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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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Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
Thursday, 01 July 21
END TO COAL POWER BROUGHT FORWARD TO OCTOBER 2024
Press Release: The deadline to phase out coal from Great Britain's energy system has been brought forward by a whole year, highlighting the UK& ...
Thursday, 01 July 21
WHY BUILD 600 NEW UNPROFITABLE COAL PLANTS? - DEUTSCHE WELLE
Governments in Asia are planning 600 new coal plants that could lose investors $150 billion and derail efforts to limit temperature rise in line wi ...
Thursday, 01 July 21
FIVE ASIAN COUNTRIES ACCOUNT FOR 80% OF NEW COAL POWER INVESTMENT - THE GUARDIAN
Five Asian countries are jeopardising global climate ambitions by investing in 80% of the world’s planned new coal plants, according to a rep ...
Wednesday, 30 June 21
DELTA DUNIA MAKMUR RECORDED AN IMPROVED REVENUE IN Q1 2021; REVENUE INCREASED BY 49% QOQ TO US$160 MILLION ON THE BACK OF COAL PRICE RECOVERY
PT Delta Dunia Makmur Tbk. (“DOID”) released its consolidated financial and operating results that include its primary and wholly-owned ...
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- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Planning Commission, India
- The Treasury - Australian Government
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- CNBM International Corporation - China
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- London Commodity Brokers - England
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
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