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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, 31 October 22
U.S. COAL-FIRED GENERATION DECLINING AFTER BRIEF RISE LAST YEAR - EIA
We expect 6% less U.S. coal-fired generation in 2022 than in 2021, according to our latest Short-Term Energy Outlook (STEO). Although coal-fired ge ...
Monday, 31 October 22
CHINA COAL OUTPUT UP 12.3 PCT IN SEPTEMBER - XINHUA
China’s raw coal output posted stable expansion in September, official data showed.
The country produced 390 million tonnes of ...
Wednesday, 26 October 22
BIMCO PUBLISHES UPDATED GENCON CONTRACT
BIMCO has published a revised and updated version GENCON 2022 – one of its flagship contracts within its portfolio of standard contracts for ...
Monday, 24 October 22
KOSPO TO INVITE 400,000 MT OF COAL FOR 3 YEARS
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an international tender for 400,000 MT of 3,800 - 4,400kcal/kg NCV and Sulfur Max 0 ...
Wednesday, 19 October 22
ASIA COULD BE A BRIGHT SPOT AMID GLOBAL DOWNTURN NEXT YEAR, ECONOMISTS SAY - CNBC
Asia — especially Southeast Asia — remains a bright spot, even as the global economy looks set to head into recession next year, econom ...
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- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Binh Thuan Hamico - Vietnam
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Australian Coal Association
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- The Treasury - Australian Government
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Parliament of New Zealand
- Economic Council, Georgia
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
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