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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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Wednesday, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rat ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
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- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Parliament of New Zealand
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Electricity Authority, New Zealand
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Marubeni Corporation - India
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Bharathi Cement Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- PNOC Exploration Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Malabar Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
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