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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, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
Tuesday, 10 January 17
SHIPPING MARKET 2017
After having entered into a New Year, fresh hopes seem to be high for this to be the turning point in the market that many have been looking forwar ...
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- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Central Electricity Authority - India
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Bhatia International Limited - India
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Central Java Power - Indonesia
- CNBM International Corporation - China
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Planning Commission, India
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Indian Oil Corporation Limited
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Formosa Plastics Group - Taiwan
- The University of Queensland
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- White Energy Company Limited
- Indo Tambangraya Megah - Indonesia
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
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