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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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Friday, 26 November 21
CHINA FINDS COMPLIANCE PROBLEMS IN COAL PRICE INDEX PROBE - REUTERS
China’s state planner on Wednesday said it had discovered some “noncompliant” behaviour among coal price index providers as it an ...
Thursday, 25 November 21
SE ASIA POWER DEMAND TO RISE AS STATE SUPPORT MITIGATES COVID-19 IMPACT - FITCH RATINGS
Electricity demand in south-east Asia is likely to increase in 2021, following slow growth or contraction in 2020, thanks to state support that has ...
Thursday, 25 November 21
FITCH RATINGS INCREASES MOST GLOBAL METALS AND MINING PRICE ASSUMPTIONS - FITCH RATINGS
Fitch Ratings has increased most metals and mining price assumptions, particularly those that benefit from increased longer-term demand due to glob ...
Thursday, 25 November 21
CHINA'S COAL PRICE DROPS IN MID-NOVEMBER AMID GOVERNMENT’S SWEEPING MEASURES - GLOBAL TIMES
China’s coal prices have dropped significantly in mid-November compared with the beginning of the month, with the price of coking coal and co ...
Wednesday, 24 November 21
MARKET INSIGHT - INTERMODAL
Inflation is the word that has dominated the meetings of foreign leaders and finance ministers in recent weeks, as rising energy costs, supply chai ...
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- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Planning Commission, India
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Kartika Selabumi Mining - Indonesia
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Central Electricity Authority - India
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