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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, 04 November 21
FASTER DECARBONISATION: BACK TO BASICS FOR THE MINING INDUSTRY? - WOOD MACKENZIE
To the uninitiated, rugby is a technical and complicated game. As young schoolboys it was all a wee bit confusing and we invariably ended up on the ...
Wednesday, 03 November 21
CHINA TO LAUNCH NEW DATA MONITORING SYSTEM, TARGETING COAL MARKET SPECULATION, HOARDING - GLOBAL TIMES
China’s top economic planner announced on Sunday a new data system for supervising the implementation of medium- and long-term contracts of c ...
Wednesday, 03 November 21
CHINA’S STATE PLANNER SAYS COAL SUPPLY IMPROVING, PRICES STABILISING - REUTERS
China’s coal supply situation has seen significant improvement with joint efforts from coal producers, logistics and downstream users, while ...
Wednesday, 03 November 21
HIGHER COKING COAL PRICES TO PARE PROFITABILITY OF STEELMAKERS IN SECOND HALF OF FY22 - CRISIL RATINGS
The operating margin of primary steelmakers will reduce by a third to 24-26% in the second half of this fiscal versus the first half as input cost ...
Wednesday, 03 November 21
MARKET INSIGHT - INTERMODAL
November is here and soon the all time seasonal favorite “all I want or Christmas is you” by Mariah Carey will be played in radio stati ...
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- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Vizag Seaport Private Limited - India
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- Economic Council, Georgia
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Latin American Coal - Colombia
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Karbindo Abesyapradhi - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Xindia Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Bank of Tokyo Mitsubishi UFJ Ltd
- New Zealand Coal & Carbon
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Medco Energi Mining Internasional
- Australian Coal Association
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Barasentosa Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Bhatia International Limited - India
- The University of Queensland
- MS Steel International - UAE
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
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