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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, 18 February 23
PAKISTAN PLANS TO QUADRUPLE DOMESTIC COAL-FIRED POWER, MOVE AWAY FROM GAS - REUTERS
Pakistan plans to quadruple its domestic coal-fired capacity to reduce power generation costs and will not build new gas-fired plants in the coming ...
Saturday, 18 February 23
2023 MARINE FUEL MARKET PREDICTIONS - JOHN BERGMAN, AURAMARINE
The drive for decarbonisation we witnessed in 2022 has continued into 2023, demonstrating the shipping’s industry positive strides in the fas ...
Saturday, 28 January 23
COAL GROWTH BLIP NOT TO BE REPEATED - BALTIC EXCHANGE
As 2022 drew to a close, global coal demand looked set to end the year just 1.2% up on the previous year. But that small increase was enough to pus ...
Thursday, 26 January 23
CHINA'S COAL OUTPUT INCREASES IN DECEMBER 2022 - XINHUA
China’s raw coal output posted stable expansion in December 2022, official data showed.
The country produced 400 million tonne ...
Thursday, 26 January 23
COKING COAL NARROWS THE GAP ON THERMAL AS CHINA REOPENS - REUTERS
The premium of high-grade thermal coal over coking coal in Asia is shrinking as China’s re-opening and ending of a ban on imports from Austra ...
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- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Kalimantan Lumbung Energi - Indonesia
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Bharathi Cement Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Australian Coal Association
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Singapore Mercantile Exchange
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Directorate Of Revenue Intelligence - India
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Port Waratah Coal Services - Australia
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- White Energy Company Limited
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- PTC India Limited - India
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- Karaikal Port Pvt Ltd - India
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- The Treasury - Australian Government
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Billiton Holdings Pty Ltd - Australia
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Krishnapatnam Port Company Ltd. - India
- Sakthi Sugars Limited - India
- Iligan Light & Power Inc, Philippines
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
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