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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, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- ICICI Bank Limited - India
- ASAPP Information Group - India
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Meenaskhi Energy Private Limited - India
- Australian Coal Association
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- SN Aboitiz Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
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