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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, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
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- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- VISA Power Limited - India
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Parliament of New Zealand
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Ministry of Finance - Indonesia
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Aditya Birla Group - India
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Tamil Nadu electricity Board
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Africa Commodities Group - South Africa
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Australian Coal Association
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- SMG Consultants - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
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