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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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Friday, 04 February 22
RENEWABLES ON THE RISE, COAL CONTINUOUSLY FALLING - EUROPEAN COMMISSION
Although oil (34.5%) and natural gas (23.7%) were still the most important fuel sources in the EU energy mix in 2020, renewable energy’s shar ...
Thursday, 03 February 22
COAL SHORTAGE NOW AT ALARMING LEVELS, SAY ALUMINIUM PRODUCERS - IANS
With no relief in sight despite coal stocks running critically low and production disruptions looming across the Indian aluminium sector, the Alumi ...
Wednesday, 02 February 22
HIGH COKING COAL PRICES PROVIDE GLIMPSE INTO STEELMAKING'S FUTURE - MCKINSEY
Last year was a volatile one in global commodity markets. Demand for coking coal, an essential raw material in the production of steel, was extreme ...
Wednesday, 02 February 22
INDONESIA'S RESTRICTIONS ON COMMODITIES RATTLE MARKETS, MORE MOVES LIKELY - REUTERS
In just the first month of this year, Indonesian policymakers have rattled global markets with restrictions on some of its biggest commodities expo ...
Wednesday, 02 February 22
CHINA'S TOP COAL PRODUCER FORECASTS 28 PCT PROFIT GROWTH IN 2021 - XINHUA
China Shenhua Energy Company Limited, one of the country’s biggest coal producers, said its net profits are expected to jump by 28 percent in ...
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- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- Kaltim Prima Coal - Indonesia
- IEA Clean Coal Centre - UK
- Bhoruka Overseas - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- White Energy Company Limited
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Indika Energy - Indonesia
- MS Steel International - UAE
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