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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, 16 January 21
SEABORNE TRADE IN STEAM COAL DECREASED BY 11.6% FROM 937 MILLION TONNES IN 2019 TO 828 MILLION TONNES IN 2020 - COAL IMPORTERS ASSOCIATION, GERMANY
According to preliminary calculations by the German Coal Importers Association (Verein der Kohlenimporteure e. V.), global hard coal production dec ...
Friday, 15 January 21
OVER US$50 BILLION IN GAS POWER PROJECTS AND LNG IMPORT FACILITIES AT RISK OF CANCELLATION IN BANGLADESH, PAKISTAN AND VIETNAM - IEEFA
Pakistan and Bangladesh have already cancelled tenders for LNG imports
Emerging markets such as Vietnam, Pakistan and Bangladesh tha ...
Friday, 15 January 21
VIETNAM'S EXTRAORDINARY ROOFTOP SOLAR SUCCESS DEALS ANOTHER BLOW TO THE REMAINING COAL PIPELINE - IEEFA
9.3 gigawatts peak of solar capacity, equal to 6 coal power plants, installed in less than a year
Vietnam’s solar power indust ...
Friday, 15 January 21
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 14 January 21
KOREA MIDLAND POWER INVITED BIDS FOR AUSTRALIAN COAL FOR THREE YEARS SUPPLY
COALspot.com: Korea Midland Power Co. Ltd, issued an International tender for total 1,560,000 MT of Min.5,700 kcal/kg NCV coal of Australian Origin ...
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- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Therma Luzon, Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Attock Cement Pakistan Limited
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Mjunction Services Limited - India
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Wilmar Investment Holdings
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Orica Mining Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- MS Steel International - UAE
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