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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, 08 March 21
MARCH 2021 INDONESIA COAL PRICE REFERENCE SETTLES LOWER
COALspot.com: The Indonesia coal price reference for March 2021 settles at US$ 84.49 per ton FOB vessel.
The Indonesia coal pr ...
Saturday, 06 March 21
AUSTRALIAN COAL: SOME WEAKNESS COULD MATERIALIZE AFTER THE WINTER - ING
Newcastle coal prices remain well supported for now, however as we move out of the winter months we would expect prices to come under pressure. Mea ...
Saturday, 06 March 21
ASIA SEABORNE COAL PRICES START TO RETREAT, CHINA-AUSTRALIA DISPUTE LINGERS - REUTERS
There are signs that the price and demand surge for coal during the recent colder-than-expected winter across North Asia is starting to ease, even ...
Thursday, 04 March 21
HEAD OF JBIC SAYS THE JAPANESE BANK WILL NOT FUND NEW COAL PLANT DEVELOPMENT - NHK NEWS
The governor of the Japan Bank for International Cooperation has said that the government-owned financial institution will stop funding new coal-fi ...
Wednesday, 03 March 21
MARKET INSIGHT - INTERMODAL
Following the recent rally to multi year highs of metal-based commodities, amid an unprecedented global economic stimulus, discussions of an emergi ...
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- Banpu Public Company Limited - Thailand
- Ambuja Cements Ltd - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Siam City Cement - Thailand
- Deloitte Consulting - India
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Oldendorff Carriers - Singapore
- Malabar Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhatia International Limited - India
- McConnell Dowell - Australia
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Parliament of New Zealand
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Eastern Energy - Thailand
- Commonwealth Bank - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Australian Coal Association
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
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