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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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Wednesday, 20 October 21
CHINA COAL HITS RECORD HIGH AMID TIGHT SUPPLIES - REUTERS
China coal prices hit a record high on Tuesday buoyed by a widening power crunch and cold weather despite Beijing’s efforts to bolster supply ...
Wednesday, 20 October 21
MARKET INSIGHT - INTERMODAL
IMO 2020, Ballast Water Treatment regulations, Green Recycling, GHG emissions, EEXI, CII, ETS, Fit for 55, Carbon price/levy, the Poseidon Principl ...
Tuesday, 19 October 21
SPONGE IRON SECTOR MIGHT REPORT NEGATIVE GROWTH DUE TO COAL CRISIS: SIMA - PTI
The domestic sponge iron industry might report a negative growth in the ongoing December quarter “if the shortage of coal is allowed to conti ...
Tuesday, 19 October 21
COAL INDIA, THE FALL GUY FOR POWER CRISIS - INDIA EXPRESS
The post-Covid economic recovery has led to a major increase in the demand for power, both in India and globally. In India, coal-based power plants ...
Saturday, 16 October 21
SOLAR INSTALLATION SURGE PUTS INDIA ON TRACK TO CAP COAL-FIRED POWER AS EARLY AS 2024 - IEEFA
Recent increase in solar power installations could push coal to peak sooner than expected
If India keeps installing solar capacity a ...
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- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Coalindo Energy - Indonesia
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- Semirara Mining and Power Corporation, Philippines
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- Metalloyd Limited - United Kingdom
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Minerals Council of Australia
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
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