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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, 16 November 21
INDONESIA’S 2022 COAL USE FOR POWER GENERATION SET TO RISE 3% - REUTERS
Indonesia’s coal consumption for power generation is likely to rise by 3.1% next year compared to 2021, the head of the country’s state ...
Tuesday, 16 November 21
CHINA'S MONTHLY COAL OUTPUT RISES TO HIGHEST SINCE MARCH 2015 - REUTERS
China’s October coal output rose to the highest since at least March 2015, after Beijing approved a raft of coal mine expansions to tame reco ...
Friday, 12 November 21
RUSSIA-INDIA COKING COAL DEAL UNLIKELY TO IMPACT PANAMAX SHIPPING - DREWRY
Russia and India have recently entered into an agreement whereby Russia will supply up to 40 million tonnes of coking coal to India every year. Dre ...
Friday, 12 November 21
ASIA COAL POWER PIPELINE TO SHRINK BY TWO THIRDS AFTER CHINA FINANCE CUT - REUTERS
Asia’s pipeline of proposed coal-fired power plants is expected to shrink from 65 gigawatts to 22 gigawatts following China’s pledge to ...
Friday, 12 November 21
INDONESIAN COAL PRICE REFERENCE TOPS $215 A TON; THE HIGHEST COAL PRICE IN HISTORY
COALspot.com: Indonesian Coal Price Reference in a steep climb for most of second half of 2021 as it reached a pinnacle of $215.01 in November 2021 ...
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- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- PTC India Limited - India
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- Economic Council, Georgia
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Petron Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Parliament of New Zealand
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Madhucon Powers Ltd - India
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Australian Coal Association
- Indian Energy Exchange, India
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- Global Business Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
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