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