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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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Friday, 24 April 20
CHINA COAL PRODUCER YANZHOU COAL POSTS 9.6 PCT RISE IN 2019 NET PROFIT - XINHUA
China’s major coal producer Yanzhou Coal Mining Co., Ltd. said Thursday that its net profit saw a 9.6 percent rise in 2019.
Th ...
Tuesday, 21 April 20
INDONESIA ACCOUNTS FOR 19% OF JAPAN'S TOTAL COAL IMPORTS - BANCHERO COSTA
Coal trade in Asia is proving remarkably resilient this year, despite the global economic impact from COVID-19.
We have seen China&r ...
Tuesday, 21 April 20
COVID-19: CHARTERPARTY MATTERS FOR SHIPOWNERS - SKULD
KNOWLEDGE TO ELEVATE
Whilst the plight of cruise ships, stranded off shore with sick passengers and crew, may be dominating media headlines, t ...
Monday, 20 April 20
SUPRAMAX: A 52,000DWT SHIP FIXING AN INDONESIA COAL RUN TO CHINA AT $4400 - BALTIC BRIEFING
Capesize
This week was the strongest period seen for the Capesize market in several months. All routes globally succumbed to improved sentiment ...
Friday, 17 April 20
PANDEMIC TO BRING ASIA'S 2020 GROWTH TO HALT FOR 1ST TIME IN 60 YEARS - IMF: REUTERS
Asia’s economic growth this year will grind to a halt for the first time in 60 years, as the coronavirus crisis takes an “unprecedented ...
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- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Carbofer General Trading SA - India
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- The University of Queensland
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- White Energy Company Limited
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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