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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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Thursday, 23 September 21
RECORD-HIGH GAS PRICES AFFECT MANY EUROPEAN CORPORATE SECTORS - FITCH RATINGS
Record-high natural gas prices are putting pressure on supply chains of many European corporate sectors, including non-integrated energy suppliers, ...
Wednesday, 22 September 21
MARKET INSIGHT - INTERMODAL
The unfolding last week of a trilateral defence pact between the United States, Australia, the United Kingdom (AUKUS) envisages a wide range of col ...
Tuesday, 21 September 21
CHINESE COAL IMPORTS FROM AUSTRALIA DROP 98.6% AS RESTRICTIONS BITE - BIMCO
In the first seven months of the year Chinese coal imports from Australia have totalled just 780,000 tonnes as Chinese restrictions on Australian c ...
Tuesday, 21 September 21
CHINA'S COAL OUTPUT RESUMES GROWTH IN AUGUST - XINHUA
China’s raw coal output rose 0.8 percent year on year to 340 million tonnes last month, official data showed.
The growth rate ...
Wednesday, 15 September 21
MARKET INSIGHT - INTERMODAL
Following the oil price sell off during most of August, partly triggered by oil demand fears amid the delta COVID variant, oil prices have resumed ...
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- GAC Shipping (India) Pvt Ltd
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- Timah Investasi Mineral - Indoneisa
- Price Waterhouse Coopers - Russia
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Star Paper Mills Limited - India
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- VISA Power Limited - India
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Energy Link Ltd, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- The University of Queensland
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Planning Commission, India
- Bharathi Cement Corporation - India
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
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