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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, 13 August 21
INDONESIA’S COAL EXPORTS TO JAPAN DECLINED BY -26.3% YOY TO 11.9 MLN TONNES IN THE FIRST 7 MONTHS OF 2021; STILL THE SECOND LARGEST SOURCE FOR JAPAN’S COAL IMPORTS IS INDONESIA - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. Total global loadings in the 12 months of 2020 were down -12.7% year-on-yea ...
Thursday, 12 August 21
ONLY 3 VLCCS SOLD FOR DEMOLITION IN 2021 AS SECONDHAND PRICES TEMPT - BIMCO
During the first seven months of 2021, only three actively trading Very Large Crude Carriers (VLCCs) have been sold for demolition. The current mar ...
Wednesday, 11 August 21
U.S: EIA EXPECTS COAL EXPORTS TO TOTAL 90 MMST IN 2021, 30% INCREASE FROM 2020
Coal production in EIA's forecast totals 607 million short tons (MMst) in 2021, an increase of 13% over 2020.
EIA is also ...
Wednesday, 11 August 21
MARKET INSIGHT - INTERMODAL
Energy is at the core of the global climate dialogue as the climate challenge is essentially an energy challenge. Policy experts around the world a ...
Tuesday, 10 August 21
34 INDONESIAN COAL COMPANIES TEMPORARILY BANNED FOR COAL EXPORTS
The Ministry of Energy and Mineral Resources (ESDM) has imposed sanctions in the form of a coal export ban for 34 coal companies as reported by CNB ...
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- VISA Power Limited - India
- Planning Commission, India
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Kumho Petrochemical, South Korea
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Minerals Council of Australia
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Ind-Barath Power Infra Limited - India
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Port Waratah Coal Services - Australia
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- Eastern Coal Council - USA
- The University of Queensland
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
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