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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, 05 August 20
SLUMP IN OIL REVENUE CHALLENGES MIDDLE EAST OIL EXPORTERS - INTERMODAL
The Covid-19 pandemic has had far-reaching consequences on the global capital markets. Despite the US government’s efforts for a quick and de ...
Tuesday, 04 August 20
KOEN INVITED BIDS FOR TOTAL 900K MT OF MIN 5600 NCV COAL FOR 3 YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 260,000 to 300,000 Tons (MT) min. ...
Tuesday, 04 August 20
THE WORLD’S FLEET OF COAL-FIRED POWER STATIONS HAS GOT SMALLER FOR THE FIRST TIME ON RECORD, WITH MORE CAPACITY RETIRED IN THE FIRST HALF OF 2020 THAN THE AMOUNT OPENED - IEA
This is according to the latest Global Coal Plant Tracker (GCPT) results by Global Energy Monitor (GEM), which we completed last month and report f ...
Monday, 03 August 20
U.S. COAL CONSUMPTION, WHICH HAS DECLINED SINCE ITS 2007 PEAK, FELL TO ITS LOWEST POINT IN APRIL 2020 - EIA
According to the U.S. Energy Information Administration’s (EIA) most recent Monthly Energy Review, the United States consumed 6.5 quadrillion ...
Monday, 03 August 20
LOW OIL PRICE AND CORONA VIRUS HIT SUB-SAHARAN AFRICA OIL PRODUCERS - FITCH RATINGS
The collapse in oil prices and the coronavirus shock is worsening the fiscal and external balances of sub-Saharan African oil producers, Fitch Rati ...
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- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Cigading International Bulk Terminal - Indonesia
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- MS Steel International - UAE
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Mintek Dendrill Indonesia
- Australian Coal Association
- Ministry of Finance - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Minerals Council of Australia
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Agrawal Coal Company - India
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- Latin American Coal - Colombia
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Riau Bara Harum - Indonesia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- PTC India Limited - India
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
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