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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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Saturday, 16 October 21
DESPITE HIGHER COAL PRICES, U.S. COAL RECOVERY LOOKS WEAK BY MOST MEASURES - IEEFA
U.S. coal sector is locked into a long-term sectoral decline
Coal prices have surged to the highest level in years in the U.S., and have soare ...
Saturday, 16 October 21
COAL IS 'KING' AS GAS PRICES SOAR, TOTAL CEO SAYS - AND IT’S BACKFIRING ON CLEANER ENERGY GOALS - CNBC
Surging natural gas prices have led to a jump in coal use, with plants in Europe and Asia firing back up as temperatures decline and the world grap ...
Saturday, 16 October 21
VIETNAM'S COAL-FIRED POWER MAY DOUBLE BY 2030 UNDER DRAFT ENERGY PLAN - REUTERS
Vietnam may double the amount of coal-fired electric generation it installs by 2030 under a draft power development plan submitted to the prime min ...
Friday, 15 October 21
AUSTRALIA'S WHITEHAVEN EXPECTS TO BE DEBT-FREE NEXT YEAR AS COAL PRICES SOAR - REUTERS
Australia’s Whitehaven Coal WHC.AX said on Thursday it expects to be debt-free by early 2022, as thermal coal prices surge to record highs on ...
Friday, 15 October 21
WINTER CHILL KEEPS CHINA'S COAL PRICES HIGH, POWER CRUNCH STOKES INFLATION - REUTERS
China coal prices held near record highs on Thursday as cold weather swept into the country’s north and power plants stocked up on the fuel t ...
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- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Indian Energy Exchange, India
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Cement Manufacturers Association - India
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- White Energy Company Limited
- Indian Oil Corporation Limited
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Electricity Authority, New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Aditya Birla Group - India
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- Vedanta Resources Plc - India
- SMC Global Power, Philippines
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Orica Australia Pty. Ltd.
- Indo Tambangraya Megah - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Grasim Industreis Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Riau Bara Harum - Indonesia
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
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