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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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Thursday, 10 September 20
U.S. COAL PRODUCTION IN 2020 TO BE 511 MMST, 28 PER CENT LOWER THAN IN 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 511 million short tons (MMst), 194 MMst (28%) lower than in 2019. Mitigation efforts related t ...
Thursday, 10 September 20
DRY BULK SHIPPING: CHINA'S DEMAND KEEPING THE DRY BULK MARKET GOING - PETER SAND | BIMCO
Overview
An impressive recovery in Chinese dry bulk imports has protected the industry from the effects of falling demand in the rest of the wo ...
Thursday, 10 September 20
TANKER SHIPPING: FREIGHT RATES BACK AT LOSS-MAKING LEVELS AFTER 12 VERY PROFITABLE MONTHS - BIMCO
Overview
A stunningly strong 12 months for the tanker shipping industry is now being replaced by lower freight rates, as lower oil product ...
Thursday, 10 September 20
INDIA'S COAL IMPORTS STUMBLE IN AUGUST, RAISING RISK OF SLOW RECOVERY - REFINITIV | BANCHERO COSTA
After posting a mild recovery in July, India's coal imports have stumbled in August as the South Asian nation battles to restart it ...
Thursday, 10 September 20
THE FIRST 8 MONTHS OF 2020, INDONESIA EXPORTED 217.4 MLN TONNES OF COAL BASED ON REFINITIV - BANCHERO COSTA
The coal market has been hit by a weaker global economy as a result of COVID-19 pandemic and falling industrial electricity demand ...
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- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Marubeni Corporation - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
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