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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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Sunday, 26 February 23
MAWANI AND JEDDAH CHAMBER SIGN AN AGREEMENT TO BUILD INTEGRATED LOGISTICS PARK
Press Release: The Saudi Ports Authority (Mawani) and Jeddah Chamber of Commerce and Industry have today inked an agreement to set up an integrated ...
Saturday, 25 February 23
INDONESIA IS STILL BY FAR THE TOP SUPPLIER OF COAL TO CHINA - 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, said ban ...
Wednesday, 22 February 23
MARKET INSIGHT - INTERMODAL
The short-term outlook of the global soybean market is currently pivoted by a combination of weather patterns that are affecting the harvest progre ...
Saturday, 18 February 23
OIL UNLIKELY TO BREAK ABOVE $100/BBL THIS YEAR, J.P.MORGAN SAYS –- REUTERS
Brent oil prices are unlikely to breach the $100 a barrel level this year, barring any significant geopolitical drivers, with OPEC+ potentially add ...
Saturday, 18 February 23
CHINA'S COAL PRICES FALL TO 1 YR-LOW, CLOUDING DEMAND AND IMPORT OUTLOOK - REUTERS
China’s thermal coal prices hit their lowest levels in a year this week on rising inventories as domestic mine production is recovering faste ...
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- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Central Electricity Authority - India
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Independent Power Producers Association of India
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- PTC India Limited - India
- Energy Development Corp, Philippines
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- VISA Power Limited - India
- Mjunction Services Limited - India
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
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