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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, 02 June 20
THE HISTORIC DECLINE OF US COAL - WOOD MACKENZIE
The first commercial power plant in the US was Thomas Edison’s coal-fired Pearl Street station in lower Manhattan, which started operating in ...
Tuesday, 02 June 20
COAL INDIA'S MAY SALES DRIVEN SHARPLY LOWER BY SLUMP IN POWER DEMAND - REUTER
Coal India’s sales fell 23.3% in May as utilities refrained from purchases amid record stockpiles and tepid demand because of a nationwide lo ...
Tuesday, 02 June 20
TUAH TURANGGA AGUNG RECORDED 4.54 MILLION TONS OF COAL SALES IN THE FIRST FOUR MONTHS OF 2020
PT United Tractors Tbk through its subsidiary, PT Tuah Turangga Agung recorded 4.54 million tons of coal sales in the first four months of 2020, up ...
Tuesday, 02 June 20
SOURING SINO-AUSTRALIA TRADE RELATIONS - BALTIC EXCHANGE
Cooling relations between the commodity powerhouses of China and Australia may point to trade troubles ahead when the world emerges from the Covid- ...
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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- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- GMR Energy Limited - India
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Salva Resources Pvt Ltd - India
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Grasim Industreis Ltd - India
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Larsen & Toubro Limited - India
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Ministry of Finance - Indonesia
- Mintek Dendrill Indonesia
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Agrawal Coal Company - India
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- Makarim & Taira - Indonesia
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
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