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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.
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Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
Thursday, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
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- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Sarangani Energy Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Agrawal Coal Company - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Planning Commission, India
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
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