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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.
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Thursday, 11 June 20
JAN-MAY, INDONESIA SHIPPED 175.15 MILLION TONS OF COAL TO ITS OVERSEAS BUYERS
Indonesia's coal production for the first 5 months of this year have reached 228 million tons. January – May 2020, Indonesia shipped US$ ...
Thursday, 11 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Wednesday, 10 June 20
OPEC+ CUTS EXTENSION TO ACCELERATE MARKET REBALANCING - FITCH RATINGS
Fitch Ratings-London-08 June 2020: The OPEC+ agreement to extend by one month record oil production cuts should accelerate market rebalancing, Fitc ...
Wednesday, 10 June 20
MARKET INSIGHT - INTERMODAL
In contrast to the economic projections of the past two years for the first half of 2020, the oil & gas industry and those involved in it faced ...
Wednesday, 10 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.19 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.71 points Monday, down 0.19 percent week on week.
The index, released by Chi ...
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- Karbindo Abesyapradhi - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Africa Commodities Group - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Marubeni Corporation - India
- Siam City Cement - Thailand
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Aditya Birla Group - India
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Wood Mackenzie - Singapore
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Jaiprakash Power Ventures ltd
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Vedanta Resources Plc - India
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
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