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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, 19 July 22
SEEING RED? - WOOD MACKENZIE
What a Republican mid-term victory could mean for US energy and climate policy
According to current polling the Republican Party has ...
Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
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- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- European Bulk Services B.V. - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- OPG Power Generation Pvt Ltd - India
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Bangladesh Power Developement Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Power Finance Corporation Ltd., India
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- London Commodity Brokers - England
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Barasentosa Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Semirara Mining Corp, Philippines
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