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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, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
Monday, 29 June 20
ULTRAMAX: A 58,000 FIXING DELIVERY SINGAPORE TRIP, VIA EAST COAST INDIA, REDELIVERY CHINA IN THE LOW $12,000S - BALTIC BRIEFING
Capesize
As the halfway mark of 2020 arrives, the capesize market is making new highs for the year. From persistent lows earlier caused by a ba ...
Saturday, 27 June 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 26 June 20
WHAT TODAY'S BAILOUTS CAN DO FOR TOMORROW'S ECONOMIES - WORLD ECONOMIC FORUM
The COVID-19 crisis provides an opportunity for governments to build fairer, more sustainable and more resilient economies.
Governments a ...
Thursday, 25 June 20
ALL YOU WANT TO KNOW ABOUT COAL MINE AUCTIONS - THE HINDU BUSINESS LINE
Last week, Prime Minister Narendra Modi threw open the auction of 41 coal blocks for commercial mining. The decision, which was part of the announc ...
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- Aboitiz Power Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- The University of Queensland
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Kobexindo Tractors - Indoneisa
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Indika Energy - Indonesia
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Posco Energy - South Korea
- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- PTC India Limited - India
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Sakthi Sugars Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Makarim & Taira - Indonesia
- Meenaskhi Energy Private Limited - India
- Simpson Spence & Young - Indonesia
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Ministry of Finance - Indonesia
- Mintek Dendrill Indonesia
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- Sojitz Corporation - Japan
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
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