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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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Sunday, 30 August 20
PANAMAX - THIS WEEK THE DEMAND HAS PICKED UP, BUT THE TONNAGE LIST IS INCREASING DAY BY DAY - FEARNLEYS
Cape Size
More or less flat from previous week, with cape rates moving from US$ 19,500 to 18,900 on average. West Australia however being more ...
Saturday, 29 August 20
COAL INDIA'S FUEL SUPPLY TO POWER SECTOR DROPS ABOUT 20% IN APR-JUL: PTI
State-owned Coal India”s fuel supply to the power sector registered a decline of 19.5 per cent to 126.30 million tonnes (MT) in the April-Jul ...
Saturday, 29 August 20
SOUTH KOREAN BROKERAGE FIRM KOREA INVESTMENT & SECURITIES TO STOP ALL COAL BUSINESS - KOREA HERALD
South Korean brokerage firm Korea Investment & Securities has decided to stop its investments in coal, in line with the Moon Jae-in administrat ...
Thursday, 27 August 20
KOREAN GENCOS INVITED BIDS FOR TOTAL 985,000 TONS OF BITUMINOUS COAL FOR NOVEMBER 2020 LOADING
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 985,000 ...
Thursday, 27 August 20
SOUTHEAST ASIAN NATIONS SET REGION-WIDE RENEWABLE ENERGY GOAL OF 23 PERCENT BY 2025 - ASEAN POST
The Association of Southeast Asian Nations (ASEAN) has set an ambitious target of securing 23 percent of its primary energy from renewable so ...
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- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Baramulti Group, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Central Electricity Authority - India
- Petron Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- PTC India Limited - India
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Mjunction Services Limited - India
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Agrawal Coal Company - India
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