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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, 09 March 20
OPEC+ 'NO DEAL' A BLOW TO THE MARKET - WOOD MACKENZIE
Speaking after today’s OPEC+ meeting broke up, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie, said: “Today’s o ...
Monday, 09 March 20
KOREA EAST-WEST POWER INVITED BIDS FOR 150,000 MT OF MIN 4,400 - MAX 5,499 NAR COAL
COALspot.com: KOREA EAST-WEST POWER CO. LTD. of South Korea has issued an international tender for total 150,000 MT of LCV coal for May – Jun ...
Sunday, 08 March 20
SUPRAMAX: A 55,000DWT VESSEL FIXING DELIVERY FROM EAST KALIMANTAN FOR A TRIP TO VIETNAM AT $9,100 - BALTIC BRIEFING
SUPRAMAX/ULTRAMAX - A 56,000DWT VESSEL FIXED DELIVERY SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY EAST COAST INDIA, IN THE $6,000S
SUPRAMAX/U ...
Friday, 06 March 20
CHINA RESUMES 83.4 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 83.4 percent of its coal production capacity amid the fight against the novel coronavirus outbreak, the National Energy Administr ...
Friday, 06 March 20
COLOMBIAN COAL OUTPUT FELL 2% IN 2019 - REUTERS
Coal production in Colombia, the fifth-largest coal exporter in the world, fell 2% to 82.2 million tonnes in 2019 after output at one of the princi ...
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- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- McConnell Dowell - Australia
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Indo Tambangraya Megah - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Antam Resourcindo - Indonesia
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Planning Commission, India
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- The University of Queensland
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Simpson Spence & Young - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Ministry of Finance - Indonesia
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Central Electricity Authority - India
- GAC Shipping (India) Pvt Ltd
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
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