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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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Wednesday, 19 August 20
COAL INDIA TRADE UNIONS DEFER DAY-LONG STRIKE: PTI
The unions had decided to go on strike against the commercial mining and the proposed divestment or buyback of shares of Coal India Ltd (CIL).
...
Wednesday, 19 August 20
MISC MARKS ITS MAIDEN FORAY INTO MAJOR DEEP-WATER PROJECT IN LATIN AMERICA WITH MERO 3 FPSO
MISC Berhad (MISC) is pleased to announce its acceptance of Letter of Intent (LOI) from Petróleo Brasileiro S.A. (Petrobras) for the provisi ...
Wednesday, 19 August 20
MARKET INSIGHT - GEORGE LAIOS | INTERMODAL
Since the Covid-19 outbreak, governments and central banks around the globe have been using their ammunition and stimulus packages to keep their ec ...
Wednesday, 19 August 20
INDIA SAW A SHARP DECLINE IN ENERGY COAL IMPORTS IN JANUARY - JUNE 2020; –27 PER CENT YOY - BHP
Energy coal prices were weak in the second half of financial year 2020, BHP says in its Economic and Commodity Outlook FY20.
Accordi ...
Wednesday, 19 August 20
COAL PRICES TO REMAIN SUBDUED THIS FISCAL AMID WEAK DEMAND, HIGH INVENTORY - THE HINDU BUSINESS LINE
Coal offtake is improving gradually as lockdown eases
Coal prices are expected to remain subdued to weak demand and high inventory l ...
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- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GMR Energy Limited - India
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Sree Jayajothi Cements Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- PowerSource Philippines DevCo
- The University of Queensland
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Sical Logistics Limited - India
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- CNBM International Corporation - China
- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Mercator Lines Limited - India
- Lanco Infratech Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- IEA Clean Coal Centre - UK
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Carbofer General Trading SA - India
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