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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, 04 May 20
U.S. ESTIMATED COAL PRODUCTION FALL 39.4% YEAR ON YEAR IN THE WEEK ENDED APRIL 25 - EIA
Estimated U.S. coal production totaled about 8.6 million short tons (MMst) For the week ended April 25, 2020, says EIA in its latest report.
E ...
Saturday, 02 May 20
SUPRAMAX: ASIA, STRONGER NUMBERS - A 55.000-DWT WAS FIXED FROM INDONESIA TO CHINA IN THE MID $6,000S - BALTIC BRIEFING
Capesize
A tepid week for the big ships, as macro concerns continued to weigh heavily on the index. All of the major voyage routes lost value, ...
Friday, 01 May 20
KOSPO INVITED OFFER FOR 5600 NCV COAL FOR Q3 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 260,000 Metric Tons (MT) steam coal for Boryeong Power ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY ABOUT 8% IN 2020,THE LARGEST DROP SINCE WORLD WAR II - IEA
We expect global coal demand to fall by about 8% in 2020, the largest drop since World War II, with coal use declining in virtually every sector of ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY 8% IN Q1 2020 RELATIVE TO Q1 2019 - IEA
We expect global coal demand to fall by 8% in Q1 2020 relative to Q1 2019. This significant drop was driven by lower demand in the electricity sect ...
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- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bharathi Cement Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Parry Sugars Refinery, India
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Power Finance Corporation Ltd., India
- South Luzon Thermal Energy Corporation
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Minerals Council of Australia
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Coastal Gujarat Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Mintek Dendrill Indonesia
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Posco Energy - South Korea
- Parliament of New Zealand
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
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