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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, 14 November 23
CHINA'S BELT AND ROAD INITIATIVE TURNS AWAY FROM COAL - WOOD MACKENZIE
Ambitious, contentious and big spending, China’s Belt and Road Initiative (BRI) is 10 years old. In that time, China has splashed more than U ...
Friday, 10 November 23
THE COMMODITIES FEED: OIL UNDER PRESSURE - ING
Energy – Brent plummets
The oil market came under significant pressure yesterday. ICE Brent settled 4.19% lower on the day and ...
Friday, 10 November 23
COAL USE AT U.S. POWER PLANTS CONTINUES DOWNWARD SPIRAL; FULL IMPACT ON MINES TO BE FELT IN 2024 - IEEFA
This year, the use of coal by the U.S.’s power producers has been so anemic that the fuel has not achieved a 20% market share in any month so ...
Friday, 10 November 23
INDIA: NATIONAL COAL INDEX RISES 3.83 POINTS IN SEPTEMBER AMID HIGHER DEMAND - LIVEMINT
The National Coal Index (NCI) rose 3.83 points to 143.91 in September amid growing demand for coal.
The union coal ministry on Tuesd ...
Thursday, 09 November 23
WE'RE PRODUCING TOO MUCH COAL, OIL AND GAS, REPORT SAYS - WSJ
World leaders pledged in 2015 to reduce emissions in a combined effort to limit climate change.
Now they are stepping up production ...
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- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Samtan Co., Ltd - South Korea
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- PTC India Limited - India
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- ASAPP Information Group - India
- Kohat Cement Company Ltd. - Pakistan
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- MS Steel International - UAE
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
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