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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, 05 August 20
SLUMP IN OIL REVENUE CHALLENGES MIDDLE EAST OIL EXPORTERS - INTERMODAL
The Covid-19 pandemic has had far-reaching consequences on the global capital markets. Despite the US government’s efforts for a quick and de ...
Tuesday, 04 August 20
KOEN INVITED BIDS FOR TOTAL 900K MT OF MIN 5600 NCV COAL FOR 3 YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 260,000 to 300,000 Tons (MT) min. ...
Tuesday, 04 August 20
THE WORLD’S FLEET OF COAL-FIRED POWER STATIONS HAS GOT SMALLER FOR THE FIRST TIME ON RECORD, WITH MORE CAPACITY RETIRED IN THE FIRST HALF OF 2020 THAN THE AMOUNT OPENED - IEA
This is according to the latest Global Coal Plant Tracker (GCPT) results by Global Energy Monitor (GEM), which we completed last month and report f ...
Monday, 03 August 20
U.S. COAL CONSUMPTION, WHICH HAS DECLINED SINCE ITS 2007 PEAK, FELL TO ITS LOWEST POINT IN APRIL 2020 - EIA
According to the U.S. Energy Information Administration’s (EIA) most recent Monthly Energy Review, the United States consumed 6.5 quadrillion ...
Monday, 03 August 20
LOW OIL PRICE AND CORONA VIRUS HIT SUB-SAHARAN AFRICA OIL PRODUCERS - FITCH RATINGS
The collapse in oil prices and the coronavirus shock is worsening the fiscal and external balances of sub-Saharan African oil producers, Fitch Rati ...
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- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Star Paper Mills Limited - India
- Iligan Light & Power Inc, Philippines
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- IHS Mccloskey Coal Group - USA
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Maheswari Brothers Coal Limited - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Latin American Coal - Colombia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vijayanagar Sugar Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
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