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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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Sunday, 07 June 20
A SCRUBBER FITTED 61,000 ULTRAMAX WAS FIXED DELIVERY PHILIPPINES TRIP VIA SOUTH AFRICA REDELIVERY VIETNAM AT $9,500 - BALTIC BRIEFING
Capesize
The small flicker of hope at the beginning of this week has kindled a small fire under the Capesize market. At a paltry $3369 from the ...
Saturday, 06 June 20
KOREA SOUTH-EAST POWER CO INVITED COAL BIDS FOR MIN 5600 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 270,000 Tons (MT) min. 5600 NCV co ...
Friday, 05 June 20
COAL INDIA ESTIMATES PRODUCTION GROWTH BY OVERBURDEN REMOVAL - FINANCIAL EXPRESS
PSU miner Coal India (CIL) has now limited mining only to Overburden Removal (OBR) with falling demand of coal. The mining behemoth is now keeping ...
Friday, 05 June 20
U.S. SANCTIONS COMPLIANCE GUIDANCE RELEASED FOR THE GLOBAL MARITIME, ENERGY AND METALS SECTORS - AKIN GUMP
Key Points
On May 14, 2020, OFAC, the Department of State and the U.S. Coast Guard jointly released guidance for persons involved in the ma ...
Friday, 05 June 20
IN THE FIRST 5 MONTHS OF 2020 AUSTRALIA SHIPPED 6.8 MLN TONNES TO VIETNAM - BANCHERO COSTA
In the first 5 months of 2020, global seaborne coal trade declined by as much as -8% year-on-year, according to vessel tracking data from Ref ...
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- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Independent Power Producers Association of India
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- PTC India Limited - India
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Wood Mackenzie - Singapore
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- The University of Queensland
- CNBM International Corporation - China
- Miang Besar Coal Terminal - Indonesia
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Heidelberg Cement - Germany
- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- PowerSource Philippines DevCo
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Petron Corporation, Philippines
- Minerals Council of Australia
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
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