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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, 12 May 20
CAN INDONESIA'S COAL INDUSTRY SURVIVE COVID-19? : IEEFA
Pandemic Lockdown and Slumping Prices Put Extreme Pressure on Coal Miners
Executive Summary
While attention has been focused on th ...
Tuesday, 12 May 20
INDIA'S COAL PRODUCTION TO CLOCK RECORD 700 MILLION TONNES IN FY21: COAL SECRETARY - PTI
Coal Secretary Anil Jain said FY20 coal production was lower than the target of 660 million tonnes because of flooding of a key coal mine.
&nbs ...
Monday, 11 May 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Monday, 11 May 20
CORONAVIRUS PUTS MORE THAN A THIRD OF SEABORNE COAL SUPPLY AT RISK - WOOD MACKENZIE
The full impact of the coronavirus outbreak on the global economy is yet unclear. However, the demand destruction is already becoming evident, with ...
Saturday, 09 May 20
ANGLO AMERICAN CONSIDERS SPINNING OFF SOUTH AFRICAN COAL OPERATIONS - REUTERS
Diversified miner Anglo American said on Thursday it prefers unbundling and listing its thermal coal operations in South Africa on the Johannesburg ...
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- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Bukit Baiduri Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- VISA Power Limited - India
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Planning Commission, India
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- San Jose City I Power Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Australian Coal Association
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Energy Development Corp, Philippines
- The University of Queensland
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Riau Bara Harum - Indonesia
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