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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, 06 October 21
EUROPEAN COAL FUTURES CLIMB TO 13-YEAR PEAK - REUTERS
European coal futures rose to a 13-year high and physical thermal coal prices were at record highs as rallying gas prices and strong Asian demand f ...
Tuesday, 05 October 21
CAPESIZE MARKET WAS IN A STEEP CLIMB FOR MOST OF THIS WEEK - BALTIC EXCHANGE
Capesize
The Capesize market was in a steep climb for most of this week as it reached a pinnacle of $74,786 Wednesday before stalling, regather ...
Wednesday, 29 September 21
THE WRITING IS ON THE WALL: AUSTRALIA’S COAL ERA IS OVER - YAHOO!FINANCE
As the fringe of Australian politics strives to pump up the coal industry, facts show that coal production has started its long run decline.
&n ...
Wednesday, 29 September 21
SURGING COAL PRICES SPLIT ASIAN BUYERS INTO RICH AND POOR - REUTERS
As seaborne coal in Asia trades at, or near, record highs, there are early signs of demand destruction, especially among price-sensitive buyers suc ...
Wednesday, 29 September 21
MARKET INSIGHT - INTERMODAL
Tanker Asset values have surprised to the upside, despite the downward pressure on the freight market. Tanker rates have been hovering close to the ...
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- Eastern Energy - Thailand
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Antam Resourcindo - Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Aboitiz Power Corporation - Philippines
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Economic Council, Georgia
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- Sical Logistics Limited - India
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Pendopo Energi Batubara - Indonesia
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- TeaM Sual Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- LBH Netherlands Bv - Netherlands
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- South Luzon Thermal Energy Corporation
- Romanian Commodities Exchange
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Directorate Of Revenue Intelligence - India
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
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