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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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Saturday, 23 January 21
GOVT PLANNING TO OPEN UP COAL MARKETING TO STREAMLINE PROCESS - THE INDIAN EXPRESS
The government is considering opening up coal marketing, Coal Secretary Anil Kumar Jain said on Thursday. Currently, production by Coal India is al ...
Thursday, 21 January 21
LNG MARKET RIDING HIGH, BUT WILL THE GAINS CONTINUE? - DREWRY
The LNG market started 2021 on a high note with Asian spot prices crossing $30 per MMBtu while LNG shipping rates recorded a high $350k per day due ...
Thursday, 21 January 21
CHINA'S SPOT THERMAL COAL PRICES REFRESH RECORD HIGH - MYSTEEL
Despite the moderate rebound in temperatures across most regions of China after late December’s deep-freeze, thermal coal prices in the count ...
Wednesday, 20 January 21
CORONAVIRUS OUTBREAK IN HEBEI HAS LIMITED IMPACT ON CHINA'S STEEL INDUSTRY - FITCH RATINGS
The recent Covid-19 outbreak in the steel producing hub Hebei will not have material impact on China’s steel industry, Fitch Ratings says.
...
Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even s ...
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- The University of Queensland
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- PTC India Limited - India
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Xindia Steels Limited - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Simpson Spence & Young - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- McConnell Dowell - Australia
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
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