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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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Thursday, 11 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 ...
Tuesday, 09 November 21
ASIA-PACIFIC IS HOME TO SOME OF THE WORLD'S LARGEST CARBON-EMITTERS - 2 CHARTS SHOW ITS RELIANCE ON COAL - CNBC
Asia-Pacific is home to some of the world’s largest carbon emitters — and experts say much of global efforts to fight climate change de ...
Tuesday, 09 November 21
CHINA DAILY COAL OUTPUT HITS MULTI-YEAR PEAK, PRICES EXPECTED TO FALL - REUTERS
China’s daily coal output hit 11.93 million tonnes last week, a multi-year high as more capacity returned to operation, the state planner sai ...
Thursday, 04 November 21
CHINA'S COAL MARKET SEES SIGNIFICANT IMPROVEMENTS: NDRC - GLOBAL TIMES
China’s top economic planner has declared initial success in its efforts to ensure coal supply and stabilize prices, saying that daily coal o ...
Thursday, 04 November 21
CHINA THERMAL COAL PRICES RISE AFTER FALLING FOR 10 DAYS - REUTERS
China thermal coal futures rebounded on Wednesday after falling for 10 days on an expected jump in fuel demand to meet heating needs amid forecasts ...
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- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Electricity Authority, New Zealand
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Orica Mining Services - Indonesia
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Parliament of New Zealand
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Wood Mackenzie - Singapore
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Energy Development Corp, Philippines
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Georgia Ports Authority, United States
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- VISA Power Limited - India
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Bayan Resources Tbk. - Indonesia
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
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