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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, 07 May 20
UKRAINE PRODUCES 2.5 MLN TONNES OF COAL IN APRIL - UKRINFORM
Ukraine produced 2.5 million tonnes of coal in April 2020, which is 39% less than planned, according to the Coal Miners Union of Ukraine.
...
Thursday, 07 May 20
INDIA: GOVT TO DO AWAY WITH MANDATORY WASHING OF COAL FOR THERMAL POWER UNITS - BUSINESS STANDARD
The Centre is planning to do away with the mandatory requirement of washing of coal before it is transported to thermal power stations. The Ministr ...
Thursday, 07 May 20
CIL'S SUPPLY TO POWER SECTOR FALLS IN MARCH AMID SLUMP IN COAL DEMAND - PTI
The supply of coal to the power sector by state-owned CIL registered a decline of eight per cent to 42.30 million tonne in March in the wake of slu ...
Thursday, 07 May 20
COAL PRICE REFERENCE FALL SHARPLY IN MAY 2020 DUE TO CORONAVIRUS OUTBREAK
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 06 May 20
KOSPO INVITED COAL BIDS FOR LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 160,000 Metric Tons (MT) Low Calorific Value Coal for J ...
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- Parry Sugars Refinery, India
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Electricity Generating Authority of Thailand
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Georgia Ports Authority, United States
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- MS Steel International - UAE
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- Kapuas Tunggal Persada - Indonesia
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