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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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Tuesday, 17 January 23
CHINA'S SHANXI TARGETS 2023 COAL PRODUCTION OF NEARLY 1.37B TONS - XINHUA
China’s coal-rich province of Shanxi has set a coal production target of nearly 1.37 billion metric tons for 2023, according to a government ...
Tuesday, 17 January 23
MARKET INSIGHT - INTERMODAL
Rumor has it that the New Year has come, to set the pace in, for Russia to continue hostilities against Ukraine. Ten months on the go, into Russia& ...
Tuesday, 17 January 23
INDONESIA IS ACCOUNTING FOR 32.3% OF THE GLOBAL SEABORNE COAL MARKET IN 2022 - BENCHERO 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, Benchero ...
Tuesday, 10 January 23
INDONESIAN HBA IS SEEING A SPIKE IN JANUARY 2023 INSTEAD OF A SIGNIFICANT FALL IN DECEMBER 2022
COALspot.com: Indonesian Coal Price Reference up 8.43% in January 2023.
HBA is seeing a dramatic spike in January 2023 i ...
Sunday, 08 January 23
INDIAN COAL POWER PLANTS SHOULD BE COMPENSATED FOR 2022 FORCED GENERATION – REGULATOR : REUTERS
Indian power plants that rely on imported coal should be fully compensated when forced to supply electricity, the country’s power regulator s ...
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- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- VISA Power Limited - India
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Simpson Spence & Young - Indonesia
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- CIMB Investment Bank - Malaysia
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Goldman Sachs - Singapore
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- Marubeni Corporation - India
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- PTC India Limited - India
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