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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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Tuesday, 22 December 20
INDIA'S COAL DEMAND IS SET TO EXPAND DESPITE PLUMMETING IN 2020 - IEA
Coal consumption in India amounted to 979 Mt in 2019, with the largest share being thermal coal (including lignite) for electricity generation (687 ...
Tuesday, 22 December 20
SOUTHEAST ASIA'S COAL DEMAND IS SET TO EXPAND AFTER THE PANDEMIC-INDUCED HIATUS IN 2020 - IEA
Coal consumption in Southeast Asia has more than doubled in the last decade, with the largest growth in Indonesia and Viet Nam, followed by Malaysi ...
Tuesday, 22 December 20
COAL DEMAND IS RISING QUICKLY IN PAKISTAN AND MORE SLOWLY IN BANGLADESH - IEA
Pakistan had 150 MW of installed coal power capacity in 2015. Since 2017, in addition to a few small plants for industry, Pakistan has commissioned ...
Tuesday, 22 December 20
AFRICA PERSPECTIVE INDICATES NO MAJOR SHIFTS FOR COAL CONSUMPTION - IEA
Overall countries on the African continent consumed 197 Mt of coal in 2019, 12 Mt less (-6%) than 2018.
South Africa, the continent& ...
Monday, 21 December 20
COAL PRICES WITHSTAND DESPITE COVID-19 AND CHINESE IMPORT QUOTAS - IEA
Coal prices vary by region as well as by grade and quality. The price rebound starting in 2016 ended in 2018, moving in a downward trend in 2019. A ...
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- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sical Logistics Limited - India
- Global Green Power PLC Corporation, Philippines
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Independent Power Producers Association of India
- Minerals Council of Australia
- PowerSource Philippines DevCo
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Economic Council, Georgia
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
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