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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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Thursday, 05 March 20
INDONESIA'S BUKIT ASAM 2019 OUTPUT RISES 10.2% Y/Y - REUTERS
PT Bukit Asam, Indonesia’s state-owned coal miner, said on Wednesday its output in 2019 rose 10.2% to 29.1 million tonnes.
Coa ...
Thursday, 05 March 20
SEEING REMOTELY - IN SAFETY: BUREAU VERITAS PERFORMS FIRST SURVEY BY DRONE - BUREAU VERITAS
Bureau Veritas Marine & Offshore (BV), a world leader in testing, inspection and certification (TIC) services has completed its first survey by ...
Wednesday, 04 March 20
AN EPIDEMIC OF UNCERTAINTY - THE CORONAVIRUS AND FORCE MAJEURE - WFW
KNOWLEDGE TO ELEVATE
Do the effects of the coronavirus give rise to legitimate force majeure claims in connection with shipbuilding contracts ...
Wednesday, 04 March 20
CHINA IMPORTED 76.8 MLN TONNES OF CRUDE OIL FOR JANUARY & FEBRUARY 2020; UP 3.4% YOY - REFINITIV | BC
The COVID-19 crisis has been gripping China already for almost two months now. It’s having a huge negative impact on the economy, and this is ...
Wednesday, 04 March 20
MARKET INSIGHT - INTERMODAL
As it was expected, the whole world has been focusing on the spread of the Coronavirus, with the fast outbreak being primarily a massive humanitari ...
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- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Wood Mackenzie - Singapore
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- London Commodity Brokers - England
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- The University of Queensland
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Eastern Coal Council - USA
- Globalindo Alam Lestari - Indonesia
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Coalindo Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
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