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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, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- Petron Corporation, Philippines
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- GMR Energy Limited - India
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Australian Coal Association
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- MS Steel International - UAE
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Planning Commission, India
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
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