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