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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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Tuesday, 28 September 21
THE MAIDEN EDITION OF DIVE TECHNOLOGY SUMMIT 2021 CONCLUDES SUCCESSFULLY
Press Release: DIVE TECHNOLOGY SUMMIT 2021, a one-day conference on the recent technological advancements in the Industrial Diving industry conclud ...
Monday, 27 September 21
CHINESE COAL FIRMS MEET TO ADDRESS WINTER SUPPLY CHALLENGES - CNBC
Major Chinese coal producers are trying to resolve supply shortages and curb price rises as the country’s winter consumption peak approaches, ...
Saturday, 25 September 21
HIGH STAKES FOR ASIAN DEVELOPMENT BANK’S AMBITIOUS COAL POWER RETIREMENT PLAN - IEEFA
Implementation challenges could block funding for other equally important high impact clean energy funding strategies
In the lead up ...
Thursday, 23 September 21
LONGER COAL CONTRACTS MAY REIN IN PRICES - ECNS
In China’s coal sector that has been marred recently by price surges, regional authorities and related enterprises should ensure the fuel con ...
Thursday, 23 September 21
BALTIC INDEX HITS 12-YEAR PEAK ON FIRMER VESSELS RATES - REUTERS
The Baltic Exchange’s main dry bulk sea freight index rose for a fourth straight session on Wednesday to a 12-year high, buoyed by higher rat ...
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- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- PTC India Limited - India
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- White Energy Company Limited
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- Tamil Nadu electricity Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Economic Council, Georgia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- Port Waratah Coal Services - Australia
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Australian Coal Association
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Rashtriya Ispat Nigam Limited - India
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining Corp, Philippines
- Simpson Spence & Young - Indonesia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Mintek Dendrill Indonesia
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Borneo Indobara - Indonesia
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Bhatia International Limited - India
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