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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, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
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- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- CIMB Investment Bank - Malaysia
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- VISA Power Limited - India
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Coastal Gujarat Power Limited - India
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- White Energy Company Limited
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- Anglo American - United Kingdom
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Gujarat Mineral Development Corp Ltd - India
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- Sindya Power Generating Company Private Ltd
- Larsen & Toubro Limited - India
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
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