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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, 12 August 20
THE COAL MARKET IN ITALY - ASSOCARBONI
Italy, which in 2019 reported a decrease in thermal coal imports, with a volume of 7,5 million tons (-32% compared to 11 million tons in 2018), whi ...
Wednesday, 12 August 20
U.S. COAL PRODUCTION IN 2020 WILL DECREASE BY 29% FROM 2019 LEVELS TO 502 MMST - EIA
U.S. coal consumption, which dropped to its lowest point since April, totaled 95 MMst in the second quarter of 2020.
EIA expec ...
Tuesday, 11 August 20
BHP COAL ASSETS WORTH A BILLION LESS THAN JUST TWO YEARS AGO - IEEFA
Another global investor, the UK’s biggest public pension fund NEST, has withdrawn funds from BHP this week because the company is profiting & ...
Monday, 10 August 20
COAL IMPORT DROPS 43% IN JULY OWING TO HIGH STOCKPILE AT PITHEADS, PLANTS - PTI
“The market participants seem to have adopted a wait and watch approach and are currently looking for a direction. We do not expect to see an ...
Saturday, 08 August 20
GLOBAL COAL POWER PUZZLE - BALTIC EXCHANGE
Global Energy Monitor’s latest Global Coal Plant Tracker has put another nail in the coffin for the coal-carrying fleet with its finding that ...
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- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Miang Besar Coal Terminal - Indonesia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Bukit Baiduri Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Lanco Infratech Ltd - India
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- VISA Power Limited - India
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Australian Coal Association
- Renaissance Capital - South Africa
- Grasim Industreis Ltd - India
- Vizag Seaport Private Limited - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Minerals Council of Australia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
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