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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, 24 June 20
MARKET INSIGHT - INTERMODAL
The World Bank estimates that the global economy will fall by 5.2% this year, underlining that the Covid-19 pandemic has had rapid and massive cons ...
Tuesday, 23 June 20
COVID-19 COULD CAUSE A BOOM IN COAL POWER - RYSTAD ENERGY | OILPRICE
COVID-19 has not only impacted the energy industry’s revenues but also its infrastructure development.
The delay of new natural gas ...
Tuesday, 23 June 20
CHINA'S COAL OUTPUT UP 0.9 PCT IN JANUARY-MAY: XINHUA
Output of raw coal in China rose 0.9 percent year on year to 1.47 billion tonnes in the first five months of this year, official data showed.
& ...
Monday, 22 June 20
KAMSARMAX TYPES REGULARLY HIT THE $9,000 PER DAY LEVEL FOR INDONESIAN COAL RUN TO CHINA, BALTIC BRIEFING SAYS
Capesize
The Capesize market trajectory this week has been one of the steepest rallies the sector has experienced. Opening at $12,410, the sect ...
Saturday, 20 June 20
WORLD OIL DEMAND IS PROJECTED TO DECREASE BY 9.1 MB/D IN 2020 - OPEC
Crude Oil Price Movements
Spot crude oil prices rebounded in May from low levels registered a month earlier, as physical market fundamentals im ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Indonesian Coal Mining Association
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Mintek Dendrill Indonesia
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Bhatia International Limited - India
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Madhucon Powers Ltd - India
- Wood Mackenzie - Singapore
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Directorate Of Revenue Intelligence - India
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- European Bulk Services B.V. - Netherlands
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Ministry of Transport, Egypt
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Mercator Lines Limited - India
- MS Steel International - UAE
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
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