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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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Saturday, 17 July 21
COAL PRICES TRADE AT DECADE HIGH OF $140 PER TONNE, HERE ARE SOME FACTORS AT PLAY: CNBC-TV18
Coal prices are trading at $140 per tonne. In the last one week, coal has seen more than 8 percent gains; the last one month has seen 24 percent ju ...
Thursday, 15 July 21
U.S. FOSSIL FUEL CONSUMPTION FELL BY 9% IN 2020, THE LOWEST LEVEL IN NEARLY 30 YEARS - EIA
U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years
In 2020, total consumption of fossil fuels in t ...
Thursday, 15 July 21
IN 2020, U.S. COAL PRODUCTION FELL TO ITS LOWEST LEVEL SINCE 1965 - EIA
U.S. coal production totaled 535 million short tons (MMst) in 2020, a 24% decrease from the 706 MMst mined in 2019 and the lowest level of coal pro ...
Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and de ...
Tuesday, 13 July 21
JAPAN STILL SEEKING TO EXPLOIT COAL POWER LOOPHOLES - IEEFA
JBIC wants to continue burdening developing nations with its expensive coal-fired power technology
Japan is continuing to push its expensive c ...
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- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Oldendorff Carriers - Singapore
- New Zealand Coal & Carbon
- PTC India Limited - India
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Rio Tinto Coal - Australia
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Ministry of Mines - Canada
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Deloitte Consulting - India
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- India Bulls Power Limited - India
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Latin American Coal - Colombia
- Indonesian Coal Mining Association
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Port Waratah Coal Services - Australia
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
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