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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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- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- Indika Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Indogreen Group - Indonesia
- VISA Power Limited - India
- Romanian Commodities Exchange
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Makarim & Taira - Indonesia
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Gujarat Mineral Development Corp Ltd - India
- Edison Trading Spa - Italy
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
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