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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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Thursday, 02 March 23
DRY BULK MARKET: THE WAY CHINA GOES, SO GOES THE MARKET - BIMCO
We expect demand growth within the 1.5-2.5% range in 2023, driven by China’s economic recovery. Improvements in consumer sentiment should hel ...
Thursday, 02 March 23
INDIA, CHINA DEMAND BOOST LOW-RANK THERMAL COAL PRICES IN ASIA - RUSSELL, REUTERS
Signs of stronger import demand from India have arrested the decline in price of the thermal coal grades most commonly sought by the world’s ...
Thursday, 02 March 23
INDIA CHEERS THE RETURN OF ‘KING COAL’ AS INDUSTRY SEES BUOYANT FUTURE - REUTERS
India’s coal industry celebrated the return of its major conference after a three-year pandemic hiatus by presenting a bullish view of demand ...
Wednesday, 01 March 23
GEO CONNECT ASIA RETURNS IN MARCH TO ACCELERATE THE REGION’S GEOSPATIAL AND LOCATION INTELLIGENCE CAPABILITIES
Press Release: The third edition of GCA will be held in conjunction with Digital Construction Asia and the inaugural Drones Asia – an event d ...
Wednesday, 01 March 23
THE DECLINE IN THE COAL PRICE SINCE THE BEGINNING OF THE YEAR HAS BEEN SIGNIFICANT - INTERMODAL
Last week, the front-month API2 future rose by 3.5%, but since the beginning of the year the future has fallen by 39% to $136.65/t, while the Newca ...
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- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- ASAPP Information Group - India
- Xindia Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Siam City Cement PLC, Thailand
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- The University of Queensland
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
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