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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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Monday, 19 December 22
ENERGY CRISIS FUELS COAL COMEBACK IN GERMANY - REUTERS
Coal has made a comeback in Germany this year, as Europe’s largest economy turns to the dirty fuel to power it through an energy crisis.
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Thursday, 15 December 22
MARKET INSIGHT - INTERMODAL
While observing the ship repair market very close to the end of the year, we are confident that shipyards worldwide are entering a new era. The nex ...
Tuesday, 13 December 22
STRONG COAL PRICES SUPPORT ROBUST EARNINGS AT INDONESIAN COAL MINERS - FITCH RATINGS
Fitch Ratings expects cash flow generation at Indonesian coal miners to remain strong in 2023, based on its forecast for coal prices to remain high ...
Tuesday, 13 December 22
BIMCO CII CLAUSE FINALLY RELEASED: DOES IT MAKE ANY SENSE OF CCI? - WFW
WHAT IS CII?
The new International Maritime Organisation’s (“IMO’s”) Carbon Intensity Indicator (“CII”) cer ...
Tuesday, 13 December 22
COAL BASE RAMPS UP ENERGY SUPPLY FOR WINTER NEEDS - XINHUA
Inner Mongolia Autonomous Region, China’s leading coal production base, has kicked its production into high gear to meet heating needs as col ...
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- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Economic Council, Georgia
- Indian Energy Exchange, India
- Deloitte Consulting - India
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Commonwealth Bank - Australia
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Siam City Cement PLC, Thailand
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- The University of Queensland
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
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