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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, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
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- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Parliament of New Zealand
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Latin American Coal - Colombia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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