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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, 30 June 21
BUMA SIGNED MINING AGREEMENT WITH ADARO
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA"), has entered into an agreement for the p ...
Wednesday, 30 June 21
MARKET INSIGHT - INTERMODAL
The strong freight performance since the beginning of year has continued for the dry bulk market with earnings being at the highest level in over a ...
Monday, 28 June 21
MINISTRY OF ENERGY AND MINERAL RESOURCES OF INDONESIA THREATENS TO REVOKE 2,350 MINING BUSINESS PERMITS
The Ministry of Energy and Mineral Resources said that the revocation of mining business permits was in accordance with President Jokowi's inst ...
Sunday, 27 June 21
INDONESIA'S STATE-OWNED UTILITY PLN'S 2060 NET ZERO AMBITION NOT WITHOUT FLAWS AND GAPS - IEEFA
Indonesia on the right emissions reduction pathway but same old coal stories persist
Recent announcements by Indonesia’s state-owned uti ...
Saturday, 26 June 21
COAL PRICES HIT DECADE HIGH DESPITE EFFORTS TO WEAN THE WORLD OFF CARBON - WSJ
Rebounding electricity usage and scanty rainfall in China have added fuel to the rally
Coal prices have climbed to their highest lev ...
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- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- PTC India Limited - India
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Mjunction Services Limited - India
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
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