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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, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Vizag Seaport Private Limited - India
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Medco Energi Mining Internasional
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Riau Bara Harum - Indonesia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- The Treasury - Australian Government
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- Carbofer General Trading SA - India
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Bhushan Steel Limited - India
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- The University of Queensland
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
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