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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.
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Wednesday, 16 December 20
CHINA TO BOOST DOMESTIC SUPPLY - FITCH
China’s benchmark Qinhuangdao 5,500kcal/kg coal price rose above the government’s upper yellow interval of CNY600/tonne in early Octobe ...
Wednesday, 16 December 20
INDONESIAN COAL RECOVERING - FITCH
Commenting on Indonesian coal, Fitch Ratings, the Indonesian 4,200 kcal index has begun to recover, improving to over USD 29 in November compared t ...
Tuesday, 15 December 20
NEWCASTLE PRICES RECOVER - FITCH
Prices for the benchmark Newcastle 6,000 kcal/kg grade coal have rebounded to over USD 70/tonne since late November as major Asian economies ease l ...
Tuesday, 15 December 20
APAC COAL PRICES REBOUND ON IMPROVED DEMAND AND SUPPLY CUTS - FITCH RATINGS
Prices for the benchmark Newcastle 6,000kcal/kg grade coal have rebounded to over USD70/tonne since late November as major Asian economies ease loc ...
Tuesday, 15 December 20
CHINA EXTENDS FULL OPEN GESTURE TO IMPORTED COAL EXCEPT FOR AUSTRALIA - GLOBAL TIMES
Domestic, overseas suppliers will take up share with easier clearance
China's top economic planner on Saturday gave approval to ...
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- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Petron Corporation, Philippines
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Cement Manufacturers Association - India
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- Alfred C Toepfer International GmbH - Germany
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Power Finance Corporation Ltd., India
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
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