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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 tables with the concluded deals in the DRY market - a phenomenon common in the first months of the year characterized by low seasonality - there is another indicator that would be in our opinion more representative of the trends to prevail in relation to the activity in dry S&P. This indicator is the intensity of the movements/interest one notices before the completion of a deal by potential buyers. And while the number of deals is easily quantified in numbers in the context of a table, the above-mentioned indicator is a qualitative / empirical one, possibly entailing a greater weight on the trend that will follow in numbers.
More specifically, during the last few weeks, we have observed a gradual rise in buying interest that translates both into new purchase enquiries and reactivation of older ones that had come to a halt in the last months of the year. This activity, in no way, comes close to the one we experienced in September/October 2021, but it is a satisfactory basis to hint an increase in buying and selling soon after the freight market stabilizes and starts to show direction following the Chinese New Year and more so after the Winter Olympics. This will help to reduce the gap that has been created between the prices offered by buyers and demanded by sellers, which has so far kept benchmark values resilient despite the freight market slump. The course of the deals will surely be reinforced by any new ships for sale that usually enter the market after CNY mainly from the Japanese market. Also, let's not forget that this year, ships built in 2007 and 2012, with 2007 being the beginning and 2012 the peak of the wave of newbuildings deliveries in dry, reach 15 and 10 years respectively with what this entails for their special survey dates and the current policy of fleet renewal by shipowners, so increased circulation of assets of this age bracket is likely to be observed.
As far as tankers are concerned, the relative stability to lackluster freight levels prevailing in the freight market has extended the buying window in the sector and helps so that increased buying interest translates into more deals compared to dry, since the parts of the transactions - buyers and sellers - enter the negotiating table having a smaller gap to fill. It is worth mentioning that among those interested in tankers, there are dry bulk players who either want to enter the sector for the first time or return and diversify their assets to take advantage of cyclicality, so a possible difficulty of completing deals in dry - at least for the immediate future - can turn them more decisively towards tankers.
By Nassos Soulakis,
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
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, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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Showing 361 to 365 news of total 6871 |
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- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- VISA Power Limited - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- PTC India Limited - India
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The University of Queensland
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- White Energy Company Limited
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Australian Coal Association
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
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