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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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Saturday, 23 July 22
STABILITY OF RUSSIAN GAS FLOWS REMAIN UNCERTAIN, DESPITE THE REOPENING OF NORD STREAM - WOOD MACKENZIE
Gazprom confirmed today that regular annual maintenance of Nord Stream is officially over and gas flows restarted at 63 million cubic metres per da ...
Friday, 22 July 22
MARKET INSIGHT - INTERMODAL
Faced with uncertainty regarding the most cost-efficient alternative fuels and the future dominant method to reduce their greenhouse emissions, man ...
Friday, 22 July 22
YANCOAL AUSTRALIA CUTS 2022 COAL OUTPUT VIEW AS FLOODS, COVID BITE - REUTERS
Coal miner Yancoal Australia Ltd YAL.AX cut its 2022 output forecast on Wednesday, signalling a hit from higher-than-expected rainfall, COVID-19-le ...
Wednesday, 20 July 22
BOOST FOR BIOFUELS AS IMO REMOVES REGULATORY HURDLE - GARD
MARPOL Annex VI regulations were written for petroleum derived fuels but also apply to biofuels. It has been a challenge to meet the regulatory req ...
Wednesday, 20 July 22
INDONESIA’S COAL EXPORTS TO THE EU INCREASED SIGNIFICANTLY RECENTLY
European countries have increased coal imports from Indonesia due to the energy crisis that hit the region after Russia cuts gas exports to Europe. ...
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- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Malabar Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Intertek Mineral Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Planning Commission, India
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Sree Jayajothi Cements Limited - India
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ambuja Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Australian Coal Association
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
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