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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, 18 September 20
INDIA'S COAL-FIRED POWER OUTPUT PICKS UP AS INDUSTRIAL USE RISES - REUTERS
India’s coal-fired electricity generation rose 9.4% in the first half of September, provisional government data showed, as demand from indust ...
Friday, 18 September 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 17 September 20
LAST HOPES FOR DEMAND GROWTH SET TO DISAPPOINT THERMAL COAL EXPORTERS - IEEFA
Asian thermal coal exporters are fighting an uphill battle even in new markets
The world’s largest thermal coal exporter is eyeing new m ...
Wednesday, 16 September 20
MARKET INSIGHT - INTERMODAL
Another active week in terms of SnP has concluded in the dry bulk market with a diversified array of transactions recorded. Despite the correction ...
Friday, 11 September 20
IMO 2020: A REVIEW OF THE TRANSITION TO VLSFOS - GARD
KNOWLEDGE TO ELEVATE
Many predictions were made in the run up to the imposition of the MARPOL 2020 sulphur cap, none of which was that the tra ...
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- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Marubeni Corporation - India
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Commonwealth Bank - Australia
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Minerals Council of Australia
- Planning Commission, India
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- IHS Mccloskey Coal Group - USA
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- The University of Queensland
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Australian Coal Association
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Deloitte Consulting - India
- India Bulls Power Limited - India
- Jaiprakash Power Ventures ltd
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Medco Energi Mining Internasional
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
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