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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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Friday, 31 July 20
BOTSWANA PLANS MORE COAL-FIRED POWER AS AFRICAN SOLAR ACCELERATES - IEEFA
An African economic leader like Botswana should embrace solar to reduce subsidies and tariff hikes
As Sub-Saharan solar ambition has ...
Wednesday, 29 July 20
2019 U.S. COAL PRODUCTION FALLS TO ITS LOWEST LEVEL SINCE 1978 - EIA
In 2019, U.S. coal production totaled 706 million short tons (MMst), a 7% decrease from the 756 MMst mined in 2018. Last year’s production wa ...
Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that appro ...
Tuesday, 28 July 20
DEUTSCHE BANK TO END GLOBAL BUSINESS ACTIVITIES IN COAL MINING BY 2025 - REUTERS
Deutsche Bank, in a revamp of its policies for fossil fuels, said on Monday that it would end business activities worldwide related to coal mining ...
Monday, 27 July 20
IEEFA ENERGY FINANCE CONFERENCE 2020: COAL, LNG, PETROCHEMICAL SECTORS FACE POOR OUTLOOK AND UPHILL BATTLE FOR INVESTORS
Fossil fuel industries were becoming less financially attractive even before the global coronavirus pandemic
Three major fossil fuel ...
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- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- London Commodity Brokers - England
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- CNBM International Corporation - China
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- PowerSource Philippines DevCo
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Jaiprakash Power Ventures ltd
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Globalindo Alam Lestari - Indonesia
- SMC Global Power, Philippines
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Goldman Sachs - Singapore
- Minerals Council of Australia
- PTC India Limited - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
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