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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, 14 October 20
CHINA COKING COAL FUTURES RALLY ON REPORTED BAN ON AUSTRALIA CARGOES - REUTERS
Dalian coking coal futures rallied for a sixth straight session on Tuesday after reports surfaced that China had stopped buying coal from Australia ...
Wednesday, 14 October 20
MARKET INSIGHT - INTERMODAL
The tanker market has experienced severe freight rate and asset value declines over the past 5 months. A potential market upturn may arise in the c ...
Friday, 09 October 20
INDIA'S COAL IMPORTS IMPROVE SOMEWHAT, BUT RECOVERY IS UNEVEN - REUTERS
India’s coal imports, depressed by the impact of coronavirus this year, regained ground in September, but in an uneven uptick – shipmen ...
Thursday, 08 October 20
CHINA'S COAL IMPORTS FROM INDONESIA DECLINED 16.4% Y-O-Y, TO 80.2 MLN TONNES IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
China's coal imports boomed in 2019, surprising many who had expected the government would clamp down strictly on shipments.
...
Thursday, 08 October 20
GLIMMER OF LIGHT FOR COAL, BUT SHORT TERM - FNARENA
Is coal on the rebound? Demand appears stronger and supply reductions have underpinned a tightening market. Certainly, the Newcastle thermal coal p ...
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- Kalimantan Lumbung Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Sarangani Energy Corporation, Philippines
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Orica Australia Pty. Ltd.
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- VISA Power Limited - India
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Central Electricity Authority - India
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- GMR Energy Limited - India
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Posco Energy - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- ASAPP Information Group - India
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
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