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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, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Star Paper Mills Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Toyota Tsusho Corporation, Japan
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Economic Council, Georgia
- Indian Oil Corporation Limited
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Jindal Steel & Power Ltd - India
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- CIMB Investment Bank - Malaysia
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- McConnell Dowell - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
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