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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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Friday, 15 October 21
GLOBAL STEEL DEMAND GROWTH DOWNGRADED FOR 2021 DUE TO CHINA - WORLD STEEL ASSOCIATION
The World Steel Association (worldsteel) today released an update of its Short Range Outlook (SRO) for 2021 and 2022. worldsteel forecasts that ste ...
Thursday, 14 October 21
SPIKING COAL PRICES: DON’T BLAME THE ENERGY TRANSITION - IEEFA
Volatility highlights urgency for renewables-based energy solutions
“Energy crisis.” The phrase evokes nearly-forgotten ...
Thursday, 14 October 21
EIA FORECASTS U.S. COAL PRODUCTION TOTALS 588 MMST IN 2021, UP 53 MMST YOY
U.S. coal production in EIA's forecasts totals 588 million short tons (MMst) in 2021, 53 MMst more than in 2020.
According ...
Wednesday, 13 October 21
COAL PRICES ARE ROARING BACK AMID A GLOBAL ENERGY CRUNCH - SYDNEY MORNING HERALD
Soaring coal prices have placed Australia’s mining and energy exports on track to reach a record $349 billion this year evenas the value of t ...
Wednesday, 13 October 21
CHINA ISN'T THE ONLY HUGE ASIAN ECONOMY WITH A COAL SHORTAGE NOW - CNBC
China is not the only Asian giant grappling with an energy crunch — India is also teetering on the edge of a power crisis.
Mos ...
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- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Medco Energi Mining Internasional
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- White Energy Company Limited
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Planning Commission, India
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Iligan Light & Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bhatia International Limited - India
- Kartika Selabumi Mining - Indonesia
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Sojitz Corporation - Japan
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Jaiprakash Power Ventures ltd
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- The University of Queensland
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Bahari Cakrawala Sebuku - Indonesia
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