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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, 21 June 23
CHINA'S MAY COAL IMPORTS FROM AUSTRALIA RECOVER TO PRE-BAN LEVELS - REUTERS
Australian coal sales to China increased in May, as trade resumed between them even as overall coal demand weakened against an uncertain macroecono ...
Monday, 19 June 23
DROUGHT-DEPLETED HYDROPOWER DRIVES CHINA TO TURN TO COAL - REUTERS
China has leant hard on coal-fired power plants as well as wind and solar generators to make up for a shortfall in hydroelectric generation as a re ...
Monday, 19 June 23
CHINA COAL OUTPUT UP 4.2 PCT IN MAY - XINHUA
China’s raw coal output posted steady growth in May, official data showed.
The country produced 390 million tonnes of raw coal ...
Wednesday, 24 May 23
AMMONIA-FUELLED BULK CARRIERS WITHIN FIVE YEARS - BALTIC EXCHANGE
Within five years, ships powered by clean ammonia could be a feature on the iron ore trade routes between West Australia and East Asia.
A study ...
Tuesday, 23 May 23
CHINA'S APRIL COAL OUTPUT LEAPS 11% ON YEAR, BUT DEMAND DOWNTURN LOOMS - REUTERS
China’s daily coal output in April jumped 11% from the same month a year earlier, boosted by Beijing’s order to increase supply to ensu ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Parliament of New Zealand
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Indonesian Coal Mining Association
- Borneo Indobara - Indonesia
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Standard Chartered Bank - UAE
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Rashtriya Ispat Nigam Limited - India
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Savvy Resources Ltd - HongKong
- Bhatia International Limited - India
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Coal and Oil Company - UAE
- White Energy Company Limited
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
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