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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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Thursday, 04 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
Tuesday, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
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- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Economic Council, Georgia
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Planning Commission, India
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Rio Tinto Coal - Australia
- Kepco SPC Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- PTC India Limited - India
- India Bulls Power Limited - India
- VISA Power Limited - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Marubeni Corporation - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
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