 2020 Summer Olympics in Japan. The theme was “Brazilians can do with their bare hands,” a nod to the emerging economy of the world’s fifth most-populous nation, whilst the world now turns their attention to the world’s third-largest economy, Japan, which most certainly can do it by using robots...However, at a time that Japan is facing unprecedented levels of budget deficit, plans for bold stimulus packages raise further concerns. Japan’s top government spokesmen have in the recent past ruled out the issuance of deficit bonds to fund an economic stimulus package planned for the autumn, hinting at the use of construction bonds for longer-term investments. Let’s hope that shipping, which is an important pillar of the Japanese sourcing capacity receives the support it deserves in the process.
Meanwhile, one of the most paradoxical summers in terms of snp activity is coming to an end, further underlining the illiquidity of the tanker sector and the lack of interest for the container and offshore segments.
Given the lack of finance during all shipping recessions, the redeeming feature of the idiosyncratic shipping investment model is the opportunity it presents during times of high volatility; i.e. based on the basic capital asset pricing (CAP) model used by most investment analysts, which equates volatility with risk, it is this volatility (high risk) and low returns that distinguishes shipping from other investments. In other words, given the lack of finance, it is at times of collapsing earnings that market pundits should recognize the asset value opportunities and move accordingly.
This summer’s paradox on the other hand means that the number of sales in the tanker sector –especially the crude- which has suffered a tremendous blow in earnings is attracting scarce buying interest, whereas the dry bulk sector is finding a strong footing both in healthy volumes of deals transacted and in asset values which are steadily going up despite a rather “zero sum game” earnings timeline. The reasons for such behavior are multiple but recognizing the trend itself is sufficient to make it worth keeping a closer look at any pattern/reaction forming in the near future.
By George Dermatis
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms. Eva Tzima
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.
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Friday, 12 August 16
U.S. WEEKLY COAL OUTPUT ENDING AUGUST 6 FELL SLIGHTLY
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.9 million short ton ...
Thursday, 11 August 16
CAPESIZE THE PACIFIC SIDE IS LOOKING MORE POSITIVE, DRIVEN BY AUSTRALIAN IRON ORE - FEARNLEYS
Supramax
Rates continue to be under pressure with index ending up with 639 points and average TC value at USD6,680, said Fearnleys. Fearnleys A/S ...
Thursday, 11 August 16
EIA ESTIMATES THE DELIVERED COAL PRICE TO U.S. ELECTRIC UTILITIES IN 2017 AVERAGED $2.24/MMBTU; $0.05/MMBTU HIGHER THAN 2016 ESTIMATES
Coal Supply
U.S. coal production in July was 65 million short tons (MMst), an 8 MMst (14%) increase from the previous month but 11 MMst (15%) low ...
Wednesday, 10 August 16
THE DRY BULK MARKET KEPT SOFTENING LAST WEEK; WE CAN SEE MUCH HEALTHIER NUMBERS STARTING SEPTEMBER
The Dry Bulk market kept softening last week as we have now started going through the traditionally quieter days of the summer season peak period, ...
Wednesday, 10 August 16
THE INDONESIAN DRAFT NEW MINING LAW - AMENDMENTS TO THE 2009 MINING LAW
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
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- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Australian Coal Association
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Formosa Plastics Group - Taiwan
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- Metalloyd Limited - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- MS Steel International - UAE
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- White Energy Company Limited
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Madhucon Powers Ltd - India
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- LBH Netherlands Bv - Netherlands
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Minerals Council of Australia
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