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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, 08 January 23
ELEVATED COAL PRICE A DRAG ON MARGINS OF DOMESTIC BASE METAL PLAYERS: ICRA
The increased price of coal continue to be a drag on the margin of domestic base metal players with no immediate relief in sight, rating agency ICR ...
Monday, 02 January 23
CHINA’S COAL CONSUMPTION TO PEAK BY 2035: REPORT - REUTERS
China’s primary energy consumption is likely to peak at nearly 6.03 billion tonnes of standard coal between 2030 and 2035, refining giant Chi ...
Thursday, 29 December 22
INDIA'S COAL DEMAND LIKELY TO PEAK BETWEEN 2030-2035: MINISTER - ANI
The demand for coal in India will continue and is likely to peak between 2030-2035, Union Minister of Coal, Mines, and Parliamentary Affairs Pralha ...
Thursday, 29 December 22
RIO TINTO AND PARTNERS COULD RECEIVE AS MUCH AS $450M IN GOVERNMENT COMPENSATION FOR COAL PRICE CAP - THE GUARDIAN
Compensation payments for the Gladstone power plant remain the sticking point in the federal government’s coal price cap compensation negotia ...
Wednesday, 28 December 22
MARKET INSIGHT - INTERMODAL
The United Nations Conference on Trade and Development (UNCTAD) published a Global Trade Update on December 13th highlighting that global trade wou ...
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- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- White Energy Company Limited
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- The University of Queensland
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- ASAPP Information Group - India
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Australian Coal Association
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Planning Commission, India
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
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