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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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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
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 ...
Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
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- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Grasim Industreis Ltd - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Posco Energy - South Korea
- PTC India Limited - India
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- MS Steel International - UAE
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Energy Development Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- VISA Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Toyota Tsusho Corporation, Japan
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Bhatia International Limited - India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Trasteel International SA, Italy
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Africa Commodities Group - South Africa
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
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