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