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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, 13 October 21
MARKET INSIGHT - INTERMODAL
Following up on our insight on May 2021, where we discussed about the Capesize market outlook for the second half of the year, we are pleased to se ...
Wednesday, 13 October 21
FBX INDEX: THE IMPOSSIBILITY OF SHORT-TERM FORECASTING - LARS JENSEN
Will freight rates on Asia-Europe or the Transpacific reach 40.000 USD/FFE in the run-up prior to Chinese New Year 2022? Or will they start droppin ...
Wednesday, 13 October 21
CHINA FLOODS: COAL PRICE HITS FRESH HIGH AS MINES SHUT - BBC
The price of coal used in China’s power plants has surged to a new record high as another of the country’s key mining regions is hit by ...
Tuesday, 12 October 21
BUMA SIGNS CONDITIONAL AGREEMENT FOR AUSTRALIAN ASSET ACQUISITION
PT Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, through its newly incorporated Australian subsidiary, BUMA International Pty ...
Tuesday, 12 October 21
INDONESIA'S COAL-BASED POWER PLANTS ARE SUBJECT TO CARBON TAX NEXT YEAR, ELECTRICITY COSTS COULD RISE! - CNBC
The Indonesian government is planning plans to implement a carbon tax of IDR 30 per kilogram (kg) of carbon dioxide equivalent (CO2e) or equivalent ...
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- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- GMR Energy Limited - India
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Eastern Coal Council - USA
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Xindia Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Kaltim Prima Coal - Indonesia
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