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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, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
Monday, 06 December 21
CHINA SETS 2022 ANNUAL THERMAL COAL PRICES AT 700 YUAN/T - MEDIA: REUTERS
China’s top economic planner has proposed to set annual thermal coal prices for 2022 at between 550 yuan and 850 yuan ($86-$133) per tonne, a ...
Thursday, 02 December 21
BUMI RECORDED US$ 666.18 MILLION AS REVENUE IN THE 3RD QUARTER, UP 13.31% YOY
PT Bumi Resources Tbk and its subsidiaries have recorded a surge in revenue in the third quarter of 2021. BUMI has recorded US$ 666.18 million as r ...
Thursday, 02 December 21
CHINA'S COAL CRUNCH IS OVER, BUT PRICES ARE STILL TOO HIGH - REUTERS
China’s coal crisis has largely been resolved with gains in both production and stockpiles sufficient to ensure power supplies over winter.
...
Wednesday, 01 December 21
2022 OUTLOOK: INDONESIAN COAL MINING - FITCH RATINGS
Fitch Ratings has a neutral outlook on the Indonesian coal sector for 2022.
Earnings generation should slow down as selling pr ...
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- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- MS Steel International - UAE
- Vedanta Resources Plc - India
- PowerSource Philippines DevCo
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Bukit Baiduri Energy - Indonesia
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Latin American Coal - Colombia
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Singapore Mercantile Exchange
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Indian Energy Exchange, India
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- The University of Queensland
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- Central Java Power - Indonesia
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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