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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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Wednesday, 01 December 21
SUPPLY OF COAL TO POWER PLANTS IN NOV MORE THAN CONSUMPTION: JOSHI - PTI
The supply of coal to power plants in November is more than the consumption, resulting in rise in stock of dry fuel at power plants, and this trend ...
Wednesday, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
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- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- PTC India Limited - India
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Baramulti Group, Indonesia
- VISA Power Limited - India
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- CNBM International Corporation - China
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- London Commodity Brokers - England
- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Planning Commission, India
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Metalloyd Limited - United Kingdom
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Latin American Coal - Colombia
- Minerals Council of Australia
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
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