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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, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
Wednesday, 24 November 21
PRICE OF CHINA’S COAL FUTURE DROPS BY 60% AS NATIONWIDE DAILY OUTPUT REACHES OVER 12 MILLION TONS: NDRC - GLOBAL TIMES
China’s daily coal output has now stabilized after reaching over 12 million tons and the price of coal futures has declined to 800 yuan ($125 ...
Friday, 19 November 21
CHINA: COAL SUPPLIES TO STABILIZE FOR COMING COLD SEASON
China is capable of ensuring stable coal supplies this winter and next spring with the increase in coal production and the rising stockpiles at pow ...
Wednesday, 17 November 21
MARKET INSIGHT - INTERMODAL
It has been another declining week for the dry bulk market and evidently, we are seeing asset values gradually losing momentum as well. Following a ...
Tuesday, 16 November 21
EARNINGS RECOVERY IN INDONESIAN COAL TO CONTINUE THROUGH 2021, BUT SLOW IN 2022 - FITCH RATINGS
The recovery in the operating and financial performance of Indonesian coal miners and coal contractors is likely to slow in 2022, but coal prices s ...
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- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Mjunction Services Limited - India
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Metalloyd Limited - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Madhucon Powers Ltd - India
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- New Zealand Coal & Carbon
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- PNOC Exploration Corporation - Philippines
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- White Energy Company Limited
- Indian Energy Exchange, India
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Electricity Authority, New Zealand
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Dalmia Cement Bharat India
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
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