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Wednesday, 12 October 22
MARKET INSIGHT - INTERMODAL
 Sale and Purchase activity during the first three quarters of 2022 has been remarkable.
Focusing only on Tankers and Bulkers, such vessels changing hands during the first three quarters of 2022 are reported to be somewhere between 1050-1100 ships, totalling around 85 million dwt.
More specifically, approx. 525 Tankers and approx. 550 Bulkers sales have been recorded during that period. A strong increase of abt 40% is witnessed in the Wet tonnage transactions when comparing Q1-22 to Q3-22, while a reduction of close to 30% is noticed in the number of Bulkers sales when comparing Q3-22 to Q1-22.
That fluctuation in the number of deals per sector, reflects the shifting buying interest towards the Wet tonnage, which prevails the market in recent months, given the unfolding energy crisis, expected shortages in the European market & sanctions linked to the Russia-Ukraine situation coming in force, generating longer-average trade routes.
During the past six months the dry Bulk rates have notably declined, something which is slowly and steadily affecting the asset values as well. However, that seems to be coming close to its end, as the commodity of "Coal" in particular, is needed to boost the unfolding global energy shortages and limited supplies on other energy sources and we're already seeing a rebound in the Panamax up to Capesize vessels rates. That rebound is expected to further support smaller segments of the Dry Bulk sector as well.
Looking at the broader picture, current trends appear to be more of a long-lasting market driver, rather than a momentary spike that would deflate soon. Even if the ongoing war hopefully ends soon, energy shortages, the need for reconstruction and the fact that the market would have to re-utilize its traditional trading routes/flows, is something that would clearly take time.
By Mohamed Rabie
SnP Broker
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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Friday, 08 July 22
AUSTRALIAN COAL PRICE BREAKS AGAIN LEVEL US$ 400/TON!, UP AROUND 4% - CNBC INDONESIA
Coal prices shot up again and crossed the level of US$ 400 per ton. On Thursday (7/7/2022) trading, the selling price of August contract closed at ...
Friday, 08 July 22
INDONESIA MULLS MORE FREQUENT SETTING OF CRUDE PALM OIL REFERENCE PRICE - REUTERS
Indonesia is considering setting its crude palm oil (CPO) export reference price every two weeks instead of monthly, a senior trade ministry offici ...
Friday, 08 July 22
BUNKER PRICES EXPECTED TO RECOVER LOST GROUND NEXT WEEK - SERGEY IVANOV, MABUX
Over the Week 27, the world bunker indices showed a sharp decline, primarily due to the fall in oil prices on July 05. The 380 HSFO index fell by 5 ...
Thursday, 07 July 22
NTPC MINES 61% MORE COAL AT 4.22 MN METRIC TONNES IN APRIL-JUNE: PTI
State-owned power giant NTPC on Tuesday said that its coal output grew by 61 per cent to Rs 42.40 lakh metric tonnes in April-June quarter from 26. ...
Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
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- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Marubeni Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Planning Commission, India
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Star Paper Mills Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
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