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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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Friday, 02 December 22
INDONESIAN COAL PRICE REFERENCE PLUNGE TOWARD US$ 281.48 A TON AS DEMAND DROPS WORLDWIDE
COALspot.com: The cost of coal is falling so fast that it is beginning to put real money back in the pockets of end-users.
Indonesia ...
Wednesday, 30 November 22
INDONESIA’S BUMI RESOURCES TARGETS 2023 COAL OUTPUT OF 80 MLN TONNES - REUTERS
Indonesian coal miner PT Bumi Resources Tbk BUMI.JKis eyeing a 10% increase in output to 80 million tonnes next year amid expectations for more fav ...
Wednesday, 30 November 22
TANKERS: LONGER HAULS TO SUPPORT CONTINUED STRENGTH - BIMCO
Highlights
A rebound in the dirty tanker trade has led the Baltic Exchange Dirty Index (BDTI) to increase by 64% since our last report from mid ...
Wednesday, 30 November 22
MARKET INSIGHT - INTERMODAL
Shipping, although a conservative and innovation adverse industry, is currently in a transition period of digital transformation. According to a su ...
Tuesday, 29 November 22
INDIA TO RECEIVE FIRST LNG CARGO FROM INDONESIA’S TANGGUH LNG - REUTERS
India will receive its first cargo from Indonesia’s Tangguh liquefied natural gas (LNG) plant at the Dahej terminal on Monday, according to a ...
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- Essar Steel Hazira Ltd - India
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- The Treasury - Australian Government
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Latin American Coal - Colombia
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- MS Steel International - UAE
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Marubeni Corporation - India
- Interocean Group of Companies - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
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