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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, 02 September 22
INDONESIA COAL PRICE REFERENCE SLIPS SLIGHTLY IN SEPTEMBER 2022
COALspot.com: Indonesian Coal Price Reference for September delivery drops 0.74 per cent month on month.
The Indonesian Coal Price R ...
Friday, 02 September 22
ABM INVESTAMA BUYS 30% GEMS SHARES FOR US$ 420 MILLION
PT ABM Investama Tbk through its indirect subsidiary, bought a 30% stake in the PT Golden Energy Mines Tbk for US$ 420 million or around Rp 6.2 tri ...
Wednesday, 31 August 22
MARKET INSIGHT - INTERMODAL
Scorching temperatures and extremely dry conditions during the Northern hemisphere summer have been drying crops. Yield prospects have subsided in ...
Tuesday, 23 August 22
HIGH COAL PRICES COULD BOOST INDONESIA'S ENERGY TRANSITION - IEEFA
Global coal prices have reached an all-time high as countries stop purchasing Russian coal amidst the Russia-Ukraine conflict. Indonesian coal comp ...
Tuesday, 23 August 22
A COMBINED US$6.8-BILLION CASH BALANCE OF INDONESIAN COAL COMPANIES COULD PROVIDE FOR TIMELY INVESTMENTS IN GREEN TRANSITION - IEEFA
A combined US$6.8-billion cash balance of Indonesian coal companies could provide for timely investments in green transition
The opp ...
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- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- OPG Power Generation Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Bhatia International Limited - India
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- ASAPP Information Group - India
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Minerals Council of Australia
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Oldendorff Carriers - Singapore
- Uttam Galva Steels Limited - India
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- PTC India Limited - India
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- Ministry of Mines - Canada
- White Energy Company Limited
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
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