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Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
 While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even speculate that 2021 will be a better year, even if the bar is set too low given to “what went down” last year.
The reality is that positive signs especially for the dry bulk market were seen as early as last summer when the market was slowly showing signs of better days to come. It took some time for shipowners to assimilate the possibility that we are heading towards better days - and nobody can blame them for being sceptical - but the increase on second hand transactions is the most obvious vote of confidence.
If we make a comparison between the number of transactions that materialized during the second half of 2019 and 2020, it is clear that despite the market challenges and uncertainty, investors' confidence remained strong during 2H2020 with second hand deals being up by 18% compared to last year transactions with the most notable acceleration taking place during December.
Of course, this is not the first time that the dry bulk transactions have experienced increased activity. What makes this period different compared to the previous time in my opinion is that it's not only sentiment driven.
Dry Bulk commodity prices have recently experienced an inflection to multi-year highs, amid increased demand after the market got used to a COVID-19 reality. The weather played its part with record low temperatures which favoured coal demand but also created congestion at discharging ports, on top of China’s coal import restrictions from Australia.
Adding to this mix the fact that we expect fleet growth to remain subdued in the next 2 years, it does not take much for the demand - supply balance to improve.
So now we have a perfect storm and this time the storm is working for the market’s favor. It has been a while since the last time this has happened.
It's normal to expect that eventually new building contracting activity will increase but this will only start taking place once second hand values reach levels that are not sustainable. For now, second hand vessels make sense, and let's hope that owners will not rush to NBs as they have done in the past.
Not leaving sentiment out of the equation, we could also speculate that the positive effect expected by the Regional Comprehensive Economic Partnership which is expected to largely influence the container market will rub off to the dry market as well.
Overall, things are looking up and if the order book stays in check the market will do more than just ok in the years to come.
By Timos Papadimitriou,
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.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, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Agrawal Coal Company - India
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Economic Council, Georgia
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Australian Coal Association
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- MS Steel International - UAE
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- The University of Queensland
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Straits Asia Resources Limited - Singapore
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