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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, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
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- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Xindia Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Oldendorff Carriers - Singapore
- Indo Tambangraya Megah - Indonesia
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- CNBM International Corporation - China
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- VISA Power Limited - India
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Marubeni Corporation - India
- Binh Thuan Hamico - Vietnam
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- McConnell Dowell - Australia
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- PTC India Limited - India
- Latin American Coal - Colombia
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- Economic Council, Georgia
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
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