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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, 10 February 22
EIA ANALYSIS CONSIDERS DIFFERENT OUTCOMES FOR COAL MARKETS IN INDIA AND SOUTHEAST ASIA
In our International Energy Outlook 2021 (IEO2021) Issues in Focus: Uncertainty in Coal Trade in India and Greater Southeast Asia, we analyze three ...
Wednesday, 09 February 22
OIL PRICES: "IT'S GOING TO BE VERY EASY" TO GET TO $100/BARREL, ANALYST SAYS - YAHOO FINANCE
Energy and oil prices have been on fire over the last six months — and expect them to go higher, says one analyst.
“For ...
Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China& ...
Wednesday, 09 February 22
FEBRUARY HBA HITS RECORD HIGH IN 2022 ON INDONESIA’S EXPORT BAN IN JANUARY, WORSEN SUPPLY, UKRAINE TENSIONS
COALspot.com: Indonesian Coal Price Reference for February in a steep climb from January 2022.
As expected in January the Indonesia ...
Wednesday, 09 February 22
CHINESE COAL MARKS BEST DAY IN 4 MONTHS ON TIGHT SUPPLY, HIGH DEMAND - REUTERS
China’s coal futures on Tuesday recorded their best session since Bejing’s mid-October intervention to cool runaway prices, aided by co ...
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- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Posco Energy - South Korea
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Mercuria Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- New Zealand Coal & Carbon
- Intertek Mineral Services - Indonesia
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- White Energy Company Limited
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- The University of Queensland
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
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