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Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
 Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to overcome new ones quickly and effectively not only to continue servicing their clients but also in order to move forward. While it is still uncertain if we are still in the Covid-19 era or in the post Covid-19 era, just like in every previous crisis there will be opportunities to be exploited.
Between mid-March and the end of April most countries where either in lock down or had just started coming out of it. As we all know the lockdowns around the globe affected the pace of the different supply chains, which effectively led to reduced volumes of transported cargo. Now that most restrictive measures have started to ease, trade volumes are expected to start picking up and if we also take into account the fact that billions in stimulus packages have been announced by the largest economies, there is a lot of speculation – and great anticipation- that the market will rebound at some point during the remainder of the year.
Some even believe that the momentum will be strong enough to eventually help overcome the challenges that the shipping market was facing prior to the Covid-19 crisis. Additionally, the fact that the presidential US elections are taking place in November means that the uncertainty that was already increasing prior to the lockdowns will eventually have to abate before the end of 2020.
It goes without saying that the effect of any government money poured into any economy will take time until it is truly felt but in terms of boosting sentiment it will help even at earlier stages and before the market starts to move up decisively.
That being said, shipowners should keep a close eye on asset values now and before the market takes off. Volatile times are not for the faint hearted but the reality is that that it is more conservative to invest during a bottoming market instead of buying a vessel when prices have already appreciated, not only because tonnage is priced more realistically but also because the downside in the first instance is much smaller.
Dry bulk asset values have been dropping for the last four months with limited SnP activity during the global quarantine period between mid-March and the end of April when a total of 25 transactions have been reported, exactly half of those that took place during the same period in 2019.
Theory differs from practice many times of course and one could argue that a “wait and see strategy” is a safer investing approach. One can wait as long as she or he desires but there are two facts that nobody can deny; asset prices are low and more cargo will sooner or later start to move. So if you were looking to invest it seems that the timing might be just about right.
By Timos Papadimitriou
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- New Zealand Coal & Carbon
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- MS Steel International - UAE
- Independent Power Producers Association of India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Salva Resources Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- PTC India Limited - India
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Planning Commission, India
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Australian Coal Association
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
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