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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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Friday, 07 August 20
PEABODY'S $1.42 BILLION WRITE-DOWN CONCEDES COAL MINES HAVE LITTLE VALUE AND DIM FUTURE - IEEFA
Trouble at biggest mine in Powder River Basin speaks volumes about state of industry
Peabody Energy, the world’s largest priva ...
Thursday, 06 August 20
SUPRAMAX MARKET CONTINUED SIDEWAYS TREND, AND LITTLE INSPIRING NEWS APPEAR - FEARNLEYS
Capesize
There is presently a small correction in rates, but overall levels are up from previous week mainly due to increased demand in the Eas ...
Thursday, 06 August 20
KOREA SOUTH-EAST POWER INVITING BIDS FOR MIN 3,600-MAX 3,800 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) inviting bids for 80,000 Tons (MT) Min 3,600~Max 3,800 kcal/kg NCV coal f ...
Wednesday, 05 August 20
NO NEW MINING LICENSES - A REMINDER TO GOVERNORS IN INDONESIA - SSEK
Indonesia’s acting Director General of Mining and Coal (“DGMC”) has issued a letter to the country’s provincial Governors t ...
Wednesday, 05 August 20
AUGUST 2020 HBA HITTING ITS LOWEST LEVELS IN HISTORY
COALspot.com: The Indonesia Coal Price Reference for the month of August plunged 30.73% YoY, hitting its lowest levels in history and highlighting ...
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- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Bharathi Cement Corporation - India
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Energy Link Ltd, New Zealand
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Petron Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Deloitte Consulting - India
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- White Energy Company Limited
- Vedanta Resources Plc - India
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Romanian Commodities Exchange
- Planning Commission, India
- GVK Power & Infra Limited - India
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
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