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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, 19 October 22
WHAT WILL THE GAS MARKET LOOK LIKE IN A NET ZERO WORLD? - WOOD MACKENZIE
The global gas and LNG market faces a number of ‘great unknowns’. With the market in turmoil uncertainty abounds – from the scale ...
Wednesday, 19 October 22
MARKET INSIGHT - INTERMODAL
The LNG market remains extremely tight, and as a result adding further pressure on the vessel charter market, which is already stretched due to the ...
Sunday, 16 October 22
COULD A RETURN TO SHALE EXPLORATION BE PART OF THE SOLUTION TO EUROPE'S GAS SUPPLY PROBLEM? - WOOD MACKENZIE
The European gas market is in turmoil. Russia’s invasion of Ukraine has shaken things up, triggering a complete rethink of European energy st ...
Thursday, 13 October 22
THERMAL COAL PRICES RETREAT AS WINTER SUPPLY FEARS EASE - REUTERS
The prices of key thermal seaborne coal grades are retreating amid signs that supplies will be sufficient to meet winter demand in both Europe and ...
Thursday, 13 October 22
SPOT COAL BIDDING: CHINESE FIRM WANTS REVISED MECHANISM - BUSINESS RECORDER
Chinese company M/s Huaneng Shandong Ruyi (Pakistan) Energy Limited (HSR) has cautioned National Electric Power Regulatory Authority (Nepra) that i ...
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- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Leighton Contractors Pty Ltd - Australia
- Parliament of New Zealand
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Coalindo Energy - Indonesia
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- The University of Queensland
- Coal and Oil Company - UAE
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining Corp, Philippines
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Wilmar Investment Holdings
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