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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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Wednesday, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
Tuesday, 25 May 21
KOREA SOUTHERN POWER INVITED BIDS FOR 870,000 MT OF MIN 5300 NCV COAL FOR 2021 TO 2023.
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 870,000 MT of Min 5,300 kcal/kg NCV coal for Augu ...
Tuesday, 25 May 21
CHINA’S COAL OUTPUT RISES IN FIRST FOUR MONTHS - XINHUA
China’s raw coal output rose 11.1 percent year on year to 1.29 billion tonnes in the first four months of 2021, official data showed.
&nb ...
Tuesday, 25 May 21
MARINE SHIPPERS BULK UP: ANOTHER GAME OF CHICKEN IN THE WORKS? - THE KOREA TIMES
Global shipping companies have been placing orders for large ships, with many anticipating further increased competition within the next three year ...
Friday, 21 May 21
MARKET INSIGHT - INTERMODAL
The dry bulk market’s counter seasonal surge so far into the first half of the year -in a sort of 2010 manner - and Capesize’s recent r ...
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- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Aditya Birla Group - India
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Ceylon Electricity Board - Sri Lanka
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Marubeni Corporation - India
- Minerals Council of Australia
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
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