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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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Saturday, 25 March 23
COAL INDIA HAS STRONG CASE TO INCREASE PRICES, TALKS ON: CMD AGRAWAL - BUSINESS STANDARD
Coal India (CIL) Chairman and Managing Director Pramod Agrawal said on Monday there is a “strong case” for increasing coal prices, and ...
Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of ar ...
Saturday, 25 March 23
INDONESIA’S COAL EXPORT INCREASED BY 21.0% YOY TO 388.4 MLN T IN 2022 - BANCHERO COSTA
After a slow start in the first quarter, global coal trade has really picked up pace last year, and is now fully back to pre-Covid levels. In the f ...
Saturday, 25 March 23
GLOBAL LNG-ASIA SPOT PRICES SLIP AS WEAK NORTHERN DEMAND REMAINS - REUTERS
Asian spot prices of liquefied natural gas (LNG) declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continu ...
Wednesday, 22 March 23
OIL PRICE FALL SPECULATIVE, TO HIT $140 BY YEAR-END -ANDURAND: REUTERS
The recent fall in oil prices due to banking jitters is speculative and oil will hit $140 a barrel by the end of the year, hedge fund manager Pierr ...
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- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Bharathi Cement Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Billiton Holdings Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- The University of Queensland
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- Commonwealth Bank - Australia
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Bhushan Steel Limited - India
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