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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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Friday, 27 March 20
CHINA'S BULKS: THE SENTIMENT GAP BETWEEN STEEL AND COAL WIDENS - WOOD MACKENZIE
China seems to be containing its local coronavirus situation, with imported cases now posing the greater threat. While quarantine measures remain t ...
Friday, 27 March 20
S.KOREA Q1 THERMAL COAL IMPORTS SET FOR 10-YR LOW ON ANTI-POLLUTION MEASURES - REUTERS
South Korea’s first-quarter thermal coal imports are set to fall to a decade-low due to stricter air pollution measures, while the coronaviru ...
Friday, 27 March 20
PORT OF NEWCASTLE OPERATIONS CONTINUE WITH COVID-19 RESPONSE MEASURES IN PLACE
Port of Newcastle, like many organisations, is taking a precautionary approach to help manage COVID-19 risks in the community. Our focus is on ensu ...
Thursday, 26 March 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Wednesday, 25 March 20
CORONAVIRUS CRISIS IS CRUSHING GLOBAL GDP GROWTH - FITCH RATINGS
The coronavirus crisis is crushing global GDP growth according to Fitch Ratings in its latest quarterly “Global Economic Outlook” (GEO) ...
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- Straits Asia Resources Limited - Singapore
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- PetroVietnam Power Coal Import and Supply Company
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Electricity Authority, New Zealand
- Australian Coal Association
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- OPG Power Generation Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Sakthi Sugars Limited - India
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- Cement Manufacturers Association - India
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Planning Commission, India
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Kapuas Tunggal Persada - Indonesia
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Mercuria Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- Banpu Public Company Limited - Thailand
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
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