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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, 25 March 20
MARKET INSIGHT - INTERMODAL
There is no doubt that the Covid-19 pandemic crisis is a world-shattering event that will change the world as we know it. Societies are facing chal ...
Wednesday, 25 March 20
INDONESIA TO CANCEL RULES REQUIRING DOMESTIC SHIPS FOR COAL, PALM EXPORTS : REFINITIV
Indonesia's government will revoke rules requiring exporters of coal and palm oil to use domestic shipping companies for shipments, Coordinatin ...
Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents a ...
Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only ...
Tuesday, 24 March 20
THE TRIPLE SHOCK OF CORONAVIRUS IN SHIPPING: WILL IT LAST? - DREWRY
Transport capacity shortages, disruptions to supply chains and inability to plan since late January have been a dangerous combination. But will all ...
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- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Wilmar Investment Holdings
- Australian Coal Association
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Authority, New Zealand
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Georgia Ports Authority, United States
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- PowerSource Philippines DevCo
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Parry Sugars Refinery, India
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
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