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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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- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Videocon Industries ltd - India
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- New Zealand Coal & Carbon
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Bangladesh Power Developement Board
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Minerals Council of Australia
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Aditya Birla Group - India
- GMR Energy Limited - India
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- PetroVietnam Power Coal Import and Supply Company
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