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Wednesday, 20 February 19
SHIPPING MARKET INSIGHT - INERMODAL
 Market experts mostly agree that the recent dry bulk market downtrend was caused by seasonal slowdown amid the Chinese New Year celebrations in combination with the deadly dam accident in Brazil earlier this year. The latter is a serious disruption that has already had an immediate negative impact on Capesize earnings. Brazil is the world’s second largest iron ore producer country after Australia, with approx. 70% of exports going to East Asia, and most iron ore consists of the highest quality found worldwide that does not require much processing. In addition, other production sites in Brazil are now in the public eye and currently under scrutiny when it comes down to their procedures, safety protocols and infrastructure and might not be able to increase production as desired. Hence, the imminent decrease of Brazil’s output will definitely reduce ton-mile revenue for Capes. The question now is if China is able to, and if they will respond with an increase of their domestic production from their high-cost mines, which will furthermore keep Cape revenues from rebounding to previous higher observed levels.
Besides the Capesize segment, the sudden drop and the swift reversal of sentiment was observed across all major trading routes and all ship sizes. This could be due to the turbulence deriving from the US-China trade war. While many reports/forecasts have been published and a lot of opinions have been heard, the only sure thing is that it adds uncertainty to the an already worrying global economy and a puzzled (amid coming regulations) shipping ecosystem. In the beginning, when the second worldwide largest economy showed signals of slowing down and seemed unable to maintain growth figures, analysts were pointing to the trade war. Recently though, many are wondering if a Chinese structural and fundamental problem will soon surface. In my point of view, if such problem does exist, the shipping world should focus on how the Chinese administration would tackle it. The country’s administration is currently signaling potential further stimulus measures and several are debating if such a program will have a positive impact on seaborne trade and to what degree.
The very slow fresh cargo supply of the past couple of months resulted in a slowdown of SnP activity, which is down 33% ytd. However, from the start of last week a more normal flow of cargo is observed and the BDI showed signs of recovering. At the same time, comparing past week’s SnP market to the start of this month we noted fresh prospective buyers coming on-board ships, while proven buyers took the opportunity to test sellers with levels depicting current market conditions and establishing new market levels.
Whilst some owners worry that we are entering a global bear market and are skeptical if this downturn was an indicator of a more structural issue, the BDI is now on a positive trend and others believe that we are heading towards more stable days having just experienced a short parenthesis in a market that is generally moving towards a healthy recovery and in that respect they maintain their bullish views and appetite for candidates offered at levels in line with current freight rates.
By Ilias M. Lalaounis
SnP 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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Wednesday, 10 April 19
KOSPO INVITED BIDS FOR 160K MT OF MIN. 3700 NCV COAL FOR JUNE LOADING
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 160,000 MT of min. 3,800 Kcal/kg ~max.4,100 ...
Wednesday, 10 April 19
CHINA'S GROWING THERMAL COAL SUPPLY TO PRESSURE EXPORTERS - FITCH RATINGS
Growing Chinese thermal coal supply is likely to lead to further tightening of import controls by the government, putting pressure on seaborne coal ...
Wednesday, 10 April 19
SHIPPING MARKET INSIGHT - INTERMODAL
The tragedy in Brazil’s Vale Brumadinho where a tailings dam collapsed in January ranks among the world’s worst mining disasters. It co ...
Monday, 08 April 19
5TH INDIA NUCLEAR NEW BUILD CONGRESS 2019
5th India Nuclear New Build Congress 2019
The congress in Mumbai aims to bring together representatives from governments, regulators ...
Monday, 08 April 19
THERMAL COAL PRICES FALL, INDIAN POWER PLANTS TO SEE LIMITED GAINS - BUSINESS STANDARD
Thermal coal prices are on a downward spiral globally. Australian coal prices have fallen nearly 20 per cent in the past week, and 40 per cent from ...
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Showing 1426 to 1430 news of total 6871 |
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- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Minerals Council of Australia
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- The University of Queensland
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Planning Commission, India
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- MS Steel International - UAE
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Central Electricity Authority - India
- Directorate Of Revenue Intelligence - India
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- PTC India Limited - India
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Rio Tinto Coal - Australia
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
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