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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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Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
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- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- VISA Power Limited - India
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Directorate General of MIneral and Coal - Indonesia
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Maheswari Brothers Coal Limited - India
- Kumho Petrochemical, South Korea
- The University of Queensland
- The State Trading Corporation of India Ltd
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Planning Commission, India
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- CNBM International Corporation - China
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Dr Ramakrishna Prasad Power Pvt Ltd - India
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