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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, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Generating Authority of Thailand
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
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