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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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Friday, 30 April 21
HIGH-SULPHUR FUEL OIL SALES REBOUND AFTER PRE-IMO 2020 - BIMCO
HSFO sales are up 47.2% from Q1 2020, reaching 3.1m tonnes. This is however still less than a third of high-sulphur fuel sales in Q1 2019, before t ...
Wednesday, 28 April 21
MARKET INSIGHT - INTERMODAL
Despite the current challenges as a result of the global pandemic, 2021 is turning out to be a landmark year for the iron ore market with spot pric ...
Monday, 26 April 21
CHINA TO FURTHER CUT COAL USE IN 2021 - XINHUA
China aims to reduce the share of coal in its energy mix to less than 56% this year, according to a guideline released by the National Energy Admin ...
Wednesday, 21 April 21
COAL FINANCING COSTS HAVE SURGED IN PAST 10 YEARS - UNIVERSITY OF OXFORD - THE GUARDIAN
Coal financing costs have surged over the last decade as investors demand returns four times as high as the payoff required from renewable energy p ...
Tuesday, 20 April 21
US DOLLAR LIBOR TRANSITION IN ASSET FINANCE - WHERE ARE WE NOW? - WATSON FARLEY & WILLIAMS
Since our last article, there has been a raft of regulatory and market body announcements relating to the transition away from LIBOR and the follow ...
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- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Ambuja Cements Ltd - India
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Parliament of New Zealand
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Parry Sugars Refinery, India
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Rashtriya Ispat Nigam Limited - India
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- MS Steel International - UAE
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Minerals Council of Australia
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Coal and Oil Company - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Essar Steel Hazira Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- McConnell Dowell - Australia
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
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