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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.
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Monday, 17 July 23
APPROVED AMMONIA-FUELED CONTAINERSHIP - BENEFITS AND RISKS: REED SMITH
Following the news in Offshore Energy that Korea Maritime Consultants has secured approval in principle from the American Bureau of Shipping for it ...
Friday, 14 July 23
CLEAN COAL USE KEY TO DEEP CUTS IN EMISSIONS, STABLE ELECTRICITY SUPPLY - CHINA DAILY
China must push for the clean use of coal and step up integration of the dirty fuel with carbon capture, utilization and storage to achieve sustain ...
Thursday, 13 July 23
VIETNAM'S COAL EMISSIONS PRIMED FOR SURGE AFTER IMPORTS JUMP - REUTERS
Vietnam’s thermal power emissions are primed for a steep climb this summer after the country’s imports of thermal coal soared to their ...
Monday, 26 June 23
COAL PRODUCTION AND CONSUMPTION UP IN 2022 - EUROSTAT
In 2022, EU coal production and consumption continued to increase, reaching 349 million tonnes (+5% compared with the previous year) and 454 millio ...
Wednesday, 21 June 23
QATAR STRIKES SECOND BIG LNG SUPPLY DEAL WITH CHINA - REUTERS
Qatar on Tuesday secured its second large gas supply deal with a Chinese state-controlled company in less than a year, putting Asia clearly ahead i ...
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- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Planning Commission, India
- Thiess Contractors Indonesia
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Timah Investasi Mineral - Indoneisa
- Carbofer General Trading SA - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Australian Coal Association
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Bukit Baiduri Energy - Indonesia
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Indo Tambangraya Megah - Indonesia
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
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