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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, 26 June 21
KOSPO INVITED BIDS FOR 480,000 MT OF COAL PER ANNUM
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 480,000 MT of NCV 1 Min. 5,600 (Spec 1) /Min. 5,0 ...
Thursday, 24 June 21
FEBRUARY'S INCREASE IN COAL-FIRED ELECTRIC GENERATION REDUCED U.S. COAL STOCKPILES - EIA
Coal stockpiles at U.S. power plants decreased significantly from December 2020 to February 2021, including a draw of nearly 16 million tons in Feb ...
Wednesday, 23 June 21
MARKET INSIGHT - INTERMODAL
The first half of 2021 has brought a very sharp and continued recovery in the dry bulk market and while many where expecting a relatively strong ma ...
Thursday, 17 June 21
2020 PROVED TO BE A TRULY TERRIBLE YEAR FOR GLOBAL SEABORNE COAL TRADE; CHINA'S COAL IMPORTS - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade.
Total global loadings in the 12 months of 2020 were down -12 ...
Thursday, 17 June 21
FITCH RATINGS RAISES SHORT-TERM OIL AND GAS PRICE ASSUMPTIONS
Fitch Ratings has increased its 2021 and 2022 oil price assumptions for the Brent and West Texas Intermediate (WTI) benchmarks due to stronger year ...
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- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- MS Steel International - UAE
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Billiton Holdings Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- The University of Queensland
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Minerals Council of Australia
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Australian Coal Association
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
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