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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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Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
Monday, 29 June 20
ULTRAMAX: A 58,000 FIXING DELIVERY SINGAPORE TRIP, VIA EAST COAST INDIA, REDELIVERY CHINA IN THE LOW $12,000S - BALTIC BRIEFING
Capesize
As the halfway mark of 2020 arrives, the capesize market is making new highs for the year. From persistent lows earlier caused by a ba ...
Saturday, 27 June 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 26 June 20
WHAT TODAY'S BAILOUTS CAN DO FOR TOMORROW'S ECONOMIES - WORLD ECONOMIC FORUM
The COVID-19 crisis provides an opportunity for governments to build fairer, more sustainable and more resilient economies.
Governments a ...
Thursday, 25 June 20
ALL YOU WANT TO KNOW ABOUT COAL MINE AUCTIONS - THE HINDU BUSINESS LINE
Last week, Prime Minister Narendra Modi threw open the auction of 41 coal blocks for commercial mining. The decision, which was part of the announc ...
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- Rio Tinto Coal - Australia
- Siam City Cement PLC, Thailand
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Central Electricity Authority - India
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Tata Chemicals Ltd - India
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Cement Manufacturers Association - India
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Africa Commodities Group - South Africa
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Samtan Co., Ltd - South Korea
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Coal and Oil Company - UAE
- Electricity Generating Authority of Thailand
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
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