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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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Monday, 01 November 21
COAL PRICES HAVE FURTHER ROOM TO DROP: TOP ECONOMIC PLANNER - GLOBAL TIMES
China’s top economic planner said coal prices have further room to drop on Friday, as the most traded coal futures dropped to below 1,000 yua ...
Saturday, 30 October 21
CHINA'S COAL PRICES SEE BIGGEST WEEKLY FALL IN MORE THAN 5 YEARS - REUTERS
China’s coal futures prices saw their biggest fall in more than five years after the powerful state planner said there is still room to adjus ...
Saturday, 30 October 21
G-20 LEADERS PREPARE STATEMENT TO STOP FUNDING FOREIGN COAL PLANTS - BLOOMBERG
Leaders of the Group of 20 wealthy economies are preparing to pledge to stop funding foreign coal-fired plants, but are still wrangling over climat ...
Friday, 29 October 21
APAC THERMAL COAL SUPPLY TO REMAIN TIGHT AS WINTER LOOMS - FITCH RATINGS
APAC thermal coal prices have surged, hitting historically high levels. The benchmark Newcastle 6,000kcal/kg grade coal reached USD228/tonne in mid ...
Thursday, 28 October 21
CANADA BAN ON SHIPPING COAL WOULD EQUAL SCRAPPING AS MANY AS 3 MILLION CARS - IEEFA
Canada ban on shipping coal would equal scrapping as many as 3 million cars
Change in Canadian policy could have major implications ...
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- Independent Power Producers Association of India
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Xindia Steels Limited - India
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- New Zealand Coal & Carbon
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Parliament of New Zealand
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Australian Coal Association
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- PTC India Limited - India
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Economic Council, Georgia
- McConnell Dowell - Australia
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
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