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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, 15 July 20
CHINA'S JUNE COAL IMPORTS FALL 6.7% Y/Y ON PORT CURBS - REUTERS
China’s coal imports dropped 6.7% in June from the same period last year, as stringent import restrictions at ports impeded purchases by trad ...
Wednesday, 15 July 20
MARKET INSIGHT - INTERMODAL
The Covid-19 virus spread around the world has obviously impacted the global oil demand while the situation remains fluid. The overall constraint ...
Tuesday, 14 July 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.75 PCT - XINHUA
China Taiyuan coal transaction price index stood at 126.01 points Monday, up 0.75 percent week on week.
The index, released by China ...
Tuesday, 14 July 20
TURKEY - A CASE OF UNDECLARED BUNKER - GARD
KNOWLEDGE TO ELEVATE
Undeclared/excess bunkers can be considered a criminal act by Turkish customs officials with the ship's crew being ac ...
Monday, 13 July 20
PANAMAX: A TUMULTUOUS WEEK IN THE PANAMAX MARKET ENSURED ALL MARKETS GAINED VALUE ON THE WEEK - BALTIC BRIEFING
Capesize
This week witnessed the dreaded correction in the Capesize market, with the time charter average shedding almost 18 per cent to close ...
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- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Sojitz Corporation - Japan
- Minerals Council of Australia
- VISA Power Limited - India
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Posco Energy - South Korea
- London Commodity Brokers - England
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Global Coal Blending Company Limited - Australia
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Anglo American - United Kingdom
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- LBH Netherlands Bv - Netherlands
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- PTC India Limited - India
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Australian Coal Association
- CNBM International Corporation - China
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Parliament of New Zealand
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
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