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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, 24 June 24
PHILIPPINES COAL SUPPLY ENOUGH UNTIL 2030 - PHILSTAR GLOBAL
The country’s existing coal-fired power plants are sufficient to ensure enough base load capacity in the next six years, Energy Secretary Rap ...
Friday, 14 June 24
NEXTDECADE, SAUDI ARAMCO SIGN 20-YEAR LNG SUPPLY DEAL - REUTERS
U.S. liquefied natural gas (LNG) provider NextDecade has signed a non-binding agreement with Saudi Aramco 2222.SE to supply 1.2 million tonnes per ...
Friday, 14 June 24
NEWBUILDING PRICES CLIMB 3% TO HIGHEST LEVEL IN 16 YEARS - NIELS RASMUSSEN
“Since the start of the year, newbuilding prices have risen 3% to their highest level since 2008. Compared to their most recent low in late 2 ...
Friday, 14 June 24
INDIA TARGETS HIGHER DOMESTIC COAL PRODUCTION, REDUCED IMPORTS: GOVT - REUTERS
India wants to reduce coal imports and increase domestic production, federal coal minister G. Kishan Reddy said on Thursday.
The cou ...
Thursday, 13 June 24
US LNG TO ASIA FOR POWER GENERATION EXPECTED TO CUT EMISSIONS VERSUS COAL - RYSTAD ENERGY
The value-chain emissions of liquified natural gas (LNG) are lower on average than for coal-fired power generation, even when the fuel is shipp ...
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- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Tamil Nadu electricity Board
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- Energy Development Corp, Philippines
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Parliament of New Zealand
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Wilmar Investment Holdings
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Global Business Power Corporation, Philippines
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
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