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