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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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Thursday, 07 May 20
UKRAINE PRODUCES 2.5 MLN TONNES OF COAL IN APRIL - UKRINFORM
Ukraine produced 2.5 million tonnes of coal in April 2020, which is 39% less than planned, according to the Coal Miners Union of Ukraine.
...
Thursday, 07 May 20
INDIA: GOVT TO DO AWAY WITH MANDATORY WASHING OF COAL FOR THERMAL POWER UNITS - BUSINESS STANDARD
The Centre is planning to do away with the mandatory requirement of washing of coal before it is transported to thermal power stations. The Ministr ...
Thursday, 07 May 20
CIL'S SUPPLY TO POWER SECTOR FALLS IN MARCH AMID SLUMP IN COAL DEMAND - PTI
The supply of coal to the power sector by state-owned CIL registered a decline of eight per cent to 42.30 million tonne in March in the wake of slu ...
Thursday, 07 May 20
COAL PRICE REFERENCE FALL SHARPLY IN MAY 2020 DUE TO CORONAVIRUS OUTBREAK
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 06 May 20
KOSPO INVITED COAL BIDS FOR LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 160,000 Metric Tons (MT) Low Calorific Value Coal for J ...
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- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Trasteel International SA, Italy
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- Anglo American - United Kingdom
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Tamil Nadu electricity Board
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Planning Commission, India
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Parry Sugars Refinery, India
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Orica Mining Services - Indonesia
- Australian Coal Association
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
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