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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, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
Thursday, 23 December 21
COAL DEMAND TO PEAK IN INDIA BY 2030, WILL BACK UP RENEWABLES: NITI REPORT - BUSINESS STANDARD
Coal will remain India’s mainstay energy source and the country will shape global demand this decade, two reports have said a month after the ...
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- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Sakthi Sugars Limited - India
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- VISA Power Limited - India
- Marubeni Corporation - India
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Indika Energy - Indonesia
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Heidelberg Cement - Germany
- White Energy Company Limited
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
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