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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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Friday, 28 June 24
INDIAN POWER STATIONS STOCKED WITH BUMPER COAL SUPPLY AS TRANSPORT WOES EASE - BUSINESS STANDARD
Even as power demand has touched a historic high of 250 gigawatts (Gw) amid sweltering heat this June, India’s power stations are stocked wit ...
Friday, 28 June 24
INDIA'S CY23 COAL USE LARGER THAN NORTH AMERICA, EUROPE COMBINED - THE HINDU
For the first time, India’s coal consumption surpassed that of North America and Europe combined in the calendar year 2023, said Energy Insti ...
Monday, 24 June 24
PLN'S FINANCIAL SUSTAINABILITY RESTS ON ACCELERATED COAL RETIREMENT AND RENEWABLES DEPLOYMENT - MUTYA YUSTIKA
On 28 May 2024, Indonesia’s national electricity utility, PT Perusahaan Listrik Negara (PLN), released its financial report for 2023. Althoug ...
Monday, 24 June 24
INDIA'S COAL-BASED POWER DEMAND AT ALL-TIME HIGH, GOVERNMENT SAYS - REUTERS
India’s demand for coal-based power has risen by 7.3% this fiscal year to an all-time high, the government said in a statement on Wednesday.
...
Monday, 24 June 24
CHINA'S COAL INDUSTRY TURNS GREENER THROUGH INNOVATIVE APPROACHES - PEOPLE'S DAILY
At an opencast mine operated by Inner Mongolia Pingzhuang Coal Group Co. Ltd., a subsidiary of CHN Energy Investment Group (CHN Energy), a 14-meter ...
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- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Salva Resources Pvt Ltd - India
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Iligan Light & Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- The University of Queensland
- Renaissance Capital - South Africa
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Minerals Council of Australia
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Central Electricity Authority - India
- Krishnapatnam Port Company Ltd. - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
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