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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, 26 January 23
AUSTRALIA'S CORONADO GLOBAL SEES COAL PRICES RISING ON RESUMING CHINA IMPORTS - REUTERS
Australia’s Coronado Global Resources said on Tuesday resuming metallurgical coal imports to China would likely push sea-borne coal prices hi ...
Monday, 23 January 23
CHINA'S MAJOR COAL-PRODUCING PROVINCE ACCELERATES DIGITAL TRANSFORMATION - XINHUA
At Chindata Group’s big-data industrial park in Lingqiu County of Datong City, hundreds of thousands of servers are running round-the-clock t ...
Monday, 23 January 23
CHINA'S COAL-RICH PROVINCE SEES COAL PRODUCTION INCREASE IN 2022 - XINHUA
North China’s coal-rich province of Shanxi saw its coal production hit 1.31 billion tonnes in 2022, up 8.7 percent year on year, local author ...
Wednesday, 18 January 23
MARKET INSIGHT - INTERMODAL
From Feb 5, another price cap will be introduced to Russian fuels and oil products, adding to the one for crude oil, already in place from Dec. 3. ...
Tuesday, 17 January 23
FRAUD IS THE BIGGEST THREAT TO CARGO LOSSES - TT CLUB
The almost exclusive use of online facilities to process business transactions allows a myriad of fraudulent pursuits to find opportunities within ...
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- Banpu Public Company Limited - Thailand
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Georgia Ports Authority, United States
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- Borneo Indobara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- The University of Queensland
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
- Kumho Petrochemical, South Korea
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
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