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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Eastern Energy - Thailand
- Ind-Barath Power Infra Limited - India
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- The Treasury - Australian Government
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Sindya Power Generating Company Private Ltd
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- The State Trading Corporation of India Ltd
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Central Electricity Authority - India
- Bulk Trading Sa - Switzerland
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Malabar Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Energy Development Corp, Philippines
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- ASAPP Information Group - India
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Australian Coal Association
- The University of Queensland
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
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