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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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Tuesday, 04 October 22
INDONESIAN COAL PRICE REFERENCE SURGE AGAIN TO RECORD HIGH
COALspot.com: Indonesian Coal Price Reference reached another record high in October as Russia's war in Ukraine continues to spark a surge in c ...
Sunday, 02 October 22
MISC STRENGTHENS ITS PARTNERSHIP WITH SEARIVER MARITIME
MISC Berhad (MISC) today announced that its subsidiaries Polaris LNG Three Pte. Ltd. and Polaris LNG Four Pte. Ltd. have secured long-term time cha ...
Thursday, 29 September 22
MARKET INSIGHT - INTERMODAL
This week, focus turns to the 38th APPEC Conference, where leading professionals from the global oil industry will discuss the future key drivers o ...
Thursday, 29 September 22
HIGH COAL PRICES REMAIN A CONCERN FOR DOMESTIC NON-FERROUS METAL COMPANIES - ICRA
According to ICRA on Monday, the high price of coal will have a negative effect on the profitability of domestic non-ferrous metal companies that m ...
Tuesday, 27 September 22
14% INCREASE IN EUROPEAN COAL DEMAND TO BE SHORT-TERM TREND - WOOD MACKENZIE
European seaborne thermal coal demand is projected to increase 14% or 12 million metric tonnes (Mt) this year to 98 Mt as it grapples with the curr ...
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Mjunction Services Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Australian Coal Association
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Trasteel International SA, Italy
- Lanco Infratech Ltd - India
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
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