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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, 06 March 20
SOLID BACKING FOR LNG AS A MARINE FUEL - BALTIC EXCHANGE
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Thursday, 05 March 20
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Thursday, 05 March 20
COAL IMPORTS DOWN IN MAJOR ASIAN MARKETS, AND CORONAVIRUS NOT THE DRIVING FORCE - CLYDE RUSSELL
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
Thursday, 05 March 20
SEABORNE COAL'S STRUGGLES IN ASIA ARE MORE THAN JUST CHINA CORONAVIRUS - REUTERS
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
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- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Mercuria Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Planning Commission, India
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Ministry of Transport, Egypt
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Kapuas Tunggal Persada - Indonesia
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Global Business Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Parliament of New Zealand
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Africa Commodities Group - South Africa
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Formosa Plastics Group - Taiwan
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Coastal Gujarat Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Bahari Cakrawala Sebuku - Indonesia
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