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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, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Australian Coal Association
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Sical Logistics Limited - India
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- The University of Queensland
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- SMG Consultants - Indonesia
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Kaltim Prima Coal - Indonesia
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
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