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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, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
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- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- PTC India Limited - India
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Parliament of New Zealand
- MS Steel International - UAE
- VISA Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- The University of Queensland
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Planning Commission, India
- Holcim Trading Pte Ltd - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
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