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Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
 The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the phenomenon will last compared also to the SARS outbreak in 2002. By now it is evident that the spread of the virus has been much more rapid, with more than 40,000 incidents and 1,000 deaths officially reported across 25 countries to date, while these figures are expected to keep going up.
The current situation has affected various businesses and industries around the globe and especially the shipping industry. The outbreak has knocked what was a positive sentiment during the start of the year across all sectors and disturbed the markets worldwide. The markets that are deeply dependent to China’s trade have been heavily affected, while the outbreak came to a period concurrent with the Chinese New Year holidays. The extended period of China’s shutdown has shrunk trade volumes worldwide and freight rates across all sectors have plummeted. It is safe to say that the economic distress will affect the China’s economic growth for the first quarter of 2020 and the annual GDP growth as well.
The central location of Wuhan, where the virus originated, which is strategically located on the Yangtze River, is one of the globe’s busiest waterways. More than two billion tonnes of cargo are transported through ports on the mainstream of the river every year. Likewise, more than 80% of China’s inland marine traffic moves on the Yangtze River, while Wuhan itself handles close to 1.5 mill containers a year. Seven out of the ten container ports are located in China and seems that the container industry will be the first to feel the turmoil from the virus effect.
Through Wuhan thousands of tons of coal, steel and crude oil are supplied. Therefore, any major situation that grounds for prolonged disruption on the supply chain from these regions results to great effects for both China and every shareholder that is in business with China and imports goods from there. Moreover, the factories shutdown has resulted in a slowdown of manufacturing and industrial production. As discussed the intra-Asian container shipping market is the first to feel the effect from the Coronavirus and it is expected that the long-haul trades to North America and Europe will be affected. The extended holidays and emergency measures to tackle the virus are estimated to reduce cargo volumes at Chinese ports including Hong Kong by over 6 million TEUs (20 foot equivalent units) in the first quarter of 2020 and forecast global container throughput growth would fall by at least 0.7% in 2020.
Looking forward, the industry widely believes this dynamic will be short – lived. As it was the case with SARS in the past, the supply chains should hopefully resume, resulting in a demand surge, increased trade volumes and even higher than before the virus outbreak freight rates.
By Stelios Kollintzas
Tanker Chartering 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.
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Wednesday, 30 July 14
CAPES SEEMED TO BE STRANDED AT THE SAME LEVELS; PANAMAXES MANAGED TO SLIGHTLY REVIVE - INTERMODAL
COALspot.com: The Dry Bulk market took a breath this past week, as both Panamaxes and Supras started to see a small influx of activity, which was j ...
Tuesday, 29 July 14
TOTAL SELLS ITS SOUTH AFRICAN COAL MINING ASSETS TO EXXARO
Total has signed an agreement with Exxaro Resources Ltd for the sale of its 100% stake in Total Coal South Africa (TCSA), its coal-producing affili ...
Tuesday, 29 July 14
GENCO: DRY BULK SHIPPING VALUATIONS NO LONGER ANCHORED TO DISCOUNTED CASH FLOW METHOD - WEIL
KNOWLEDGE TO ELEVATE
Discounted cash flow analysis is a mainstay among the valuation methodologies used by restructuring professionals and bank ...
Tuesday, 29 July 14
SHIP OWNERS' DEMAND OF NEW VESSELS DENTED AS A RESULT OF LOWER FREIGHT RATES - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
The sharp downward direction of dry bulk freight rates has had a negative impact on investors’ secondhand buying appetite that wait to see th ...
Monday, 28 July 14
Q3' 14, SUB-BIT FOB INDONESIA COAL SWAP GAINED $ 0.08 DAY ON DAY AND $ 0.68 WEEK ON WEEK
COALspot.com: Indonesian coal swaps for average Q3’ 2014 increased by just US$ 0.08 day on day and US$ 0.68 week on week. The swap was lost U ...
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- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Tamil Nadu electricity Board
- Ministry of Transport, Egypt
- PTC India Limited - India
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Gujarat Sidhee Cement - India
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Australian Coal Association
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Energy Development Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Grasim Industreis Ltd - India
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
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