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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, 08 May 21
LNG-TO-POWER INVESTORS IN THE PHILIPPINES RISK EXPOSURE TO $14 BILLION IN STRANDED ASSETS - IEEFA
High regulatory and financial uncertainty in the Philippines market
The race to develop liquified natural gas (LNG) facilities in th ...
Saturday, 08 May 21
THE COAL-TO-RENEWABLES TRANSITION TAKES OFF - IEEFA
Pre-Biden changes underscore coming 10-year wave of coal plant retirements
The traditional S-curve growth exhibited by disruptive te ...
Friday, 07 May 21
CHINA'S TOTAL COAL IMPORTS FOR 2020 REACHED A VOLUME OF 304 MILLION TONS - ASSOCARBONI
Our benchmarks, manufacturing Countries like China, Germany, Japan, India, South Korea and Taiwan will continue to use a mix of coal and nuclear to ...
Friday, 07 May 21
SEABORNE WORLD COAL TRADE CLOSED 2020 IN NEGATIVE - ASSOCARBONI
Coal confirmed its leadership as leading fuel for electricity generation also in 2020, accounting for 38% of overall production. For the first time ...
Friday, 07 May 21
INDONESIA'S THERMAL COAL EXPORTS IN 2020 DECREASED BY 13%; INDIA REMAINED THE TOP DESTINATION FOR INDONESIAN COAL - ASSOCARBONI
An increase in seaborne trade is forecast for 2022, driven by markets in Southeast Asia, where growing demand for coal from Bangladesh, the Philipp ...
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- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Planning Commission, India
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- The University of Queensland
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Star Paper Mills Limited - India
- Meralco Power Generation, Philippines
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- White Energy Company Limited
- PTC India Limited - India
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Australian Coal Association
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bayan Resources Tbk. - Indonesia
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
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