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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, 14 April 21
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 1.10 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.05 points Monday, down 1.10 percent week on week.
The index, released by Chi ...
Wednesday, 14 April 21
MARKET INSIGHT - INTERMODAL
After a series of months where the dry bulk sector was attracting most of the buying interest, tankers SnP activity spiked in the previous weeks. O ...
Tuesday, 13 April 21
INDONESIAN COAL PRICE REFERENCE IN APRIL UP AGAIN ON FIRM DEMAND
COALspot.com: The Indonesia coal price reference for April 2021 settles at US$ 86.68 per ton FOB vessel.
The Indonesia coal pr ...
Monday, 12 April 21
CHINA'S ECONOMIC RECOVERY PUSHES COAL MINES TO INCREASE YIELD - GLOBAL TIMES
China’s fast economic rebound from coronavirus has driven up electricity demand, leading to higher consumption of coal which is seeing rising ...
Monday, 12 April 21
GLOBAL COAL PRODUCTION EXPECTED TO RISE BY 3.5% IN 2021, SAYS GLOBALDATA
Global coal output is estimated to have declined by 2% in 2020 due to COVID-19-related lockdowns and restrictions, with significant reductions obse ...
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- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PTC India Limited - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Carbofer General Trading SA - India
- Kepco SPC Power Corporation, Philippines
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Anglo American - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- Xindia Steels Limited - India
- Madhucon Powers Ltd - India
- Aditya Birla Group - India
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Ministry of Transport, Egypt
- Planning Commission, India
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
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