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