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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, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
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- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- Mjunction Services Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Borneo Indobara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Meralco Power Generation, Philippines
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- GMR Energy Limited - India
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Jindal Steel & Power Ltd - India
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Eastern Energy - Thailand
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