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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, 24 February 21
MARKET INSIGHT - INTERMODAL
With yields of up to 563%, the shares of Greek shipping companies listed on Wall Street are recorded. The Coronavirus pandemic has not significantl ...
Sunday, 21 February 21
ANZ DIVESTING FROM THE WORLD’S LARGEST COAL EXPORT PORT IS 'PRAGMATISM' - IEEFA
The biggest buyers of Australian thermal coal have committed to net-zero emissions
ANZ, Australia’s third largest bank, has decided to s ...
Sunday, 21 February 21
EDITORIAL: TIME FOR BANGLADESH TO FOCUS ON RENEWABLE ENERGY, NOT COAL - DHAKA TRIBUNE
Shifting away from coal is not only desirable, but absolutely necessary in these times.
In spite of being detrimental to environment ...
Wednesday, 17 February 21
STRANDED ASSETS A LONG-TERM RISK FOR MAJOR FOSSIL FUEL EXPORTERS - FITCH RATINGS
Fossil exporters face a loss of GDP, government revenue and export receipts from the transition to a lower-carbon economy over the coming decades. ...
Friday, 12 February 21
U.S: WIND SURPASSED COAL AS NO. 1 FUEL SOURCE IN 2020 FOR SOUTHWEST POWER POOL - IEEFA
Wind energy growth due to geography, design factors, and new installations
Wind surpassed coal as the primary power generation sourc ...
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- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Global Coal Blending Company Limited - Australia
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Central Electricity Authority - India
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Bhatia International Limited - India
- White Energy Company Limited
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- PTC India Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Simpson Spence & Young - Indonesia
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