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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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Thursday, 04 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 ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
Tuesday, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
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- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Medco Energi Mining Internasional
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Riau Bara Harum - Indonesia
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- PTC India Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Deloitte Consulting - India
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Tamil Nadu electricity Board
- Planning Commission, India
- Anglo American - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Indian Energy Exchange, India
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Bhatia International Limited - India
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Mercator Lines Limited - India
- Aditya Birla Group - India
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- White Energy Company Limited
- Chamber of Mines of South Africa
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Parliament of New Zealand
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