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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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Wednesday, 25 November 20
DRY BULK SHIPPING: CHINA REMAINS THE DRIVING FACTOR, BUT COAL POLICY IS DISRUPTING THE MARKET - PETER SAND, BIMCO
The second half of the year has provided some cheer for the dry bulk market, with all ships in the spot market averaging earnings above the break-e ...
Wednesday, 25 November 20
CHINA KICKS AN OWN GOAL WITH AUSTRALIAN COAL - FORBES
China’s annoyance at Australia’s hardline stance on political interference and demands for an independent inquiry into the root cause o ...
Wednesday, 25 November 20
MINISTER - INDONESIA JAN-OCT COAL OUTPUT AT 459 MILLION TONNES - REUTERS
Indonesia coal output in the January to October period was 459 million tonnes, the country’s energy minister told parliament on Monday.
& ...
Wednesday, 25 November 20
INDIA: MORE STEPS NEEDED TO MAKE COMMERCIAL COAL MINING ATTRACTIVE TO GLOBAL PLAYERS - LIVEMINT
India concluded its first commercial coal mine auctions earlier this month. A total of 19 coal mines spread across Madhya Pradesh, Jharkhand, Odish ...
Wednesday, 25 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.38 PCT - XINHUA
China Taiyuan coal transaction price index stood at 129.21 points Monday, up 0.38 percent week on week.
The index, released by China ...
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- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- India Bulls Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Karaikal Port Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Videocon Industries ltd - India
- London Commodity Brokers - England
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Independent Power Producers Association of India
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