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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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Tuesday, 14 December 21
COAL LOCK-IN IN SOUTHEAST ASIA PRESENTS A CHALLENGE FOR THE ASIAN DEVELOPMENT BANK'S COAL RETIREMENT PLAN - IEEFA
In August, the Asian Development Bank (ADB) announced an ambitious plan to buy high emissions coal-fired power plants in Southeast Asia and retire ...
Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping su ...
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- Ministry of Mines - Canada
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- GMR Energy Limited - India
- Sical Logistics Limited - India
- White Energy Company Limited
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Mercuria Energy - Indonesia
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
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