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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, 03 February 21
INDONESIA TO EXPORT 395 MILLION TONS OF COAL IN 2021 - ESDM
Data from the Ministry of Energy and Mineral Resources shows that, Indonesia is planning to produce 550 million Ton of coal in 2021 and as of t ...
Wednesday, 03 February 21
MARKET INSIGHT - INTERMODAL
"2020 the year from hell for the entire world, had everything for shipowners. The introduction of the sulphur cap and VLSFO, a Pandemic outbre ...
Tuesday, 02 February 21
WILL THE ELECTRONIC B/L BE FULLY IMPLEMENTED? FIVE POINTS TO CONSIDER - MOL
KNOWLEDGE TO ELEVATE
The trend towards digitization of Bills of Lading (B/L) has begun to attract attention in the trade and shipping industrie ...
Monday, 01 February 21
A 56,000-DWT OPEN MANILA WAS FIXED FOR A TRIP VIA INDONESIA REDELIVERY CHINA AT $11,500 - THE BALTIC BRIEFING
Capesize
The Capesize routes endured a week of slippage on rates, bringing the market back down to levels seen at the beginning of the month. D ...
Monday, 01 February 21
PAKISTAN: COAL DEMAND EXPECTED TO SPIKE IN 2021 - DAWN
Coal demand is expected to remain upbeat in 2021 as more coal-fired and captive power plants are coming up in the current year.
Acco ...
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- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Carbofer General Trading SA - India
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Ministry of Mines - Canada
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- TeaM Sual Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Central Electricity Authority - India
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sakthi Sugars Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Central Java Power - Indonesia
- Parliament of New Zealand
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