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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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Friday, 27 August 21
THE ECONOMICS OF INDONESIA’S DIESEL POWER PLANT TO GAS CONVERSION PLAN ARE PROBLEMATIC - IEEFA
Deploying new small-scale LNG is an uphill battle for PGN
Indonesian gas is currently in a precarious position, where the government needs to ...
Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
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- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Globalindo Alam Lestari - Indonesia
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Central Java Power - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- CNBM International Corporation - China
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- The University of Queensland
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- VISA Power Limited - India
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Australian Coal Association
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
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