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Wednesday, 16 January 19
SHIPPING MARKET INSIGHT - INTERMODAL
 As we go through the first days of the year and just a few weeks before the Chinese New Year, the ship repair sector is witnessing a big difference between the current workload and the one expected a few months down the line. Indeed, shipyards around the world are going through a relatively slack beginning of the year, which includes also includes backlog from the end of 2018, while at the same time they are expecting the start of one of the busiest periods for ship repair sector within the next couple of months. The workload, which is anticipated to be well above the working capacity of yards, is estimated to last till mid-2020.
After almost 4 years of recession in ship repair sector, we are looking at an obvious upturn which is going to pencil a full year and a half of clear benefit to the shipyards. Additionally, shipyards are looking into allocating their work force into the most efficient way, securing the slots for repeated customers and trying to select projects which will give them maximum returns.
Knowing that the boosting factor for the booming repair market derives from the scrubber retrofit wave, the main challenges for the yards are the specialized piping workforce required and of course the long-lasting occupancy of shipyard’s berthing facilities. With regards to the piping workforce, respective certified pipe workers with relatively adequate workmanship are required in order to ensure the success of the respective project. If this requirement is not met, Owners will most likely face delays during installation and post refit malfunctions.
While accessing the overall trend for scrubber retrofits, demand for further retrofits has slowed down, with the number of owners investing in retrofits pretty much defined. Owners that have already purchased scrubber units are those giving almost the full picture of the current scrubber market, which is not likely to expand a lot. Nevertheless, those Owners already involved are still considering
retrofitting more of their ships based on speculation or charterer demands.
Once more, projections in regards to the fuel price spread are also highly diversified. Following the conservative side, some predict the fuel spread price will become more and narrower. The one thing that hasn’t changed is the commitment made by Oil Majors that they will be ready by 2020, but without disclosing the exact technicalities on how they will achieve a stable fuel. This is adding into the uncertainty in regards to the range of the fuel price spread.
After the decision of the Singaporean and Chinese port authorities to not accept open loop scrubbers, another option Owners are taking into consideration is the hybrid or closed loop scrubbers. However, with hybrid scrubber retrofits being a much more expensive solution when it comes both to OPEX and CAPEX compared to open loop, Owners are trying to avoid this more complicated and expensive investment. A good choice for Owners remains the hybrid-ready scrubbers, which can be converted to hybrid in case of need but initially are planned to be used as open loop, having this way all the advantages of the open loop.
By Vassilis Vassiliou
Ship-repair Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
George Panagopoulos
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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Thursday, 03 January 19
CAPESIZE: A MORE POSITIVE START OF THE NEW YEAR THAN EXPECTED FOR THE BIG SHIPS - FEARNLEYS
Capesize
A more positive start of the new year than expected for the big ships, with average gains of US$ 500/day posted on the first tra ...
Tuesday, 01 January 19
INDONESIA: COAL PRODUCTION EXPECTED TO EXCEED THIS YEAR'S TARGET - JP
Indonesian coal production reached 456 million tons up to Thursday or 94.02 percent of this year’s total target of 485 million tons, accordin ...
Monday, 31 December 18
THE INDONESIAN COAL MARKET Q1 '19 FORECAST: LOOKS DIRECTIONLESS - TRADER
The Indonesian coal market looks directionless, an International coal trader said when we asked him to give his forecast for 1Q' 2019.
...
Monday, 31 December 18
GLOBAL COAL DEMAND GREW BY 1% IN 2017; GLOBAL COAL POWER GENERATION INCREASED BY OVER 250 TWH - IEA
After two years of decline, global coal demand grew by 1% in 2017 to 7585 Mt as stronger global economic growth increased both industrial output an ...
Sunday, 30 December 18
MAJOR LNG BUYERS' UNCONTRACTED DEMAND TO QUADRUPLE BY 2030 - WOOD MACKENZIE
Wood Mackenzie’s latest research reveals that uncontracted demand by the world’s seven largest LNG buyers could quadruple to 80 million ...
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- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- London Commodity Brokers - England
- SMC Global Power, Philippines
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- VISA Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Baramulti Group, Indonesia
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- MS Steel International - UAE
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
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