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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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Saturday, 25 April 20
KOREA SOUTH-EAST POWER CO. INVITED BIDS FOR 780K - 900K MT OF 5600 NCV COAL FOR JULY TO OCTOBER 2020 LOADING
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 780,000~900,000 Metric Tons (MT) s ...
Saturday, 25 April 20
SEAFARER MENTAL WELLBEING DURING THE COVID-19 PANDEMIC - STANDARD CLUB
KNOWLEDGE TO ELEVATE
COVID-19 has forced many parts of the world to enforce a lockdown in a bid to flatten the curve in terms of transmissions ...
Friday, 24 April 20
KOMIPO INVITED BIDS FOR 5700 NAR COAL FOR JUNE & JULY LOADING
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) Has Issued An International Tender For 260,000 Metric Tons (MT) Steam Coal ...
Friday, 24 April 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 24 April 20
COAL INDIA TO PRODUCE 710 MT COAL - MINISTER OF COAL AND MINES
Coal India Limited (CIL) will produce 710 million tonnes (MT) of coal and company’s coal off take target will also remain at710 MT for this f ...
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- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- White Energy Company Limited
- Mintek Dendrill Indonesia
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- PTC India Limited - India
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Planning Commission, India
- SMG Consultants - Indonesia
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Romanian Commodities Exchange
- CNBM International Corporation - China
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
- Bangladesh Power Developement Board
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
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