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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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Tuesday, 25 August 20
INDIA'S IMPORTS FALL AS LOCKDOWNS IMPACT THE POWER AND INDUSTRIAL SECTORS - REPORT
India is the world’s second largest thermal coal consumer and importer, importing an estimated 211 million tonnes of thermal coal in 2019.&nb ...
Monday, 24 August 20
A COMBINATION OF DEVELOPMENTS DROVE THE FALLOFF COAL PRICES - CHIEF ECONOMIST’ OFFICE, AUSTRALIA
China, rising domestic production combined with subdued power demand;
India, a lockdown coupled with government directives that fav ...
Monday, 24 August 20
AUSTRALIA'S THERMAL COAL EXPORTS ARE FORECAST TO DROP FROM AN ESTIMATED $20 BILLION IN 2019-20 TO $16 BILLION IN 2020-21: REPORT
Thermal coal spot prices have fallen sharply as the impact of COVID-19 drives a contraction in seaborne trade for only the second time this century ...
Saturday, 22 August 20
REPORT SEES INDIA’S RELIANCE ON THERMAL POWER DROPPING TO 50% IN 2021, 43% IN 2026 - ET ENERGY | IEEFA
India’s dependence on thermal power will reduce to 50 per cent by 2021-22 and 43 per cent by 2026-27 on the back of renewable energy (RE) cap ...
Friday, 21 August 20
323 MILLION ELECTRIC VEHICLES WILL BE ON THE ROADS BY 2040 - WOOD MACKENZIE
Electric vehicle (EV) sales are expected to reach 45 million units per year by 2040, with a total global EV stock of 323 million, according to new ...
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- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kobexindo Tractors - Indoneisa
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Economic Council, Georgia
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Deloitte Consulting - India
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
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