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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, 05 June 21
IT'S TIME FOR THE BIDEN ADMINISTRATION TO CHAMPION RENEWABLE ENERGY IN THE PHILIPPINES, NOT NUCLEAR OR FOSSIL GAS - IEEFA
Fossil gas and nuclear investments risk locking in costly, outdated infrastructure for the long-term
The United States has spent the ...
Friday, 04 June 21
NEW COAL-FIRED POWER PLANTS IN INDIA WILL BE ECONOMICALLY UNVIABLE - IEEFA
Coal capacity additions face major stranded asset risk
Much of India’s 33 gigawatts (GW) of coal-fired power capacity currently under co ...
Thursday, 03 June 21
JUNE HBA IS HITTING ABOVE $100 AND SETTLED AT ITS HIGHEST SINCE OCTOBER 2020
COALspot.com: The Indonesia coal price reference for June 2021 settles at US$ 100.33 per ton FOB vessel.
The Indonesia coal pr ...
Wednesday, 02 June 21
INDONESIA RV WAS DOWN TO LOW/MID $20,000S DAY FOR PANAMAX/KAMSARMAX WITH DELIVERY S CHINA - BANCHERO COSTA
Panamax
A softening week in the Pacific basin with rates under a downward pressure mainly caused by the oversupply of tonnage in the area, said ...
Wednesday, 02 June 21
EUROPEAN UNION'S IRON ORE IMPORTS - BANCHERO COSTA
The European Union (27) is currently the fourth largest importer of iron ore in the world, after China, Japan, and South Korea.
Euro ...
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- Electricity Generating Authority of Thailand
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- VISA Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- White Energy Company Limited
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
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