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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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Monday, 20 July 20
COAL INDIA LAUNCHES SPECIAL CATEGORY OF E-AUCTION FOR COAL IMPORTERS - BUSINESS STANDARD
Coal India (CIL) on Friday launched a special category of e-auction for importers of coal. This is in line with the government’s declaration ...
Monday, 20 July 20
OIL PRICE OF $40-43 PER BARREL MORE OR LESS BALANCED - NOVAK | TASS
The Russian Ministry of Energy considers the current oil price of $40-43 per barrel more or less balanced and does not expect price changes after t ...
Monday, 20 July 20
SUPRAMAX: A 63,000 OPEN NORTH CHINA FIXING AN AUSTRALIAN ROUND IN THE LOW $10,000S - BALTIC BRIEFING
Capesize
The capesize market showed some resistance this week to recent losses as all routes saw a small uptick in value to end the week. With ...
Friday, 17 July 20
MISC MALAYSIA ENTERS INTO PURCHASE AGREEMENTS AND TIME CHARTER PARTIES FOR SIX VLECS
MISC Berhad (MISC) has entered into Memorandum of Agreements (MOAs) with six indirect wholly-owned subsidiaries of Zhejiang Satellite Petrochem ...
Wednesday, 15 July 20
HOW MEANINGFUL ARE SOME ESTIMATES FOR INDIA’S COAL CONSUMPTION DATA? - IEEFA
In recent years, BP's estimates for India have contained what appears to be a record of over-optimistic projections
BP’s a ...
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- Chamber of Mines of South Africa
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Mintek Dendrill Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Cement Manufacturers Association - India
- Uttam Galva Steels Limited - India
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Videocon Industries ltd - India
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Posco Energy - South Korea
- Aditya Birla Group - India
- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- VISA Power Limited - India
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
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