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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, 22 November 23
INDIA: GOVERNMENT PLANS 1.4 BILLION TONNE COAL OUTPUT BY 2027 - LIVEMINT
The Union coal ministry on Monday announced plans to increase India’s coal production to 1.404 billion tonne by 2027, with an eye to further ...
Wednesday, 22 November 23
OBLIGATION. INDONESIA AIMS TO START COLLECTING LEVIES FROM COAL MINERS IN JANUARY - REUTERS
Indonesia plans to start collecting levies from coal miners in January to be used to compensate miners who sell coal to the state utility at lower ...
Tuesday, 21 November 23
INDIAN COAL POWER PLANTS’ CAPACITY UTILISATION WILL IMPROVE TO 65% THIS FISCAL: - CRISIL
Coal-based thermal power units’ plant load factor (PLF) or capacity utilisation will improve to 65 percent in the current fiscal year despite ...
Tuesday, 14 November 23
CAPITAL PRODUCT PARTNERS L.P. ANNOUNCES TRANSFORMATIVE TRANSACTION INCLUDING THE ACQUISITION OF 11 NEWBUILD LNG CARRIERS FOR $3.1 BILLION
Capital Product Partners L.P. announced that it has entered into an umbrella agreement (the “Umbrella Agreement”) with Capital Maritime ...
Tuesday, 14 November 23
COAL INDIA BEATS Q2 PROFIT VIEW ON HIGH POWER DEMAND AMID WEAK MONSOON - REUTERS
Coal India on Friday reported better-than-expected second-quarter profit, helped by high power demand and boosted production amid a weak monsoon.
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- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- The University of Queensland
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- International Coal Ventures Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Bayan Resources Tbk. - Indonesia
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Parry Sugars Refinery, India
- Planning Commission, India
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Australian Commodity Traders Exchange
- Independent Power Producers Association of India
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
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