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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, 12 May 21
U.S. COAL PRODUCTION TO INCREASE BY 43 MMST IN 2021 TOTAL 582 MILLION SHORT TONS - EIA
U.S. energy Information Administration expects U.S. coal production to total 582 million short tons (MMst) in 2021, 43 MMst (8%) more than in 2020. ...
Wednesday, 12 May 21
MARKET INSIGHT - INTERMODAL
Tanker S&P is finally back!
For an extended period, Dry bulk & Wet market rates have been diverging, with the SnP deals on each sect ...
Monday, 10 May 21
PAKISTAN: COAL GASIFICATION AND LIQUEFACTION HARMFUL TO ECONOMY - IEEFA
There is no second life for coal
Pakistan’s intention to use coal for power production through gasification and liquefaction technologie ...
Sunday, 09 May 21
HERE'S WHY INVESTORS ARE POURING MONEY INTO COAL, DESPITE ITS BLEAK FUTURE - FORBES
Coal stocks have surged this year – along with the wider energy sector – but experts warn these are likely short-term gains for an indu ...
Sunday, 09 May 21
MAYBANK TO STOP COAL FINANCING - BERNAMA
Malayan Banking Bhd (Maybank) will stop financing new coal activities as part of its sustainable agenda.
Currently, coal financing m ...
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- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- The University of Queensland
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Parliament of New Zealand
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Minerals Council of Australia
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Madhucon Powers Ltd - India
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Eastern Coal Council - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Sical Logistics Limited - India
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Deloitte Consulting - India
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