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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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Tuesday, 01 June 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.02 PCT - XINHUA
China Taiyuan coal transaction price index stood at 160.06 points Monday, down 0.02 percent week on week.
The index, released by Chi ...
Tuesday, 01 June 21
BUMA PRODUCED 11.4 MILLION TONNES OF COAL IN 4Q 2020, 5% LOWER COMPARED TO 12.2 MILLION TONNES IN 4Q 2019
PT Delta Dunia Makmur Tbk. presents its newsletter with consolidated financial and operating results that include its primary and wholly-owne ...
Sunday, 30 May 21
PAKISTAN IS PLANNING TO END COAL IMPORTS, WORSENING OUTLOOK FOR SOUTH AFRICAN COAL - IEEFA
The growing and irreversible risks being faced by South African coal exporters
As Thungela Resources’ CEO attempts to talk up ...
Sunday, 30 May 21
G7 COAL FINANCE EXIT AND WHY IT MATTERS FOR INDIA - IEEFA
While India doesn’t rely on export credit finance to fund new coal plants, there are material implications
The commitment by the Group o ...
Saturday, 29 May 21
SKULD’S IMO 2020 SULPHUR CAP EXPERIENCE
More than a year has passed since the International Maritime Organization (IMO) mandate for the 0.50% sulphur cap for marine fuel (MARPOL Annex VI) ...
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- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Australian Coal Association
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- The University of Queensland
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bharathi Cement Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- ICICI Bank Limited - India
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
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