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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, 24 July 20
IPA: THERMAL COAL IMPORTS AT MAJOR PORTS DECLINE 35 PC TO 17.71 MT IN APR TO JUNE - ECONOMIC TIMES
These ports had handled 27.13 MT of thermal coal and 14.95 MT of coking coal in the April-June period of the previous financial year
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Thursday, 23 July 20
KOREAN GENCOS INVITED BIDS FOR TOTAL 1.36 MILLION TONS OF BITUMINOUS COAL FOR OCTOBER 2020 LOADING
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 1,360,00 ...
Wednesday, 22 July 20
CIL'S COAL SUPPLY TO POWER SECTOR DROPS OVER 21% TO 93.5 MT IN APR-JUN QUARTER - PTI
The supply of coal by state-owned Coal India Ltd to the power sector fell 21.7 percent to 93.5 million tonnes (MT) in the first quarter of the ongo ...
Monday, 20 July 20
KOREA MIDLAND POWER INVITED BIDS FOR TOTAL 2.520 MILLION MT OF BITUMINOUS COAL FOR THREE YEARS
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO), has issued an international tender for total 840,000 of Bituminous Coal to be used at Bo ...
Monday, 20 July 20
CHINA'S JUNE COAL OUTPUT FALLS 1.2% YEAR-ON-YEAR OVER ILLEGAL MINING CHECKS - REUTERS
China’s coal output dropped 1.2% in June on the year to 330 million tonnes, official data showed, as major coal mining areas cracked down on ...
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- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Metalloyd Limited - United Kingdom
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Sojitz Corporation - Japan
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Electricity Generating Authority of Thailand
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
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