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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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Wednesday, 07 December 22
MARKET INSIGHT - INTERMODAL
China’s coal imports from January to October were 230.1m mt, a decrease of around 10.7% y-o-y (2021 totalled 323.2m mt). The question is if t ...
Wednesday, 07 December 22
INDIA'S STEEL MINISTRY SEEKS IMPORT TAX WAIVER FOR COKING COAL - SOURCES REUTERS REPORTED
India’s steel ministry has asked the finance ministry for a waiver of import tax on coking coal among a slew of raw materials, as it scramble ...
Tuesday, 06 December 22
INDIA'S COAL PRODUCTION RISES 17% IN APR-NOV PERIOD - PTI
The country’s coal production increased 17 per cent to 524.20 million tonnes in the April-November period of the ongoing fiscal.
...
Tuesday, 06 December 22
INDONESIA AIMS TO STARTS COLLECTING COAL LEVY IN Q1 2023 - MINISTER, REUTERS REPORTED
Indonesia aims to establish a coal fund agency and start collecting a coal levy in the first quarter next year, to help ensure supply security for ...
Saturday, 03 December 22
COMPLEX RUSSIAN PRICE CAP MAKES MARITIME VISIBILITY A MUST - WINDWARD
Many commentators and analysts are speculating about the potential impact the Russian seaborne oil price cap will have on organizations and entitie ...
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- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- New Zealand Coal & Carbon
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Makarim & Taira - Indonesia
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Xindia Steels Limited - India
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Planning Commission, India
- Eastern Coal Council - USA
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Renaissance Capital - South Africa
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
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