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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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Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
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- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Africa Commodities Group - South Africa
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Australian Coal Association
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Indian Oil Corporation Limited
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- The University of Queensland
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Planning Commission, India
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- GVK Power & Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
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