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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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Saturday, 25 April 20
KOREA SOUTH-EAST POWER CO. INVITED BIDS FOR 780K - 900K MT OF 5600 NCV COAL FOR JULY TO OCTOBER 2020 LOADING
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 780,000~900,000 Metric Tons (MT) s ...
Saturday, 25 April 20
SEAFARER MENTAL WELLBEING DURING THE COVID-19 PANDEMIC - STANDARD CLUB
KNOWLEDGE TO ELEVATE
COVID-19 has forced many parts of the world to enforce a lockdown in a bid to flatten the curve in terms of transmissions ...
Friday, 24 April 20
KOMIPO INVITED BIDS FOR 5700 NAR COAL FOR JUNE & JULY LOADING
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) Has Issued An International Tender For 260,000 Metric Tons (MT) Steam Coal ...
Friday, 24 April 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 24 April 20
COAL INDIA TO PRODUCE 710 MT COAL - MINISTER OF COAL AND MINES
Coal India Limited (CIL) will produce 710 million tonnes (MT) of coal and company’s coal off take target will also remain at710 MT for this f ...
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- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Bhushan Steel Limited - India
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Marubeni Corporation - India
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Mercuria Energy - Indonesia
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Deloitte Consulting - India
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Mjunction Services Limited - India
- Economic Council, Georgia
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Baramulti Group, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Australian Coal Association
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Minerals Council of Australia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
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