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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, 18 August 20
BLACKBALLED: WILL COAL BOUNCE BACK FROM SLUMP OR IS IT TERMINAL? - SYDNEY MORNING HERALD
Even by the standards of this miserable year, 2020 has been a shocker for the global coal industry.
As the lockdown kicked in demand ...
Friday, 14 August 20
EIA: COAL PLANTS UNECONOMICAL IN MOST REGIONS - IEEFA
U.S. coal power generation plunged by 30 percent in the first half of 2020 off an already-depressed base, shoved out by natural gas and renewables ...
Thursday, 13 August 20
INDIA SHOULD RECORD A SLIGHT DECREASE IN THERMAL COAL IMPORTS, REACHING A VOLUME OF 167 MILLION TONS BY THE END OF 2020 - ASSOCARBONI
Regarding 2020 thermal coal imports forecasts, Vietnam’s coal imports showed a very strong growth in the first half of 2020 and it is believe ...
Thursday, 13 August 20
INDONESIA REMAINS THE LARGEST EXPORTER OF COAL IN THE WORLD - ASSOCARBONI
According to the last Assocarboni data for 2019, Indonesia remains the largest exporter in the world. Thermal coal exports have in fact reached 456 ...
Wednesday, 12 August 20
VIETNAM WAS THE PROTAGONIST OF A SIGNIFICANT INCREASE IN COAL IMPORTS IN 2019 - ASSOCARBONI
The latest Assocarboni data for 2019 also provide a detailed picture on the trend of the global coal import.
According to Assocarbon ...
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- Renaissance Capital - South Africa
- Eastern Energy - Thailand
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Deloitte Consulting - India
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Savvy Resources Ltd - HongKong
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Kumho Petrochemical, South Korea
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- SMC Global Power, Philippines
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Economic Council, Georgia
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Parliament of New Zealand
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
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