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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, 31 July 20
BOTSWANA PLANS MORE COAL-FIRED POWER AS AFRICAN SOLAR ACCELERATES - IEEFA
An African economic leader like Botswana should embrace solar to reduce subsidies and tariff hikes
As Sub-Saharan solar ambition has ...
Wednesday, 29 July 20
2019 U.S. COAL PRODUCTION FALLS TO ITS LOWEST LEVEL SINCE 1978 - EIA
In 2019, U.S. coal production totaled 706 million short tons (MMst), a 7% decrease from the 756 MMst mined in 2018. Last year’s production wa ...
Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that appro ...
Tuesday, 28 July 20
DEUTSCHE BANK TO END GLOBAL BUSINESS ACTIVITIES IN COAL MINING BY 2025 - REUTERS
Deutsche Bank, in a revamp of its policies for fossil fuels, said on Monday that it would end business activities worldwide related to coal mining ...
Monday, 27 July 20
IEEFA ENERGY FINANCE CONFERENCE 2020: COAL, LNG, PETROCHEMICAL SECTORS FACE POOR OUTLOOK AND UPHILL BATTLE FOR INVESTORS
Fossil fuel industries were becoming less financially attractive even before the global coronavirus pandemic
Three major fossil fuel ...
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- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Wood Mackenzie - Singapore
- Semirara Mining Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Singapore Mercantile Exchange
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Vizag Seaport Private Limited - India
- Parliament of New Zealand
- Carbofer General Trading SA - India
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Indian Oil Corporation Limited
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Energy Development Corp, Philippines
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- The University of Queensland
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Interocean Group of Companies - India
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
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