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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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Monday, 29 March 21
MOODY'S: OUTLOOK FOR GLOBAL METALS AND MINING INDUSTRY TURNS POSITIVE ON HIGHER EBITDA IN PANDEMIC'S WAKE
- Demand for steel, iron ore and copper will rise, while aluminum, nickel and zinc will remain in surplus
- EBITDA is expected to ...
Thursday, 25 March 21
'OMNIBUS LAW' REGULATION ON INDONESIA’S ENERGY AND MINING SECTORS TO BOOST COAL PROCESSING BUT ALSO RAISES QUESTIONS - ABNR
February 2021 saw the issuance of a raft of new government regulations to give effect to the reformist Job Creation Law (colloquially known as the ...
Thursday, 25 March 21
PROPOSED SWITCH FROM COAL TO LNG THREATENS RENEWABLE ENERGY DEVELOPMENT IN ASIA - IEEFA
Renewables offer an ever cheaper, financially sustainable and energy secure alternative, better able to support developing nations
A ...
Thursday, 25 March 21
MAJOR INVESTMENT ADVISORS BLACKROCK AND MEKETA PROVIDE A FIDUCIARY PATH THROUGH THE ENERGY TRANSITION - IEEFA
BlackRock and Meketa say divestment from fossil fuels improves, not weakens, investment returns
Two major financial management firms ...
Thursday, 25 March 21
EUROPE PASSES MILESTONE WITH HALF OF COAL PLANTS CLOSED OR SET TO RETIRE BY 2030 - EURACTIV
Half of Europe’s 324 coal-fueled power plants have either closed or announced a retirement date before 2030, it emerged on Monday (22 March) ...
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- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- London Commodity Brokers - England
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- Mercuria Energy - Indonesia
- Wilmar Investment Holdings
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
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