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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, 27 August 20
BANGLADESH POWER MINISTRY SEEKING AUTHORITY TO CANCEL 13,000 MW OF PROPOSED COAL-FIRED CAPACITY - BUSINESS STANDARD
In a bid to move away from dirty energy, the Ministry of Power, Energy and Mineral Resources is seeking the prime minister’s approval to conv ...
Wednesday, 26 August 20
ASIAN COAL PRICES LIKELY TO REMAIN DEPRESSED SAY TRADERS, ANALYSTS - REUTERS
Asian coal prices, which have fallen around 25% this year as power demand slumped due to the coronavirus outbreak, are unlikely to move higher befo ...
Wednesday, 26 August 20
WORLD COAL EXPORTS: INDONESIAN THERMAL COAL EXPORTS HAVE COME UNDER PRESSURE AS THERMAL COAL PRICES WEAKEN - REPORT
Indonesia’s exports to decline sharply from record highs
Indonesia is the world’s largest thermal coal exporter, sellin ...
Wednesday, 26 August 20
JAPAN'S COAL IMPORTS ARE BEING AFFECTED BY COMPETING INFLUENCES - REPORT
Japan is the world’s third largest thermal coal importer, importing an estimated 135 million tonnes of thermal coal in 2019. The country&rsqu ...
Wednesday, 26 August 20
PENDING SOUTH KOREA LEGISLATION COULD FORCE HALT TO COUNTRY’S COAL PLANT EXPORT DEALS - KOREA ECONOMIC DAILY
South Korea’s parliament looks set to pass new legislation to ban financing on foreign coal power projects, putting all overseas coal-fired p ...
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- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Planning Commission, India
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
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