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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, 02 December 20
INDONESIA CONSIDERING CLOSING 3,400MW SURALAYA COAL PLANT - THE JAKARTA POST
The government is considering to shut down the aging Suralaya coal-fired power plant (PLTU) in Cilegon, Banten, and replace it with green energy, a ...
Wednesday, 02 December 20
MARKET INSIGHT - INTERMODAL
It has been another busy week in the dry bulk secondhand market; a healthy number of sales reported predominantly from Japanese owners while owner& ...
Thursday, 26 November 20
DECLINE IN COAL EXPORTS ADDS TO NAVAJO-OWNED COMPANY'S PROBLEMS - IEEFA U.S.
Weak demand and low prices are likely creating steep losses for NTEC
U.S. coal exports to Asia—once heralded as the saving gra ...
Thursday, 26 November 20
COAL FINANCING QUICKLY DRYING UP WORLDWIDE - ANALYSTS : REUTERS
Financing for coal projects is drying up at ever increasing rates as more countries target zero carbon emissions amid an energy transition sweeping ...
Wednesday, 25 November 20
LIBOR REPLACEMENT AND SHIP FINANCE - WHERE IS IT HEADING? - WFW
The likely replacement of the LIBOR at the end of 2021 creates difficult technical and practical issues for all sectors of business and finance. Th ...
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- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Gujarat Sidhee Cement - India
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- The University of Queensland
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement PLC, Thailand
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Therma Luzon, Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Larsen & Toubro Limited - India
- Coastal Gujarat Power Limited - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Sojitz Corporation - Japan
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Minerals Council of Australia
- Eastern Energy - Thailand
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- MS Steel International - UAE
- The Treasury - Australian Government
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
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