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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, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- The University of Queensland
- Australian Commodity Traders Exchange
- Edison Trading Spa - Italy
- ASAPP Information Group - India
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Medco Energi Mining Internasional
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Marubeni Corporation - India
- Electricity Generating Authority of Thailand
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- VISA Power Limited - India
- Australian Coal Association
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kepco SPC Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
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