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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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Monday, 23 August 21
CHINESE COAL PRODUCTION RISES 4.9 PCT IN 1ST 7 MONTHS OF 2021 - NBS
Official figures demonstrated that the Chinese raw coal production surged 4.9 percent annually to 2.26 billion tonnes in the January-July period of ...
Friday, 20 August 21
ARE WE LOOKING AT THE NEXT DRY BULK SUPER CYCLE? IS IT EVEN A CYCLE? - BIMCO
Throughout the first half of the year, talk of a new dry bulk super cycle has been on many lips as commodity prices have soared to multi-year highs ...
Friday, 20 August 21
BIMCO'S SHIPPING NUMBER OF THE WEEK: CHINESE IRON ORE IMPORTS FALL TO 14-MONTH LOW IN JULY - PETER SAND
Chinese iron ore imports fell to 88.5 million tonnes in July, the lowest level since May 2020. The fall in July means that accumulated imports are ...
Friday, 20 August 21
SOARING DEMAND FOR THE WORLD’S LEAST-LIKED COMMODITY SEES THERMAL COAL PRICES JUMP 106% THIS YEAR - CNBC
Soaring electricity demand, infrastructure woes and a surge in global gas prices have triggered an extraordinary rally for the world’s least ...
Friday, 20 August 21
CHINA’S IRON ORE IMPORTS CONTRACTED YEAR-ON-YEAR BY 2% IN 2018 AND GREW YEAR-ON-YEAR BY ONLY 1% IN 2019 - COMMODORE RESEARCH
Examining the last ten years of China’s crude steel output and iron ore imports shows that China’s iron ore imports have stayed r ...
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- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- The University of Queensland
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- PTC India Limited - India
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Australian Coal Association
- Latin American Coal - Colombia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
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