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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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Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
Thursday, 14 May 20
OPEC REVISES DOWN GLOBAL OIL DEMAND FORECAST AGAIN
Crude Oil Price Movements
Crude oil prices recorded a second sharp monthly drop in April, amid an increasing oil surplus in the spot market. Th ...
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- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Krishnapatnam Port Company Ltd. - India
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Australian Coal Association
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Mjunction Services Limited - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- CNBM International Corporation - China
- Eastern Energy - Thailand
- MS Steel International - UAE
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- Coalindo Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Global Coal Blending Company Limited - Australia
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Goldman Sachs - Singapore
- The University of Queensland
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Agrawal Coal Company - India
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