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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, 23 May 23
INDIA: COAL OUTPUT UP 8.9%, SUPPLY RISES 11.7% IN APRIL - FINANCIAL EXPRESS
India’s coal production jumped 8.85% to 73.14 million tonne (MT) in April 2023 and the total coal despatch during the month went up 11.66% to ...
Tuesday, 23 May 23
CHINA COAL OUTPUT UP 4.5 PCT IN APRIL - XINHUA
China’s raw coal output posted stable expansion in April, official data showed.
The country produced 380 million tonnes of raw ...
Saturday, 20 May 23
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
In 2022, non-OPEC supply is estimated to have increased by 1.9 mb/d y-o-y. Out of this, US liquids production increased by 1.2 mb/d, mainly on the ...
Saturday, 20 May 23
GLOBAL COAL TRADE HAS REALLY PICKED UP PACE IN RECENT MONTHS, NOW FULLY BACK TO PRE-COVID LEVELS - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels. In Jan-Apr 2023, total global seaborne coa ...
Saturday, 20 May 23
MARKET INSIGHT - INTERMODAL
India is one of the world's largest coal producers and one of the world's largest importers of coal. The country uses coal mainly for power ...
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- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Minerals Council of Australia
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Indonesian Coal Mining Association
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
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