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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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Tuesday, 19 February 19
FAST DEPLETING COAL RESERVES COULD PUSH UP ENERGY PRICES, CAUTIONS EXPERT - THE HINDU BUSINESS LINE
The fast depletion of coal, a strategic resource and India’s fuel of choice currently, has huge implications for energy costs, according to K ...
Monday, 18 February 19
INDIA'S COAL IMPORT FALLS TO 17.25 MT IN JANUARY - PTI
Coal imports saw a decline in January FY 2019 to 17.25 MT from 19.59 MT in the same month of the previous fiscal, according to a report by mjunctio ...
Monday, 18 February 19
THE ROLE OF COAL IN INDIA'S ENERGY AMBITIONS - WCA
India is the world’s second most populous country and figures among the world’s most rapidly growing economies.
The Sout ...
Saturday, 16 February 19
COALTRANS CHINA 2019, CHINA'S LARGEST COAL INDUSTRY GATHERING
Press Release: Coaltrans China 2019 | With the import ban likely to be lifted, it’s time for you to meet your potentia ...
Wednesday, 13 February 19
MALAYSIA WAS THE REGION'S LARGEST COAL IMPORTER WITH 34 MT IN 2018, UP 25% Y-O-Y
Although coal market in 2018 started with strong prices, starting in the beginning of the second half of 2018, the international spot prices for co ...
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- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- The University of Queensland
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- CNBM International Corporation - China
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- MS Steel International - UAE
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- Indika Energy - Indonesia
- Trasteel International SA, Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
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