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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, 27 May 21
KOMIPO INVITED BIDS FOR 1.56 MILLION TONS OF BITUMINOUS COAL
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) has issued an international tender for total 1,560,000 MT of Bituminous Coal to be used a ...
Thursday, 27 May 21
CHINA POWER DEMAND EXCEEDS PRE-COVID-19 LEVELS; THERMAL OUTPUT STRONG - FITCH RATINGS
Rising Consumption: Total power consumption rose by 21.2% yoy to 1,921.9GWh in 1Q21 due to the fast recovery of China’s economy, after a drop ...
Thursday, 27 May 21
CHINA'S POWER DEMAND EXCEEDS PRE-PANDEMIC LEVELS; RENEWABLES TO DRIVE DEVELOPMENT - FITCH RATINGS
China's power consumption exceeded the pre-Covid-19 levels in 1Q21 due to the country's fast economic recovery, with strong output from the ...
Wednesday, 26 May 21
THE INDONESIA COAL PRICE REFERENCE FOR MAY 2021 SETTLES AT US$ 89.74 PER TON
COALspot.com: The Indonesia coal price reference for May 2021 settles at US$ 89.74 per ton FOB vessel.
The Indonesia coal pric ...
Wednesday, 26 May 21
MARKET INSIGHT - INTERMODAL
Last year crude tankers’ newbuilding contracting activity was devastated by the economic effects of the Covid-19 pandemic and the cloud of un ...
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- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- London Commodity Brokers - England
- Parliament of New Zealand
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- SN Aboitiz Power Inc, Philippines
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- PTC India Limited - India
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Planning Commission, India
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Energy Development Corp, Philippines
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Minerals Council of Australia
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
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