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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, 20 September 22
CHINA COAL OUTPUT UP 8.1 PCT IN AUGUST - XINHUA
China’s raw coal output posted stable expansion in August, official data showed.
The country produced 370 million tonnes of ra ...
Monday, 19 September 22
BUMA AUSTRALIA AWARDED A$400 MILLION CONTRACT EXTENSION BY BMA FOR GOONYELLA PROJECT
Press Release – PT Delta Dunia Makmur Tbk. (the "Company") announced that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA ...
Saturday, 17 September 22
CHINA WARNS COAL COMPANIES AGAINST DUAL CONTRACTS, KEEP PRICES STABLE - REUTERS
China’s state economic planner warned coal companies operating at ports in the Bohai Bay region to comply with their long-term contracts to k ...
Saturday, 17 September 22
IS A GLOBAL RECESSION IMMINENT? - WORLD BANK
Since the beginning of the year, a rapid deterioration of growth prospects coupled with rising inflation and tightening financing conditions, has i ...
Saturday, 17 September 22
FITCH RATINGS REVISES GLOBAL METALS & MINING PRICE ASSUMPTIONS
Fitch Ratings has revised its metals and mining price assumptions reflecting evolving economic growth expectations and demand and supply dynamics.
...
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- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Planning Commission, India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Central Electricity Authority - India
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- TeaM Sual Corporation - Philippines
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- MS Steel International - UAE
- Eastern Coal Council - USA
- Miang Besar Coal Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- ICICI Bank Limited - India
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- India Bulls Power Limited - India
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
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