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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, 02 June 20
THE HISTORIC DECLINE OF US COAL - WOOD MACKENZIE
The first commercial power plant in the US was Thomas Edison’s coal-fired Pearl Street station in lower Manhattan, which started operating in ...
Tuesday, 02 June 20
COAL INDIA'S MAY SALES DRIVEN SHARPLY LOWER BY SLUMP IN POWER DEMAND - REUTER
Coal India’s sales fell 23.3% in May as utilities refrained from purchases amid record stockpiles and tepid demand because of a nationwide lo ...
Tuesday, 02 June 20
TUAH TURANGGA AGUNG RECORDED 4.54 MILLION TONS OF COAL SALES IN THE FIRST FOUR MONTHS OF 2020
PT United Tractors Tbk through its subsidiary, PT Tuah Turangga Agung recorded 4.54 million tons of coal sales in the first four months of 2020, up ...
Tuesday, 02 June 20
SOURING SINO-AUSTRALIA TRADE RELATIONS - BALTIC EXCHANGE
Cooling relations between the commodity powerhouses of China and Australia may point to trade troubles ahead when the world emerges from the Covid- ...
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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- Metalloyd Limited - United Kingdom
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Planning Commission, India
- Grasim Industreis Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Georgia Ports Authority, United States
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Australian Coal Association
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- The University of Queensland
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Wood Mackenzie - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Eastern Coal Council - USA
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Bayan Resources Tbk. - Indonesia
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Straits Asia Resources Limited - Singapore
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- London Commodity Brokers - England
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Parliament of New Zealand
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Parry Sugars Refinery, India
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Maheswari Brothers Coal Limited - India
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
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