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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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Saturday, 11 September 21
CIL STEPS UP SUPPLY COAL TO POWER SECTOR; PER-DAY AVERAGE 20 PC HIGHER THAN LAST YEAR - PTI
State-owned CIL on Friday said it has stepped up the supply of coal to the power sector in the first eight days of the current month, with an avera ...
Saturday, 11 September 21
RECORD CHINESE COAL FUTURES SIGNAL NEED TO BOOST OUTPUT - REUTERS
China’s coal prices have climbed to a record high, signaling the need for more production in the short term, even as the government tries to ...
Saturday, 11 September 21
IN 2022, EIA EXPECTS U.S. COAL PRODUCTION TO INCREASE BY 47 MMST TO 648 MMST
U.S. Coal production accordng to EIA's forecast, totals 601 million short tons (MMst) in 2021, 66 MMst more than in 2020, EIA's Short-Term ...
Wednesday, 08 September 21
FITCH RATINGS RAISES THERMAL COAL PRICE ASSUMPTIONS ON TIGHT SUPPLY
Fitch Ratings has increased all its Qinhuangdao 5,500kcal/kg price assumptions and short- and medium-term Newcastle 6,000kcal/kg price assumptions ...
Wednesday, 08 September 21
COAL IS STILL KING; INDONESIAN COAL PRICE REFERENCE ABOVE $150 FOR FIRST TIME IN HISTORY
COALspot.com: The Indonesian Coal Price Reference rose dramatically from US$ 127.05 in February 2011, to a peak of US$ 150.03 in September 2021, be ...
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- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Malabar Cements Ltd - India
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- New Zealand Coal & Carbon
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- Posco Energy - South Korea
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Central Java Power - Indonesia
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Interocean Group of Companies - India
- Electricity Generating Authority of Thailand
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