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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, 10 August 22
THE FUTURE OF COAL: EIGHT KEY THEMES FROM THE GLOBAL COAL FORUM - WOOD MACKENZIE
Coal investors face a multi-layered and unavoidable challenge: markets distorted by war, trade constraints and the existential threat of the energy ...
Saturday, 06 August 22
SUMITOMO Q1 PROFIT RISES 45% ON STRONGER PRICES OF COAL, NICKEL - REUTERS
Japanese trading house Sumitomo Corp 8053.T said on Wednesday its net profit for the April-June quarter rose 45% to a record thanks to higher price ...
Saturday, 06 August 22
GERMANY'S ENERGY U-TURN: COAL INSTEAD OF GAS - DEUTSCHE WELLE
Berlin has realized it will never again import as much energy from Russia as before the Ukraine war. So the challenge is to wean Germany off its de ...
Saturday, 30 July 22
NUANCES OF FORCE MAJEURE CLAUSE - BALTIC EXCHANGE
Knowledge to Elevate
In NKD Maritime Limited v. Bart Maritime (No 2) Inc (Shagang Giant) [2022] EWHC 1615 (Comm), Bart Maritime (No 2) Inc (th ...
Saturday, 30 July 22
AEMO URGES QUICKER SHIFT TO RENEWABLES AMID COAL FAILURES AND SOARING FOSSIL FUEL COSTS
The Australian Energy Market Operator has called for an accelerated shift to wind and solar, backed up by batteries and other storage, as a devasta ...
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- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Coal and Oil Company - UAE
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Parry Sugars Refinery, India
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- VISA Power Limited - India
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Antam Resourcindo - Indonesia
- Timah Investasi Mineral - Indoneisa
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Anglo American - United Kingdom
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The University of Queensland
- Vizag Seaport Private Limited - India
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
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