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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, 28 July 21
IN THE PHILIPPINES, COAL’S DEMISE MAKES WAY FOR A RENEWABLE ENERGY BOOM - IEEFA
Imported gas lock-in could undermine the economic benefits of a clean energy transition
The Philippines’ energy sector is on t ...
Wednesday, 28 July 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during this first half of the year, we continue to come across surprises and new restrictions which are trembling ...
Saturday, 24 July 21
UNDERSTANDING INDIA'S LATEST PEAK POWER DEMAND RECORD - IEEFA
Ramping up solar will be crucial as peak power demand hits during the day
At around noon on 7 July 2021, India’s instantaneous ...
Wednesday, 21 July 21
MARKET INSIGHT - INTERMODAL
Dry Buk Sales and Purchase activity has heated up during 2021, reaching record high levels during the first half of the year. The increased interes ...
Monday, 19 July 21
CHINA'S COAL OUTPUT UP 6.4 PCT IN H1 - XINHUA
China’s raw coal output climbed 6.4 percent year on year to 1.95 billion tonnes in the first six months of the year, official data showed.
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- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- Sree Jayajothi Cements Limited - India
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Malabar Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- PTC India Limited - India
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Marubeni Corporation - India
- The Treasury - Australian Government
- Australian Coal Association
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- The University of Queensland
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Electricity Generating Authority of Thailand
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Global Coal Blending Company Limited - Australia
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Posco Energy - South Korea
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
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