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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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Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
Thursday, 14 May 20
OPEC REVISES DOWN GLOBAL OIL DEMAND FORECAST AGAIN
Crude Oil Price Movements
Crude oil prices recorded a second sharp monthly drop in April, amid an increasing oil surplus in the spot market. Th ...
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- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Sinarmas Energy and Mining - Indonesia
- SMC Global Power, Philippines
- White Energy Company Limited
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Mercator Lines Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Commonwealth Bank - Australia
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- Thai Mozambique Logistica
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Sree Jayajothi Cements Limited - India
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